Executive Assistant

Matura Farrington; Beverly Hills (CA); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Paid maternity leave

401(k)

Disability insurance

Job summary

A prestigious financial firm in Beverly Hills seeks an experienced Executive Assistant to support two partners with high-level administrative duties. Key responsibilities include calendar management, advanced Excel usage for data analysis, and communication with clients. The ideal candidate should have at least three years of experience and a degree in a relevant field. This full-time position offers benefits including medical insurance and a 401(k).

Qualifications

• Minimum 3 years experience as an Executive Assistant or similar role.
• Strong proficiency in Microsoft Excel including pivot tables and VLOOKUP.
• Excellent organizational and multitasking abilities.

Responsibilities

• Coordinate and maintain complex schedules for multiple executives.
• Utilize advanced Excel skills for data reporting and financial tracking.
• Support internal teams with administrative tasks and project coordination.
• Draft correspondence and manage emails.
• Prepare agendas and materials for meetings.

Skills

Calendar Management

Advanced Excel skills

Organizational abilities

Multitasking

Confidentiality

Education

Degree in Business, Finance, or related field

Tools

Microsoft Excel

Job description

IN OFFICE - Executive Assistant to Partners – Financial & Wealth Management Firm

Location: Beverly Hills, CA

Schedule: Monday–Friday, 8:30 AM – 5:30 PM (Fully On‑Site)

Salary: $70,000 annually

Environment: Collaborative, professional, and growth‑oriented

Role Overview

We are seeking an experienced Executive Assistant to provide high‑level administrative support to two partners in a prestigious financial and wealth management firm. This role requires exceptional organizational skills, attention to detail, and the ability to thrive in a fast‑paced environment.

Key Responsibilities

• Calendar Management: Coordinate and maintain complex schedules for multiple executives.
• Reporting & Analysis: Utilize advanced Excel skills for data reporting, financial tracking, and performance analysis.
• Team Assistance: Support internal teams with administrative tasks and project coordination.
• Communication: Draft correspondence, manage emails, and liaise with clients and stakeholders.
• Meeting Coordination: Prepare agendas, materials, and ensure seamless execution of meetings.

Qualifications

• Minimum 3 years experience as an Executive Assistant or similar role.
• Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, data analysis).
• Excellent organizational and multitasking abilities.
• Degree preferred (Business, Finance, or related field).
• Professional demeanor and ability to maintain confidentiality.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Administrative

Industries

Executive Offices

Benefits include medical insurance, vision insurance, paid maternity leave, 401(k), disability insurance.

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