Executive Assistant: Client-Focused Ops & Calendar Lead

Greykasell Wealth Strategies, Inc.; Danville (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Greykasell Wealth Strategies, Inc. in Danville, CA, seeks an Executive Assistant to provide high‑level operational, administrative, and organizational support to the team.

You will manage executive calendars, coordinate priorities, and help ensure smooth daily firm operations while supporting client‑facing teams and community partners. The ideal candidate is highly organized, proactive, and detail oriented, enjoys coordinating multiple priorities, and creates exceptional experiences for clients

Qualifications

• 1–3+ years of administrative or executive support experience.
• Exceptional organizational and multitasking skills.
• Strong written and verbal communication.
• Proficiency with Microsoft 365.
• Professional presence and client‑service mindset.

Responsibilities

• Handle incoming calls, mail, shipments, and office communication.
• Maintain organized electronic and physical filing systems.
• Assist in onboarding new hires.
• Order and manage office supplies, equipment, and vendor relationships.
• Greet clients and support client meeting logistics.
• Ensure conference rooms and materials are prepared.
• Assist with client communications and follow‑ups.
• Help track and manage operational and strategic projects.
• Prepare reports, checklists, and documentation.
• Maintain task lists and assist executives with priority management.
• Assist with community outreach and promotional materials.

Skills

Administrative support

Organization & multitasking

Written & verbal communication

Client service mindset

Tools

Microsoft 365

Job description

Greykasell Wealth Strategies, Inc. in Danville, CA, seeks an Executive Assistant to provide high‑level operational, administrative, and organizational support to the team.

You will manage executive calendars, coordinate priorities, and help ensure smooth daily firm operations while supporting client‑facing teams and community partners. The ideal candidate is highly organized, proactive, and detail oriented, enjoys coordinating multiple priorities, and creates exceptional experiences for clients