Elite Executive & Personal Assistant to Managing Partner

Capstone Partners Financial and Insurance Services; Newport Beach (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

Disability Insurance

Job summary

Capstone Partners is seeking a highly organized, proactive Executive & Personal Assistant to support the Managing Partner in Newport Beach, California. This role blends executive business support with personal logistics in a fast-paced setting.

The ideal candidate will anticipate needs, manage competing priorities, and maintain discretion while coordinating complex schedules, travel, events, and confidential information for the senior leadership team.

Qualifications

• 5+ years of experience supporting a C-suite executive, business owner, Managing Partner, or senior leader.
• Exceptional organizational, time-management, and multitasking skills.
• Highly proactive with the ability to anticipate needs and take initiative without extensive direction.
• Strong judgment, problem-solving, and decision-making abilities.
• Excellent written and verbal communication skills.
• Ability to handle confidential and sensitive information with absolute discretion.
• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Teams.
• Experience managing complex calendars, travel, events, and competing priorities.
• Ability to work independently while collaborating effectively with a broad range of people.

Responsibilities

• Executive Support: Manage complex business and personal calendars, appointments, and scheduling priorities.
• Coordinate meetings, leadership sessions, recruiting activities, client engagements, and special events.
• Prepare agendas, reports, presentations, meeting materials, and executive briefing documents.
• Serve as a trusted point of contact for internal and external stakeholders.
• Monitor and prioritize communications, ensuring important items receive timely follow-up.
• Track commitments, deadlines, and follow-up items to keep priorities moving forward.
• Anticipate upcoming needs and ensure the Managing Partner is prepared for meetings, events, and other commitments.

Skills

C-suite support

Calendars & scheduling

Travel logistics

Discretion

Communication

Microsoft 365

Tools

Outlook

Word

Excel

PowerPoint

Teams

Job description

Capstone Partners is seeking a highly organized, proactive Executive & Personal Assistant to support the Managing Partner in Newport Beach, California. This role blends executive business support with personal logistics in a fast-paced setting.

The ideal candidate will anticipate needs, manage competing priorities, and maintain discretion while coordinating complex schedules, travel, events, and confidential information for the senior leadership team.