Executive Assistant - Part Time

Executive Assistant - Part Time at Phyton Talent Advisors Executive Assistant - Part Time at Phyton Talent Advisors in San Anselmo, California Posted in 3 days ago.

Type:

part-time

Job Description:

Our Client, a Global Financial Services Firm is seeking a Part-Time Executive Assistant in their San Rafael, California location. Responsibilities Provide daily administrative support to a Registered Associate and Senior Financial Advisor, including calendar management, meeting coordination, and phone coverage Convert charts, research reports, and equity analysis into accessible formats compatible with assistive technology for a visually impaired advisor Assist with preparation and distribution of client materials, presentations, and internal documents Maintain organized records and ensure accurate documentation of client interactions and requests Coordinate logistics for meetings, calls, and events, including materials and follow ups Liaise with internal teams to gather information and ensure timely completion of requests Handle sensitive and confidential information with a high level of discretion Support general office operations and administrative tasks as needed Proactively manage multiple priorities and adapt to shifting business needs Requirements 0-2 years of administrative, office support, or related experience Strong organizational skills with the ability to manage multiple tasks and deadlines High level of professionalism, business etiquette, and attention to detail Strong written and verbal communication skills Ability to learn quickly and work both independently and as part of a team Comfortable working in a fast paced environment with evolving priorities Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) Interest in financial services or supporting a financial advisory team preferred Bachelor's degree preferred Experience supporting accessibility tools or willingness to learn is a plus