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Collective VFO - Virtual Family Office

Executive Administrative Assistant

Collective VFO - Virtual Family Office, Yucaipa, California, United States, 92399

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Collective VFO is seeking a highly organized, tech-savvy, and proactive Executive Assistant to support the founder of Collective VFO and affiliated entities. This role requires a unique blend of executive support, marketing coordination, and operational execution in a fast-paced, high-growth environment. The ideal candidate will have strong communication skills, experience with CRM platforms (especially Zoho), and a working knowledge of AI tools and social media. You will collaborate with team members to ensure timely execution of key projects and provide direct support across all areas of business and task management. Key Responsibilities

Act as the personal Executive Assistant to the founder across Collective VFO and affiliated ventures Manage calendar appointments, meeting prep, and task tracking Support CRM implementation and updates (Zoho preferred) Coordinate blog development and oversee social media posting and engagement Research and develop new marketing and social media strategies across platforms Assist with presentation prep, project tracking, and documentation Collaborate with internal team members to support project coordination and client workflows Execute a wide range of personal and professional administrative tasks with discretion and initiative Qualifications

2+ years of experience in Executive Assistant, Marketing Coordinator, or Project Support roles Comfortable using CRM systems, Google Workspace, and other business tools Experience with social media platforms (LinkedIn, Instagram, etc.) Ability to manage shifting priorities and multiple concurrent tasks Strong written and verbal communication skills Tech-forward mindset; experience with AI tools is a plus Creative and resourceful, with a willingness to take ownership Must be able to work in-office in Yucaipa, CA (hybrid flexibility available) Bonus: Exposure to financial services, accounting, or consulting environments Seniority level

Entry level Employment type

Full-time Job function

Administrative Industries

Business Consulting and Services

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