Executive Administrative & HR Assistant

Stratos Private Wealth; San Diego (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Base salary $75,000-$95,000

Bonus 10-15% of base salary

Employer-paid health insurance

401(k) retirement match

Paid holidays and vacation

Remote Fridays + 26 flex remote days

Education reimbursement

Job summary

Stratos Private Wealth is seeking an organized Executive Administrative & HR Assistant to support the COO and help run the office. This role blends executive administration, office management, and HR, offering hands-on HR exposure in a client-focused wealth management environment.

You will manage calendars, coordinate meetings, assist with interviews and onboarding, support HR processes, and help maintain a polished office.

Qualifications

• 2+ years in an administrative, executive assistant, or office support role.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• High level of professionalism, discretion, and judgment.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Provide day-to-day administrative support to the firm.
• Manage calendars, scheduling, and meeting logistics.
• Coordinate internal and external meetings, including client scheduling.
• Help track priorities, follow-ups, and key initiatives.
• Assist with special projects and internal coordination.
• Assist with hiring, including coordinating interviews and candidate logistics.
• Assist with onboarding and offboarding, including scheduling, documentation, and setup.
• Support employee records and internal HR documentation.
• Assist with payroll, benefits coordination, and general HR processes.
• Help maintain confidentiality and professionalism across all HR-related matters.
• Help maintain a polished, organized, and efficient office environment.
• Coordinate office supplies, vendors, and equipment for staff.
• Assist with day-to-day office operations and internal logistics.
• Support team needs to ensure smooth daily workflow.
• Assist with internal team events, meetings, and office celebrations.
• Support client events and firm-hosted gatherings.

Skills

Administrative experience

Organizational skills

Communication skills

Multitasking ability

Professionalism & discretion

MS Office Suite

Tools

MS Office Suite

Job description

Stratos Private Wealth is a growing, client-focused wealth management firm dedicated to helping individuals and families achieve their long-term financial goals. We pride ourselves on delivering a high-touch, personalized client experience while fostering a collaborative, team-oriented culture.

We are seeking a polished, highly organized, and service-minded Executive Administrative & HR Assistant to support our Chief Operating Officer and help keep our team and office running smoothly. This is a unique opportunity for someone with a strong administrative background who is interested in gaining hands‑on experience in Human Resources. You’ll play a key support role across executive administration, office management, and HR.

WHAT YOU’LL DO

Executive & Administrative Support

• Provide day-to-day administrative support to the firm
• Manage calendars, scheduling, and meeting logistics
• Coordinate internal and external meetings, including assisting with client scheduling
• Help track priorities, follow-ups, and key initiatives
• Assist with special projects and internal coordination

HR Support

• Assist with hiring, including coordinating interviews and candidate logistics
• Assist with onboarding and offboarding, including scheduling, documentation, and setup
• Support employee records and internal HR documentation
• Assist with payroll, benefits coordination, and general HR processes
• Help maintain confidentiality and professionalism across all HR-related matters

Office Management

• Help maintain a polished, organized, and efficient office environment
• Coordinate office supplies, vendors, and equipment for staff
• Assist with day-to-day office operations and internal logistics
• Support team needs to ensure smooth daily workflow

Events & Team Support

• Assist with internal team events, meetings, and office celebrations
• Support client events and firm-hosted gatherings

WHAT WE’RE LOOKING FOR

• 2+ years of experience in an administrative, executive assistant, or office support role
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• High level of professionalism, discretion, and judgment
• Highly proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

PREFERRED (but not required):

• Interest in or exposure to HR
• Experience supporting an executive or leadership team
• Experience with scheduling, calendar management, and coordination
• Background in financial services or similar professional office environments

WHY CHOOSE STRATOS PRIVATE WEALTH?

++Competitive Compensation & Benefits++

– We offer a top-tier compensation and benefits package, including:

• Base Salary: $75,000 – $95,000
• Bonuses: Performance-based bonus (10-15% of base salary)
• Insurance: 100% employer-paid medical insurance for employees, optional employee paid dental and vision coverage
• Retirement: 6% 401(k) match
• Time Off: 10 paid holidays, 2 Floating Holidays, 13 vacation days (18 days after two years), 7 sick days, Summer Fridays (short day)
• Flexibility: Remote work every Friday + 26 flex remote days
• Professional Development: 100% education reimbursement for approved programs

++Growth & Development++

• Growth Opportunities: This role offers a long-term opportunity to expand your skill set and grow your responsibilities.
• Professional Development: We support team members in building skills and experience through hands‑on training and close collaboration with experienced professionals.
• Performance Feedback: Team members receive regular feedback and coaching to support strong performance, continuous learning, and professional growth, including a professional development plan and performance review twice a year.
• Training & Education: We offer in‑house training throughout the year and encourage ongoing learning through our continuing education program, including education reimbursement for approved courses.

++Positive Culture and Work Environment++ –

• Modern Workspaces: A state-of-the-art workspace with triple monitors, standing desks, and complimentary drinks and snacks.
• Employee Engagement Initiatives: We conduct bi-annual engagement surveys, bi-weekly team meetings, weekly 1-on-1 meetings with managers, and regular team events to foster collaboration and ensure every voice is heard.
• Innovation Rewards: We offer a “Better Way” bonus for improving processes and procedures.