Planning Operations Associate

Elevate Financial Partners; Newport Beach (CA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

$60,000 annual base salary

Performance based bonuses

Health, dental, and vision benefits

Paid Time Off

Job summary

A financial services organization is seeking a highly organized Executive Assistant to support the CEO in Newport Beach. The role involves managing the CEO's calendar, coordinating communication, and ensuring smooth operations. Candidates should have 2–4 years of experience in a professional environment, with strong communication skills and attention to detail. Benefits include a $60,000 annual salary, performance bonuses, and health benefits.

Qualifications

• 2–4 years of experience supporting executives in a professional environment.
• Experience in financial services or client-focused organizations preferred.
• Excellent organizational skills and attention to detail.
• Proficiency with basic CRM or workflow tools.

Responsibilities

• Manage the CEO's calendar, appointments, and daily schedule.
• Coordinate communication between the CEO, clients, and employees.
• Prepare emails, correspondence, and basic reports.
• Track deadlines and ensure follow-through on commitments.

Skills

Organizational skills

Communication skills

Proactive approach

Discretion

Attention to detail

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

Google Workspace

Job description

Elevate Financial Partners is a multi‑entity financial services organization serving ultra‑high‑net‑worth individuals, business owners, and sophisticated investors. We operate across advisory, consulting, planning, life insurance, and investment platforms, delivering coordinated strategy and execution for complex client needs.

We are seeking a highly organized, detail‑oriented, and proactive Executive Assistant to support the CEO. This role is ideal for someone who thrives in a fast‑paced environment, communicates professionally, and enjoys keeping operations running smoothly.

The Role

The Executive Assistant reports directly to the CEO and provides administrative and operational support across Elevate and its affiliated entities. This individual will manage day‑to‑day logistics, email management, coordinate communication, and ensure follow‑through on key tasks and priorities.

This is a trusted, high‑visibility role requiring professionalism, discretion, and strong organizational skills.

Key Responsibilities

• Executive Support
• Manage and organize the managing partners calendar, appointments, and daily schedule
• Coordinate professional and occasional personal scheduling needs
• Prepare emails, correspondence, and basic reports
• Assist with meeting preparation, agendas, and follow‑up tasks
• Coordinate travel arrangements and itineraries
• Track deadlines, commitments, and action items to ensure follow‑through
• Maintain confidentiality across all business matters

Client and Advisor Communication

• Support communication between the managing partner and clients, advisors and employees
• Answer and route calls professionally, ensuring a positive client experience
• Escalate sensitive matters to leadership when appropriate
• Maintain professionalism and discretion in all interactions

Experience & Qualifications

• 2–4 years of experience supporting executives or teams in a professional environment
• Experience in financial services, professional services, or a client‑focused organization preferred
• Strong written and verbal communication skills
• High comfort level interacting with clients, advisors, and external partners
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple priorities in a fast‑moving environment
• Proficiency with Microsoft Office, Google Workspace, and basic CRM or workflow tools
• Demonstrated ability to handle confidential information with discretion
• A bachelor’s degree is preferred but not required for the right candidate with relevant experience.

Compensation and Benefits

At Elevate Financial Partners, we are building a long‑term team of high performers who take ownership and operate with excellence.

We offer:

• $60,000 annual base salary
• Performance based bonuses as part of the role
• Health, dental, and vision benefits
• Group life and disability insurance with employer cost‑sharing
• Paid Time Off and holiday pay
• Opportunity for long term growth within a growing financial organization