Executive Assistant to Managing Principal

Executive Assistant to the Managing Principal

Location: On-Site | Reno, NV
Compensation: $90, annually (commensurate with experience)
Schedule:
Monday Friday, 8:00 AM 5:00 PM
Extended hours during busy tax seasons, including availability for remote or in-office Saturdays (9:00 AM 2:00 PM)

About Keystone

Keystone is a dynamic, entrepreneurial professional services firm providing tax, accounting, business brokerage, and wealth management services to small and mid-sized business owners. We are a people-first organization that values ownership, initiative, collaboration, and continuous improvement.

As we continue to grow, we are seeking a highly capable Executive Assistant to serve as a trusted partner to our Owner and Managing Principal, supporting both strategic priorities and day-to-day execution from our Reno office.

Position Overview

This is a high-impact, on-site Executive Assistant role designed to support a fast-moving Managing Principal. The ideal candidate is organized, proactive, discreet, and confident in exercising judgment. This role goes beyond traditional administrative support it requires anticipation, prioritization, follow-through, and the ability to act as an operational extension of executive leadership.

The Executive Assistant will primarily support the Managing Principal and, as directed, provide limited administrative support to the Operations Director. The role offers exposure to multiple areas of the business, including operations, finance, HR, technology, and leadership coordination.

Key Responsibilities

Executive Partnership & Prioritization

• Act as a gatekeeper for the Managing Principals time, prioritizing requests and managing competing demands
• Anticipate needs, identify potential issues, and proactively address them
• Track action items, decisions, and follow-ups resulting from meetings and conversations
• Ensure commitments made by or to the Managing Principal are followed through in a timely manner
• Serve as a trusted liaison between leadership, staff, clients, and external partners

Administrative & Operational Support

• Manage executive calendars, meetings, and scheduling with a strategic lens
• Handle phone calls, emails, and correspondence with professionalism and discretion
• Organize and maintain files, records, and documentation
• Ensure the Managing Principal has the resources and information needed to operate efficiently

Client & Internal Communication

• Serve as a point of contact between executives and clients when appropriate
• Coordinate client meetings and logistics
• Assist with internal communication and cross-department coordination

Office & Operations Support

• Support day-to-day office operations in the Reno office
• Monitor office supply inventory and equipment needs
• Assist with vendor coordination and special projects as needed

Financial & Administrative Assistance

• Assist with billing, invoicing, expense tracking, and reporting
• Prepare summaries, reports, and documentation as requested

Technology & Equipment Coordination

• Ensure executives have functional equipment and tools
• Coordinate with IT on hardware and software needs
• Assist with setup and onboarding of new leadership technology

Event & Travel Coordination

• Coordinate travel arrangements for executives and leadership
• Assist with internal meetings, trainings, and event logistics

Human Resources & Team Support

• Assist with onboarding coordination and team cohesiveness initiatives
• Support documentation, policies, and procedures as requested

Confidentiality & Compliance

• Maintain strict confidentiality of sensitive information
• Support document retention and compliance requirements
• Adhere to firm policies and professional standards at all times

What Success Looks Like

• The Managing Principals time is protected and aligned with true priorities
• Meetings are well-prepared, purposeful, and followed by clear next steps
• Fewer last-minute issues due to proactive planning
• Improved communication and follow-through across leadership
• A trusted working relationship built on discretion, reliability, and sound judgment

Qualifications

• Previous experience as an Executive Assistant or senior administrative professional, preferably in a professional services environment
• Proven ability to…