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 of 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.