Executive Assistant at TSG – Job Description

by | Oct 9, 2024

Job Title: Executive Assistant

Company: TSG 

Location: Somerset, NJ (in-office and remote)

About Us: At TSG, we are committed to delivering exceptional service and support to our clients. We value teamwork, efficiency, and a proactive approach to problem-solving. We are currently seeking a detail-oriented and dynamic Executive Assistant to support our founder and CEO, Dave Spaulding, in managing his daily operations and travel arrangements. Dave’s activities include consulting, training, and conducting verifications of a firm or institution’s claim of compliance with an industry standard.

Key Responsibilities:

  • Calendar Management: Efficiently manage and prioritize Dave Spaulding’s daily calendar, including scheduling in-person and Zoom meetings.
  • Email Monitoring: The EA will be copied on many emails to Dave, and will be expected to respond, when appropriate [e.g., if he is travelling, and likely not able to respond in a timely manner] or remind Dave, if a request was made, and he didn’t reply quickly.
  • Client Communication: Respond to client inquiries, ensuring timely communication and follow-up on any outstanding matters.
  • Travel Coordination: Arrange domestic and international travel for Dave, including flights, rental car, hotel accommodations, ground transportation, and itinerary preparation. Research travel specifics, including visa requirements.
  • Verification Preparation: Prepare materials for verifications, including client communication, document collection, ShareFile folder setup, and assembly of verification reports and assessment letters.
  • Proposal Assembly: Support TSG’s sales team by assembling proposals and managing after-verification surveys, including follow-ups and tracking references.
  • Spreadsheet Management: Maintain and update a Google Drive spreadsheet for scheduling and client management.
  • Scheduling of Verifications: Communicate with clients to schedule their verifications and, when appropriate/necessary, communicate when changes are necessary to scheduled events.
  • Training Support: Collaborate with team members to develop training class materials for training sessions.
  • Invoicing and Accounting: Assist with invoicing for conferences and jobs, reconcile invoices, and provide backup support in QuickBooks as needed. Handle deposits and notify team members of transactions.
  • Mail Management: Collect and scan important mail, send notifications of due bills, and manage returned mail, updating databases accordingly. Dave works remotely, and so needs mail forwarded to him weekly.
  • Report Assistance: Provide report formatting and assembly support to verifiers and consultants using Word, PowerPoint, and PDF files.
  • Support the Head of Administration (Linda Burk) as needed.

          Qualifications:

          • Proven experience as an executive assistant or in a similar senior administrative role.
          • Exceptional organizational skills and attention to detail.
          • Strong communication skills, both written and verbal.
          • Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel) and Google Drive. Ideally, familiarity with WordPerfect.
          • Ability to manage multiple tasks and priorities effectively.
          • Experience with QuickBooks is a plus.
          • A proactive attitude with the ability to work independently and collaboratively.

          Why Join Us? At TSG, you’ll be part of a collaborative team dedicated to excellence. We offer competitive compensation, opportunities for professional growth, and a supportive, flexible work environment.

          How to Apply: If you’re ready to take on a challenging and rewarding role as an Executive Assistant, please submit your resume and a cover letter to pfowler@TSGperformance.com with the subject line “Executive Assistant Application.”

          TSG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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