Executive Assistant

Exceptional Admins (EA) is seeking a professional for an opportunity with a confidential business in the Financial Services industry, offices located in both Denver and Boulder.

EAis a boutique company that focuses on placing career minded professionals with growth-minded employers. The philosophy behind the EA process is to deliver top candidates to each client with the outcome producing high-level support to the role and organization. While skill‑set is a large focus during the process, EA takes into consideration the desires of the candidate to produce a complete fit.

Founded in 2010, the firm has grown into one of Boulder’s most respected accounting firms, recognized for its high standards, technical expertise, and client‑centered approach. The office environment mirrors the firm’s personality: refined, modern, and full of natural light, with clean tones of white, gray, and green carried throughout. Glass walls and expansive views give the space an open, collaborative feel.

The team takes tremendous pride in their work and operates with an entrepreneurial spirit, stepping in wherever needed to support one another and their clients. There’s a consistent hum of activity, anchored by a shared commitment to delivering exceptional and thoughtful service. And being located in the heart of Boulder only enhances the experience, offering endless walkable options for midday breaks, team lunches, and after‑hours gatherings.

At its core, the firm brings a compassionate and relationship‑forward approach to every engagement.

The client is seeking a professional who can balance nimbleness with a high degree of organization. This Executive Assistant role supports both traditional administrative needs and a variety of project‑based responsibilities, requiring someone who can operate steadily and stay several steps ahead of the executives they support. The ideal candidate brings a service‑oriented mindset, strong follow‑through, and the ability to juggle multiple priorities while maintaining clarity, accuracy, and momentum across the business and its initiatives.

Provide administrative support to the Managing Partner (60%) and Tax Partner (40%).

• Heavy calendar management for two of the executives
• Assist with correspondence: email, notes, and memos (inbox access to MP; future TP)
• Develop deep understanding to support prioritization
• Work closely with the executives, supporting meeting activities pre and post
• Meeting coordination which includes interacting with team and high volume of clients, both new and prospective
• Support and own follow up tasks
• Track client movement
• Act as hospitality partner helping with relationship and employee needs
• Help with engagement letter process and activities
• Become a highly informed partner knowing all deadlines and tasks to proactively forecast the needs of the executive and company; plus recommend and act to resolve any challenges
• Help with Board (some volunteer and business) meeting activities (MP)
• Support with networking group events
• Orchestrate all hosted meetings including ordering meals, A/V set up, meeting and greeting, guests, and wrapping up

• Coordinate travel accommodations and logistics; for both Partners (infrequent)
• Maintain and track expense reporting and reimbursements in partnership with accounting
• Presentation resource management; help source content (from team and via research)
• Support ELT activities
• Track internal and external contacts, maintain contact database
• Help executive with company culture initiatives
• Help coordinate company Town Hall meetings
• Occasionally handle personal tasks (no errands)
• Add personal activities to calendar for both (communicating with family members)

Candidates will be considered in totality of their skills and experience versus strict interpretation of “must haves.”

• Prior experience where your toolbox is applicable to 75% of the needs outlined in the role
• Proficient with Microsoft Office 360 + SharePoint (Outlook+, Excel+, PowerPoint+)
• Comfortable using Microsoft Teams
• Has a finance background, a plus
• Professional demeanor with excellent verbal and written…