Executive Assistant to the President

Job Title: Executive Assistant to the President

Location: West Palm Beach, FL (Hybrid Option Available)

Company: Tech Advisors, Inc.

About Us: Tech Advisors, Inc. is a leading Managed Service Provider (MSP) specializing in IT support, cybersecurity, and regulatory compliance for CPA firms across New England and Florida. As we continue to grow, we are seeking a highly organized and proactive Executive Assistant (EA) to support our President, Konrad Martin, in optimizing business operations, sales efforts, and strategic initiatives.

Position Overview: The Executive Assistant will act as a critical right-hand support to the President, ensuring seamless daily operations, client relationship management, and business efficiency. This role requires strong organizational skills, professionalism, and discretion, with the ability to handle high-level administrative tasks, communications, and operational support in a fast-paced MSP environment.

Key Responsibilities:

1. Calendar & Scheduling Management

• Manage and optimize the President’s business calendar, coordinating internal and external meetings.
• Schedule and organize client calls, sales follow-ups, and strategic planning sessions.
• Set reminders for critical deadlines, regulatory updates, and project timelines.

2. Email & Communication Management

• Monitor, prioritize, and respond to emails on behalf of the President.
• Draft and send client communications, follow-ups, and professional correspondence.
• Manage and track client inquiries, ensuring timely responses and follow-through.

3. Travel & Event Coordination

• Plan and book business trips for Tech Advisors’ events, client meetings, and industry conferences.
• Coordinate logistics for CPA events, cybersecurity seminars, and speaking engagements.
• Prepare detailed travel itineraries and ensure cost-effective booking.

4. Sales & Client Relationship Support

• Work with Sales Team to Oversee:
• Maintain and update the CRM with client interactions, sales progress, and lead tracking.
• Follow up with leads, prospects, and clients to support the sales pipeline.
• Assist in preparing client presentations, proposals, and marketing materials.
• Track and organize Tech Advisors’ memberships (ALA, CPA societies, insurance partnerships, etc.).

5. Administrative & Operational Support

• Work with Admin Team:
• Oversee and manage documentation related to IT Glue, compliance policies, and MSP operations.
• Organize contracts, NDAs, and vendor agreements.
• Take meeting notes, summarize key points, and track action items for strategic initiatives.

6. Financial & Reporting Assistance

• Work with Finance Team:
• Track expenses, invoices, and vendor payments.
• Assist with budget planning and operational cost tracking.
• Prepare weekly/monthly reports on business performance and compliance audits.

7. Marketing & Branding Assistance

• Work with Marketing Team:
• Coordinate blog posts, website updates, and social media efforts for Tech Advisors.
• Assist in preparing presentations for CPA firms, McGowan Insurance events, and FTC compliance workshops.
• Manage outreach efforts for CPA firms and networking groups in New England and Florida.

Qualifications & Skills:

• 5 years of experience as an Executive Assistant, preferably in an IT, MSP, or cybersecurity environment.
• Strong proficiency in Microsoft Office Suite, CRM software, and project management tools.
• Exceptional organizational and multitasking skills with keen attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and proactively manage tasks with minimal supervision.
• High level of discretion and confidentiality in handling sensitive business matters.
• Experience managing client relationships and supporting sales teams is a plus.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in West Palm Beach, FL 33411

Salary : $65,000 - $80,000