Operations & Executive Assistant at Sorren — St. Petersburg, FL

Position Summary:

The Executive Assistant will provide strategic administrative support to the National Advisory Managing Partner and leaders within the Sectors and Specialty Areas. This key role requires a highly organized, proactive professional capable of managing complex tasks, coordinating multiple projects, and facilitating communication to ensure smooth operational flow.

Your Impact & Responsibilities

• Collaborate closely with the National Advisory Managing Partner and Specialty Areas and Sector leaders to prepare for and schedule regular meetings, ensuring all logistics are handled efficiently; quickly adjust calendars in response to changing priorities, optimizing schedules to enhance team productivity
• Assist in creating meeting agendas, compiling materials, and ensuring accurate meeting notes for follow-up
• Lead and manage cross-functional projects on behalf of the National Advisory Managing Partner, ensuring timely execution within budget
• Recommend operational improvements, particularly in meeting coordination, reporting processes, or administrative workflows, to enhance overall efficiency
• Conduct research, update spreadsheets, and create documents and visual presentations to support decision-making and communication
• Act as a liaison, facilitating clear communication between executives, internal teams, and external stakeholders to ensure smooth operations.

Your Background

• Bachelor’s Degree in Business Administration, Management, or a related field (preferred)
• 3-10 years of experience in an executive assistant or project management role, preferably with senior-level executives (experience in the professional services industry is a plus)
• Experience managing projects from start to finish, meeting deadlines, and ensuring deliverables are achieved
• Strong problem-solving skills with the ability to adapt to shifting priorities in a fast-paced environment
• Excellent verbal and written communication skills
• Excellent organizational skills with attention to detail and the ability to prioritize and manage multiple tasks simultaneously
• Proficiency in office tools and the ability to quickly learn new software

Other Items

• Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
• This position may be classified as exempt or non-exempt depending on work location, salary, and level of responsibility
• Timekeeping and overtime requirements will follow applicable federal, state, and local laws
• Sorren is an equal opportunity employer

Why Choose Us?

What We Offer*:

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays