Align Wealth Advisors
Part-Time Executive Assistant
Align Wealth Advisors, Laguna Woods, California, United States, 92637
Direct message the job poster from Align Wealth Advisors
Nicholas Yrizarry, CEO and Behavioral Financial Advisor
True Wealth is not just about money
Part-Time Executive Assistant Schedule:
Monday–Thursday, 8:00 AM – 2:00 PM | Friday, 8:00 AM – 1:00 PM Compensation:
$35/hour DOE We are seeking a proactive, organized, and detail-oriented
Executive Assistant
to support the daily operations of a dynamic and mission-driven office. This is a part-time role ideal for someone who enjoys variety in their work, thrives in a supportive environment, and takes initiative. Key Responsibilities: Serve as front desk/reception and manage all incoming calls, messages, and voicemail Pick up, sort, and distribute mail Maintain phone systems and coordinate with IT support when needed Manage the CEO’s personal schedule and the company office calendar Schedule appointments, meetings, and charity guitar performances Organize and book annual holiday party Coordinate quarterly client review preparation (scheduling, mailing statements, updating trackers) Handle all aspects of accounts payable and serve as liaison to the bookkeeper Manage check deposits and office insurance Book travel, hotels, and transportation as needed Maintain and order office supplies Send personalized cards and gifts for client and COI life events (birthdays, holidays, new baby, retirement, thank you, sympathy, etc.) Handle some HR functions including employee benefits renewal, EDD correspondence, annual HR materials Assist with business and personal tax prep for CEO and submit to CPA Send referral thank-you gifts Ideal Candidate: Self-starter with strong administrative and organizational skills Professional communication and time management Experience with calendars (CRM – Redtail), scheduling, and client engagement Ability to manage multiple tasks independently Why Join Us? Consistent, daytime hours with Fridays ending early Engaging, varied responsibilities Positive and collaborative work environment Opportunity to contribute meaningfully to both business and community-focused initiatives Possibility of expanding position to full-time If you’re a dependable multitasker who enjoys being the backbone of a smooth-running office, we’d love to hear from you! Apply today to join our team. Seniority level
Seniority level Entry level Employment type
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True Wealth is not just about money
Part-Time Executive Assistant Schedule:
Monday–Thursday, 8:00 AM – 2:00 PM | Friday, 8:00 AM – 1:00 PM Compensation:
$35/hour DOE We are seeking a proactive, organized, and detail-oriented
Executive Assistant
to support the daily operations of a dynamic and mission-driven office. This is a part-time role ideal for someone who enjoys variety in their work, thrives in a supportive environment, and takes initiative. Key Responsibilities: Serve as front desk/reception and manage all incoming calls, messages, and voicemail Pick up, sort, and distribute mail Maintain phone systems and coordinate with IT support when needed Manage the CEO’s personal schedule and the company office calendar Schedule appointments, meetings, and charity guitar performances Organize and book annual holiday party Coordinate quarterly client review preparation (scheduling, mailing statements, updating trackers) Handle all aspects of accounts payable and serve as liaison to the bookkeeper Manage check deposits and office insurance Book travel, hotels, and transportation as needed Maintain and order office supplies Send personalized cards and gifts for client and COI life events (birthdays, holidays, new baby, retirement, thank you, sympathy, etc.) Handle some HR functions including employee benefits renewal, EDD correspondence, annual HR materials Assist with business and personal tax prep for CEO and submit to CPA Send referral thank-you gifts Ideal Candidate: Self-starter with strong administrative and organizational skills Professional communication and time management Experience with calendars (CRM – Redtail), scheduling, and client engagement Ability to manage multiple tasks independently Why Join Us? Consistent, daytime hours with Fridays ending early Engaging, varied responsibilities Positive and collaborative work environment Opportunity to contribute meaningfully to both business and community-focused initiatives Possibility of expanding position to full-time If you’re a dependable multitasker who enjoys being the backbone of a smooth-running office, we’d love to hear from you! Apply today to join our team. Seniority level
Seniority level Entry level Employment type
Employment type Part-time Job function
Job function Administrative Referrals increase your chances of interviewing at Align Wealth Advisors by 2x Get notified about new Executive Assistant jobs in
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Community Manager - Fairview Green Apartments - City office Newport Beach
Newport Beach, CA $26.00-$30.00 2 days ago Fullerton, CA $68,000.00-$72,000.00 2 weeks ago Community Manager - Fairview Green Apartments - City office Newport Beach
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Fullerton, CA $6,320.00-$9,014.00 3 days ago College Advisor (Student Services Professional II)
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