Job Description

Why Choose RKL?

RKL offers a comprehensive benefits package as well as an ability to work with your day-to-day life. This includes:

• Hybrid working environment
• Full medical, dental, and vision coverage
• Commitment to work life balance
• Investment and complete buy-in to your career progress, through trainings, mentorships, and advancement
• Paid time off, sick time and floating holidays
• 401(k) match

Who We Are and What We Do

We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients, and our communities.

About the Position

The Executive Assistant is a key contributor to the firm’s success and a resource to Partners of the firm who may need additional administrative and client support. In providing executive support they are tasked to work independently on various client projects and ensure action items are followed up on.

Responsibilities

• Assist in facilitating client contact for Partners as needed (e.g. conference call scheduling, action item follow up, providing updates to client regarding engagement status etc)
• Coordinate and schedule all supporting Partner meetings (internal and external)
• Communicate changes in estimated payments and billing to all parties involved (internal and external)
• Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions
• Reconcile, code and organize credit card expenses
• Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content
• Provide general administrative office support as needed, including answering and routing incoming calls, processing daily outgoing mail, assisting with marketing mailings, filing, welcoming visitors and providing strong customer service/hospitality
• Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff in various offices, while exercising significant discretion, confidentiality and judgement
• Prepare memos, correspondence, reports, meeting minutes, presentations and other materials
• Coordinate executive outreach and external relations efforts, while overseeing special projects
• Work independently on projects assigned by Partners, from conception to completion, coordinating with other departments as needed
• Manage phone calls and email, including prompt responses to executive team’s queries
• Coordinate travel arrangements for Partners by developing schedules and agendas, booking travel, arranging ground transportation, securing lodging and meeting space
• Coordinate firm client events and sponsoring opportunities
• Provide reception support when needed, including mailings, phone coverage, meeting room organization/set up
• Other duties as assigned

Education, Experience and Certifications

• Associate’s degree or commensurate experience
• 5+ years’ experience in an administrative function supporting executive levels
• Experience with event management, coordination of regular group meetings and daily calendar management
• Ability to format information as requested in Word, Excel, PowerPoint and leverage internal systems
• Excellent relationship management and customer service skills
• Tech-savvy with ability to resolve problems/find solutions by contacting subject matter experts
• Prior financial or professional services industry knowledge preferred
• Proficient in Microsoft Office suite (Excel, Outlook, Word)
• Excellent attention to detail with the ability to manage multiple projects and adapt to different personalities

If you are passionate about the work, you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at

RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

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