Executive Assistant

IN OFFICE - Executive Assistant to Partners – Financial & Wealth Management Firm

Location: Beverly Hills, CA

Schedule: Monday–Friday, 8:30 AM – 5:30 PM (Fully On‑Site)

Salary: $70,000 annually

Environment: Collaborative, professional, and growth‑oriented

Role Overview

We are seeking an experienced Executive Assistant to provide high‑level administrative support to two partners in a prestigious financial and wealth management firm. This role requires exceptional organizational skills, attention to detail, and the ability to thrive in a fast‑paced environment.

Key Responsibilities

• Calendar Management: Coordinate and maintain complex schedules for multiple executives.
• Reporting & Analysis: Utilize advanced Excel skills for data reporting, financial tracking, and performance analysis.
• Team Assistance: Support internal teams with administrative tasks and project coordination.
• Communication: Draft correspondence, manage emails, and liaise with clients and stakeholders.
• Meeting Coordination: Prepare agendas, materials, and ensure seamless execution of meetings.

Qualifications

• Minimum 3 years experience as an Executive Assistant or similar role.
• Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, data analysis).
• Excellent organizational and multitasking abilities.
• Degree preferred (Business, Finance, or related field).
• Professional demeanor and ability to maintain confidentiality.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Administrative

Industries

Executive Offices

Benefits include medical insurance, vision insurance, paid maternity leave, 401(k), disability insurance.

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