What are the responsibilities and job description for the Executive Assistant position at CTI III LLC?

Job Description

Description : WHO WE ARE :

At Corporate Tax Incentives ( CTI ), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients.

As an Executive Assistant at CTI, you will join a team that leverages the Company’s proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries.

Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization.

WE TAKE CARE OF OUR PEOPLE :

Competitive compensation and benefit packages including medical, dental, vision, life insurance, cancer insurance, short-term disability, identity protection and 401(k) retirement plan
3 weeks paid vacation
8 paid holidays and week between 12 / 25-1 / 1 off with pay
12 weeks paid maternity leave / 2 weeks paternity leave
Our supportive team will work with you to develop and support your career goals
Be part of a knowledgeable, growing, high-achieving and fun team
This is an in office position, 5 days / week at our Folsom location.

CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs.

Requirements : WHAT YOU WILL DO :

As an Executive Assistant , you will provide high-level administrative support to our senior executive, enabling them to focus on strategic priorities. This role requires a proactive, efficient, and organized individual who can manage complex schedules, handle sensitive information, coordinate multiple projects simultaneously, and ensure smooth daily operations.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES :

Proactively manage the executive's calendar, scheduling internal and external meetings, appointments, and calls, ensuring time conflicts are avoided.

Screen phone calls, emails, and correspondence, directing inquiries to appropriate parties or providing concise summaries.

Coordinate all aspects of business travel including booking flights, accommodations, transportation, and preparing itineraries.

Prepare meeting agendas, gather relevant materials, and take detailed minutes.

Organize and maintain electronic and physical files, including confidential documents, ensuring easy access.

Process and submit expense reports on behalf of the executive.

Assist with project management tasks, including tracking deadlines, coordinating with stakeholders, and following up on action items.

Additional duties and responsibilities as assigned.

WHAT YOU WILL NEED :

Ability to work autonomously and within a team.

Ability to work effectively and independently in a fast-paced, hybrid, entrepreneurial environment.

Excellent written and verbal communication skills.

Highly organized and detail oriented with the ability to prioritize, plan, and follow-through.

Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.

Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal / external stakeholders, and with the appropriate sense of urgency.

Strong problem solving and troubleshooting skills.

Strong analytical skills and reasoning abilities.

Willingness to change to meet organizational needs.

Ability to process and maintain confidentiality while processing sensitive data.

Ability to recognize when an incident needs to be escalated.

This role has access to sensitive information and is expected to adhere to all the policies in the ISO 27001 policy manual.

A willingness to learn and adapt to CTI’s processes, quality control requirements, and management expectations.

EDUCATION AND EXPERIENCE :

Bachelor’s degree in Business Administration or a related field preferred.

3 years’ experience as an Executive Assistant or in a similar role.

Proficiency with Microsoft Applications such as Outlook and Excel along with other relevant software.

We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page.

The range for this position is $70k-$95k annually and may be adjusted as compensation is based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons.

Salary : $70,000 - $95,000

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