John Michael Capra

Executive Assistant at Meicher CPAs, LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Middleton, Wisconsin, United States, US

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Experience

    • Executive Assistant

    • United States
    • Accounting
    • 1 - 100 Employee
    • Executive Assistant for the Managing Partner
      • Jul 2022 - Present

      Calendar and Schedule Management: Manage the Managing Partner's calendar, schedule appointments, and coordinate meetings, ensuring optimal use of time. Prepare meeting agendas, collate relevant materials, and distribute them to participants ahead of meetings. Organize and coordinate travel arrangements, accommodations, and itineraries for business trips. Communication and Correspondence: Handle incoming calls, emails, and other forms of communication, ensuring prompt and professional responses. Draft, review, and edit various business documents, including correspondence, reports, presentations, and memos. Maintain confidentiality of sensitive information and exercise discretion in all communications. Administrative Support: Assist with preparing and proofreading financial reports, documents, and presentations. Coordinate and prepare materials for board meetings, conferences, and other firm-wide events. Manage and prioritize incoming documents, including sorting mail and filing important records. Relationship Management: Act as a liaison between the Managing Partner and clients, colleagues, and other external parties. Cultivate positive relationships with clients, ensuring exceptional service and addressing any inquiries or concerns promptly. Coordinate client meetings, including scheduling, logistics, and follow-up communication. Project Coordination and Special Assignments: Support the Managing Partner in various special projects, including research, analysis, and presentations. Collaborate with team members to coordinate project timelines, tasks, and deliverables. Conduct research, gather data, and prepare reports on relevant industry trends, regulations, and best practices. Show less

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      • Dec 2016 - Apr 2022

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    • Financial Services
    • 700 & Above Employee
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      • Jan 2011 - Aug 2012

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    • Financial Services
    • 1 - 100 Employee
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      • May 2010 - Jan 2011

    • Tax Season Call Center Rep
      • Jan 2010 - Apr 2010

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