Executive Assistant

Montium; Lakewood (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Montium is seeking a proactive Executive Assistant to act as a force multiplier for our partnership team. This role requires managing complex calendars, overseeing sales deal flow, and maintaining financial accuracy with an ownership mindset to drive projects to completion.

The ideal candidate thrives in a fast-paced environment and acts as the right hand to the partners, ensuring external relationships are nurtured and tasks are executed efficiently.

Qualifications

• 3+ years in an EA, Operations, or Project Coordination role.
• Solid understanding of bookkeeping principles and budget coordination.
• Proficiency in scheduling tools and general tech-savviness to manage complex calendars.

Responsibilities

• Oversee expense reimbursement for partners and coordinate budget meetings with reports.
• Provide oversight on active sales deals and monitor the pipeline to flag bottlenecks or urgent priorities.
• Manage a complex, fast-moving calendar and act as primary contact for partner follow-ups.
• Anticipate needs, draft high-level correspondence, and ensure executive time is spent on high-priority tasks.

Skills

3+ years experience

Financial literacy

Tech savviness

Fast-Paced

Initiative

Tools

Scheduling tools

Job description

Job Title: Executive Assistant

Role Overview

We are seeking a high-energy detail-oriented Executive Assistant to act as a force multiplier for our partnership team. This isn’t a "sit back and wait" role; we need a proactive partner who can manage complex calendars, oversee sales deal flow, and keep our financial accuracy in tight order. The ideal candidate thrives in a fast-paced environment and possesses the "ownership" mentality required to drive projects to completion without constant supervision.

The ideal candidate is proactive and detail-oriented with the ability to act as the right hand to the partners.

Core Responsibilities

Financial & Budget Management:

• Manage expense reimbursement for partners.
• Coordinate the end-to-end process for budget meetings, including preparing reports and ensuring all stakeholders are aligned.

Sales Oversight & Deal Tracking:

• Provide oversight on active sales deals, ensuring that stakeholders are updated and nothing falls through the cracks.
• Monitor the sales pipeline and alert leadership to bottlenecks or urgent priorities.

Strategic Calendar & Communication:

• Manage a complex, fast-moving calendar, prioritizing high-value meetings.
• Act as the primary point of contact for partner follow-ups, ensuring external relationships are nurtured and tasks are executed.

Administrative Excellence:

• Anticipate needs before they arise and take initiative to solve problems.
• Draft high-level correspondence and ensure the executive’s time is spent on the highest-priority tasks.

Key Requirements & Skills

Experience: 3+ years in an EA, Operations, or Project Coordination role.

Financial Literacy: Solid understanding of bookkeeping principles and budget coordination.

Tech Savvy: Proficiency in (xx) and advanced scheduling tools.

• The "It" Factor:
• Fast-Paced: You move quickly but don't sacrifice accuracy.
• Motivated: You are driven by results and take pride in "leveling up" the executive you support.
• Initiative: You don't wait for a to-do list; you create it