Job Description
Description We are looking for an Executive Assistant to provide dependable, in-office support to a growing wealth management firm in California. This contract-to-permanent opportunity is well suited for someone who thrives in a detail-oriented, fast-paced setting and can balance both routine administrative work and higher-level coordination for a distributed leadership team. The role requires sound judgment, strong communication, and a highly organized approach to helping executives and internal teams stay aligned and efficient.
Responsibilities:
• Provide day-to-day administrative support for a team of seven leaders working across multiple locations, ensuring priorities are tracked and completed accurately.
• Serve as an in-office point of coordination by managing correspondence, follow-ups, documentation, and general administrative needs for executives and staff.
• Create and maintain organized processes, checklists, and workflow tools that improve consistency and ...
Responsibilities:
• Provide day-to-day administrative support for a team of seven leaders working across multiple locations, ensuring priorities are tracked and completed accurately.
• Serve as an in-office point of coordination by managing correspondence, follow-ups, documentation, and general administrative needs for executives and staff.
• Create and maintain organized processes, checklists, and workflow tools that improve consistency and ...