Job Details

Job Posting: Executive Assistant – Wealth Management

We are seeking a highly organized and detail-oriented Executive Assistant to support our executive team. The ideal candidate will have excellent communication skills, strong problem-solving abilities, and the ability to handle multiple tasks simultaneously. This is a full-time position based in our North Glendale office with the option to work from home 3 of 5 days after your first 90 days in the role.

Duties:

- Provide administrative support to executives, including calendar management, scheduling meetings, and making travel arrangements as needed.

- Prepare and proofread documents, reports, and presentations

- Coordinate and manage events, including logistics, invitations, and RSVPs

- Maintain and organize files, both physical and electronic

- Assist with data entry

- Answer phone calls and direct inquiries to the appropriate person or department

- Maintain confidentiality of sensitive information

- Perform general clerical duties as needed

- Maintain the commons area and supplies

Experience:

- Proven experience as an executive assistant or in a similar role

- Strong organizational skills with the ability to prioritize tasks effectively

- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and computer literacy including CRM management

- Familiarity with file management systems, AdobeSign and DocuSign (preferred)

- Excellent written and verbal communication skills

- Exceptional attention to detail and accuracy

- Ability to maintain professionalism and confidentiality at all times

- Strong problem-solving skills and ability to work independently

Benefits:

- Competitive salary based on experience

- Paid time off

If you are a highly motivated individual with excellent organizational skills and a passion for supporting executives, we would love to hear from you. Please submit your resume and cover letter detailing your relevant experience.

Job Type: Full-time

Pay: $40,000.00 - $80,000.00 per year based on experience.

Benefits:

• Employer retirement contributions
• Dental insurance
• Health insurance
• 4 Weeks Paid time off
• Professional development assistance

Schedule:

• 8 hour shift

Experience:

Executive administrative support: 2 years