Associate | Executive Operations

One Capital Management LLC; Westlake Village (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

One Capital Management LLC is seeking an Executive Assistant to provide comprehensive administrative support to the President in our Westlake Village office. The role includes calendar management, email handling, and preparation of business documents.

The ideal candidate will have strong organizational and communication skills, proficiency in Microsoft Office, and experience with Salesforce or CRM systems. A bachelor's degree and 1–3 years of relevant experience are preferred, with familiarity

Qualifications

• Excellent organizational skills with keen attention to detail and ability to prioritize tasks.
• Strong written and verbal communication skills.
• Expertise in Microsoft Office Suite (Excel, PowerPoint, Word).
• Salesforce experience preferred.
• Bachelor’s degree preferred.
• 1–3 years professional experience preferred.
• Familiarity with financial terminology and wealth management principles.

Responsibilities

• Calendar management: Schedule and coordinate meetings, calls, and travel for the President.
• Email and correspondence management.
• Document preparation: Prepare reports, presentations, and business documents as needed.
• Arrange and manage international and domestic travel for the President including flights, accommodations and ground travel.
• Oversee expense reporting and compliance with firm policies.
• Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.
• Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.

Skills

Organizational skills

Communication skills

Attention to detail

Time management

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

CRM systems

Job description

Description

• Administrative Support for the President of the Firm
  
  
  
  • Calendar Management: Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements.
  
  
  • Email and Correspondence: Manage incoming emails and communications.
  
  
  • Document Preparation: Prepare reports, presentations, and business documents as needed.
  
  
  
  


• Travel & Expense Management
  
  
  
  • Arrange and manage international and domestic travel for the President including flights, accommodations and ground travel
  
  
  • Oversee expense reporting and compliance with firm policies
  
  
  
  


• Confidentiality: Handle sensitive information with the utmost discretion and confidentiality.


• Tracking & Documentation
  
  
  
  • Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.
  
  
  
  


• Collaboration and Professional Development
  
  
  
  • Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.
  
  
  
  

Requirements

• Excellent organizational skills with keen attention to detail and the ability to prioritize tasks.


• Strong communication skills, both written and verbal.


• Expertise in Microsoft Office Suite (Excel, PowerPoint, Word)


• Salesforce experience preferred.


• Bachelor’s degree is preferred.


• 1-3 years professional experience is preferred.


• Familiarity with financial terminology and basic wealth management principles.