Top Division Financial Executive jobs in Fort Worth, TX

Description

Summary 

The Assurance department at JTaylor offers many opportunities for professional and personal development.  Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• Utilize firm determined processes and procedures to ensure all the time and materials are recorded, project work and type are tracked, and project instructions and client interactions are fully documented
• Occasional client interaction and responsibility
• Providing high-level executive support to assigned division and leadership team
• Managing day to day business activities of the assigned division and its leadership team (Managers through Partners)
• Maintaining file management and organization
• Preparing Word, Excel, PowerPoint presentation materials, meeting agendas, business reporting, engagement proposals, etc.
• Managing Partners’ schedules and calendars to ensure appropriate prioritization of obligations 
• Screening assigned division’s and leadership team’s correspondence/communications
• Prioritizing and handling internal and external correspondence for the assigned division and leadership team
• Responsible for handling event coordination and logistics - virtual and in-person – and resolving any issues with events
• Perform ad hoc requests/tasks on a daily basis
• Apply and share knowledge obtained on work processes, resources, structure and business of the firm/service line/functional group
• While following firm branding and engagement polices, manage administrative aspects of client engagements
• Manage sensitive matters with a high level of confidentiality and discretion, especially decisions directly impacting the operations of the company
• Ability to exercise independent judgment and operate with minimal oversight
• Participate in firm and departmental initiatives
• Firm wide administrative backup support as needed
• Regular and timely attendance

Requirements

Required Competencies

Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers

Subject Matter Expert - Demonstrates understanding of subject matter and seeks to increase knowledge (due date tracking, e-signatures, etc)

Technical Skills - Thorough understanding of MS Office 365 and business from an administrative position to assist Partners, Principals, and Senior Managers with client service management

Communication Skills - Communicates clearly with clients and JTaylor personnel

Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer, seeks alternatives

Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships

Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions

Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate

Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities

This position has no supervisory responsibilities.

Required Qualifications

Bachelor’s Degree preferred

GPA of 3.0 or higher

Experience in professional services or similar environment

Ability to establish priorities and perform work in a timely manner

Effective oral and written communication skills

Proficient in Microsoft Office products (Excel, Word, Outlook)

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is occasionally required to reach with hands and arms. The employee is frequently required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type

This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Overtime and weekend hours will be required during peak busy seasons.

Travel

Local Travel may be required on occasion. 

Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.