C-SUITE ASSISTANTS
Executive Assistant to CEO at Financial Advsiory Firm
C-SUITE ASSISTANTS, Irvine, California, United States, 92713
Executive Assistant to CEO at Financial Advsiory Firm
Executive Assistant to CEO at Financial Advsiory Firm
Get AI-powered advice on this job and more exclusive features. Direct message the job poster from C-SUITE ASSISTANTS Director of Recruitment at C-Suite Assistants
A successful financial advisory/investment firm that has been in business for 50 years is looking for an Executive Assistant to the CEO. The former EA was in the position for 12 years and retired. The role is in office and has flex Fridays in the summer and some opportunity to work remotely on Fridays. The position supports the CEO and occasionally will assist the COO. There are 16 employees in the Irvine office. It is a vibrant workplace with a collaborative, supportive environment and unique perks that make the corporate culture truly special About the Job: Coordinate executive outreach and serve as a liaison to the Advisory Board and Senior Management Teams Vet and prioritize the CEO’s emails and draft responses Communicate on behalf of the CEO, with Advisory Board Members, staff and others on matters related to the CEO’s initiatives Prioritize and follows up on issues addressed to the CEO, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response. Handle confidential and sensitive information with discretion Screen incoming phone calls delivering detailed, timely messages to the appropriate parties Proactively manage daily calendar, identifying and mitigation potential conflicts Planning and executing internal and external meetings and events Schedule internal and external meetings Coordinate complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings Process expense reports Assist with personal travel arrangements. Miscellaneous personal tasks as requested (doctor's appts., house needs, family assistance) Assist with personal initiatives as requested Ad hoc projects as needed Limited off-hour availability via text About You: Minimum of 5 years of experience supporting C-Suite Executives BA/BS from a college or university Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook), Adobe and CRM systems Experience at a financial or investment firm a plus Ability to build relationships with stakeholders, including staff, advisory board members, external partners, and clients Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner. Willingness to pursue industry licenses and designations as directed Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Industries Investment Management Referrals increase your chances of interviewing at C-SUITE ASSISTANTS by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Executive Assistant to Chief Executive Officer” roles.
Irvine, CA $62,000.00-$72,000.00 3 weeks ago Executive Assistant / Personal Assistant / Cook & Meal Prep
San Clemente, CA $75,000.00-$120,000.00 1 day ago Business Office Manager - Ambulatory Surgery
Executive Business Partner/ Senior Executive Assistant to CEO
Long Beach, CA $165,000.00-$200,000.00 1 week ago Newport Beach, CA $21.00-$34.00 2 weeks ago Newport Beach, CA $85,000.00-$110,000.00 3 days ago Orange, CA $65,000.00-$85,000.00 3 weeks ago Office Manager At Leading Orthodontics Practice
Future Opening: Agent's Executive Assistant - State Farm Agent Team Member
Orange County, CA $119,200.00-$190,675.00 3 days ago Orange, CA $65,000.00-$75,000.00 1 week ago Office/Operations Manager / ServiceMaster Restore
Irvine, CA $60,000.00-$75,000.00 8 months ago Business Office Manager (Skilled Nursing Facility)
Volunteer: Executive Assistant to Founder of Youth-Based Nonprofit in Compton
Newport Beach, CA $18.50-$30.00 5 days ago Experienced Tax Professional (EA, CPA, CTEC Certification)
Analyst - Governance Support (Executive Assistant)
Irvine, CA $52,000.00-$56,000.00 4 months ago Newport Beach, CA $79,125.00-$131,875.00 1 week ago Tustin, CA $80,000.00-$110,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Executive Assistant to CEO at Financial Advsiory Firm
Get AI-powered advice on this job and more exclusive features. Direct message the job poster from C-SUITE ASSISTANTS Director of Recruitment at C-Suite Assistants
A successful financial advisory/investment firm that has been in business for 50 years is looking for an Executive Assistant to the CEO. The former EA was in the position for 12 years and retired. The role is in office and has flex Fridays in the summer and some opportunity to work remotely on Fridays. The position supports the CEO and occasionally will assist the COO. There are 16 employees in the Irvine office. It is a vibrant workplace with a collaborative, supportive environment and unique perks that make the corporate culture truly special About the Job: Coordinate executive outreach and serve as a liaison to the Advisory Board and Senior Management Teams Vet and prioritize the CEO’s emails and draft responses Communicate on behalf of the CEO, with Advisory Board Members, staff and others on matters related to the CEO’s initiatives Prioritize and follows up on issues addressed to the CEO, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response. Handle confidential and sensitive information with discretion Screen incoming phone calls delivering detailed, timely messages to the appropriate parties Proactively manage daily calendar, identifying and mitigation potential conflicts Planning and executing internal and external meetings and events Schedule internal and external meetings Coordinate complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings Process expense reports Assist with personal travel arrangements. Miscellaneous personal tasks as requested (doctor's appts., house needs, family assistance) Assist with personal initiatives as requested Ad hoc projects as needed Limited off-hour availability via text About You: Minimum of 5 years of experience supporting C-Suite Executives BA/BS from a college or university Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook), Adobe and CRM systems Experience at a financial or investment firm a plus Ability to build relationships with stakeholders, including staff, advisory board members, external partners, and clients Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner. Willingness to pursue industry licenses and designations as directed Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Industries Investment Management Referrals increase your chances of interviewing at C-SUITE ASSISTANTS by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Executive Assistant to Chief Executive Officer” roles.
Irvine, CA $62,000.00-$72,000.00 3 weeks ago Executive Assistant / Personal Assistant / Cook & Meal Prep
San Clemente, CA $75,000.00-$120,000.00 1 day ago Business Office Manager - Ambulatory Surgery
Executive Business Partner/ Senior Executive Assistant to CEO
Long Beach, CA $165,000.00-$200,000.00 1 week ago Newport Beach, CA $21.00-$34.00 2 weeks ago Newport Beach, CA $85,000.00-$110,000.00 3 days ago Orange, CA $65,000.00-$85,000.00 3 weeks ago Office Manager At Leading Orthodontics Practice
Future Opening: Agent's Executive Assistant - State Farm Agent Team Member
Orange County, CA $119,200.00-$190,675.00 3 days ago Orange, CA $65,000.00-$75,000.00 1 week ago Office/Operations Manager / ServiceMaster Restore
Irvine, CA $60,000.00-$75,000.00 8 months ago Business Office Manager (Skilled Nursing Facility)
Volunteer: Executive Assistant to Founder of Youth-Based Nonprofit in Compton
Newport Beach, CA $18.50-$30.00 5 days ago Experienced Tax Professional (EA, CPA, CTEC Certification)
Analyst - Governance Support (Executive Assistant)
Irvine, CA $52,000.00-$56,000.00 4 months ago Newport Beach, CA $79,125.00-$131,875.00 1 week ago Tustin, CA $80,000.00-$110,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr