Job Description

Job Description

About Our Team

MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

About the Role

The Executive Assistant/Office Manager supports the firm's Managing Partner and serves as a central resource for both executive-level administrative support and office operations. This role ensures the smooth functioning of the office environment, coordinating logistics, managing communications, and overseeing day-to-day office needs.

What You’ll Do

• Schedule meetings and manage Managing Partner’s calendar; liaise with staff, partners, and external parties on executive availability.
• Coordinate firm meetings and events, secure appropriate venues, catering, and necessary equipment, including audio and visual technology that meets all participant needs; prepare and disseminate logistics information.
• Manage meeting materials, take meeting minutes, disseminate key information, and track action items.
• Manage travel arrangements for the Managing Partner.
• Prepare and edit presentations, documents, graphs, visuals, and reports.
• Draft communications in the Managing Partner's voice to advance team objectives.
• Maintain organized files and ensure information is easily accessible.
• Submit timely, accurate, and policy-compliant expense reports and timesheets.
• Produce briefing materials and talking points for meetings and events.
• Reflect the Managing Partner’s strategic vision and track progress on firm initiatives.
• Proactively identify tools and processes to improve administrative efficiency.
• Oversee daily office operations, including supplies, equipment, and vendor relationships.
• Oversee reception employees and processes. Requires detailed oversight to ensure client confidentiality with deliverables
• Serve as point of contact for facilities management and IT support coordination.
• Monitor and maintain office inventory and order supplies as needed.
• Ensure compliance with health, safety, and security protocols.
• Support onboarding of new employees, including workspace setup and orientation.
• Coordinate office-wide communications and announcements as well as facilitate local office employee appreciation/gratitude things like anniversaries (until standardized at SL), sympathy gifts, etc.).
• Coordinate monthly meetings ensuring participation and collaboration with all firm admin.
• Organize and manage office-wide events, firm-wide meals and celebrations, and team-building activities.
• Maintain a welcoming and professional office environment for staff and visitors.
• Track and manage office budgets and expenditures.
• Liaise with building management and external service providers.
• Prolonged periods of sitting at a desk and working on a computer
• Frequent use of eye, hand and finger coordination enabling the use of office machinery
• Oral and auditory capacity enabling interpersonal communication as well as communication through devices such as a telephone
• Must be able to lift up to 10 pounds frequently and up to 20 pounds occasionally
• Must be able to access and navigate each department at the organization's facilities
• Ability to drive, as some independent, out-of-town travel is required.

About You

• Bachelor’s degree preferred
• Minimum of 3–5 years supporting executives in administrative or office management roles
• Reliable transportation and valid driver’s license required
• Dependability and reliability
• Exceptional organization and multitasking skills
• Fluent in Microsoft Office Suite; ability to learn new software
• Proficiency in PowerPoint and Excel
• Clear, concise oral and written communication with a mastery of spelling and grammar
• Professional demeanor and presence
• Ability to work effectively with diverse personalities
• Strong attention to detail and accuracy
• Sensitivity to confidential matters
• Initiative and problem-solving mindset

Why Join Us

We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:

• Flexible Work Environment: Off-season flex schedule allows you to balance your work and personal life while contributing to an exciting vision and team.
• Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
• Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
• Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

MarksNelson Advisory, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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