Associate | Executive Operations One Capital Management

LLC - 4.0

Westlake Village, CA Job Details Full-time 18 hours ago Qualifications Microsoft Excel Finance Word embeddings Productivity software

Full Job Description Description:

Administrative Support for the President of the Firm o

Calendar Management:

Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements. o

Email and Correspondence:

Manage incoming emails and communications. o

Document Preparation:

Prepare reports, presentations, and business documents as needed. Travel & Expense Management o Arrange and manage international and domestic travel for the President including flights, accommodations and ground travel o Oversee expense reporting and compliance with firm policies

Confidentiality:

Handle sensitive information with the utmost discretion and confidentiality. Tracking & Documentation o Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation. Collaboration and Professional Development o Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.

Requirements:

Excellent organizational skills with keen attention to detail and the ability to prioritize tasks. Strong communication skills, both written and verbal. Expertise in Microsoft Office Suite (Excel, PowerPoint, Word) Salesforce experience preferred. Bachelor's degree is preferred. 1-3 years professional experience is preferred. Familiarity with financial terminology and basic wealth management principles.