Personal Assistant to CEO

Willoughby Western Lake County Chamber of Commerce

Somich & Associates CPAs is a growing CPA and advisory firm focused on delivering exceptional client service while building a modern, people-first professional services organization. We pride ourselves on collaboration, accountability, innovation, and continuous improvement. We are seeking a highly organized, proactive Personal Assistant to support our President and help keep daily operations running smoothly.

Position Summary

The Person al Assistant will provide high-level administrative, organizational, and operational support to the President. The ideal candidate is proactive, detail-oriented, highly organized, professional, and thrives in a fast-paced environment.

Key Responsibilities

• Manage calendars, appointments, meetings, and deadlines to maximize leadership effectiveness
• Coordinate travel arrangements (both work and personal) and itineraries
• Prepare correspondence, reports, presentations, meeting agendas, and documents
• Assist with client communications and scheduling
• Support onboarding processes for new clients
• C oordinate internal and external events, meetings, and F irm initiatives
• Serve as a liaison between President, department heads, and staff
• Coordinate leadership meetings, retreats, and planning sessions
• Assist with special projects, reporting, and workflow improvements
• Maintain organized filing systems ( electronic and physical)
• Track projects, deadlines, and task follow-ups
• Assist with scheduling and managing personal administrative and private estate needs
• Handle confidential information with discretion and professionalism

Qualifications & Skills

• 3 + years of personal assistant, administrative, or executive assistant experience
• Experience supporting P artners and/ or E xecutives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred
• Strong organizational and time-management skills
• Excellent written and verbal communication abilities
• High level of discretion and professionalism
• Ab ility to anticipate needs and work proactively
• Tech-savvy: M S 365 , Google Workspace, scheduling software, CRM systems
• Strong a ttention to detail
• Proactive problem-solver
• Excellent interpersonal and communication skills
• Adaptability in fast-paced environments
• Professional judgment and confidentiality
• Competitive compensation
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan with employer contribution