Executive Assistant

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 clarify expectations for employees.
• Prepare, update, and organize spreadsheets, reports, and other business documents using Microsoft Excel and related office applications.
• Communicate with internal teams and external contacts in a clear and courteous manner, delivering a high level of service and responsiveness.
• Handle a mix of tactical and more advanced administrative tasks, adjusting quickly as business needs shift throughout the week.
• Support operational collaboration across departments such as technology, human resources, finance, accounting, marketing, and legal when administrative assistance is needed.
• Help maintain an efficient office environment by staying attentive to detail, managing competing requests, and following through on outstanding items.