Executive Assistant & Office Operations Lead

CoastEdge Partners; San Diego (CA); On-site; USD 60,000 - 70,000; Full time

Job summary

CoastEdge Partners, an independent advisory firm in San Diego, is seeking a proactive Executive Assistant to support Co-Managing Partners and manage the office’s operations. The role splits roughly 50/50 between firm-related admin and personal tasks, based in San Diego.

The ideal candidate excels in organization, discretion, and client-facing communication, with comfort in a small, dynamic team. Full-time, with standard business hours.

Qualifications

• Bachelor's degree preferred (not required).
• 2+ years administrative, executive assistant, or office management experience preferred.
• Financial services experience is a plus, not a requirement.
• Strong verbal and written communication and organizational skills.
• Highest standards of confidentiality and discretion.

Responsibilities

• Own calendar and travel management for the Co-Managing Partners.
• Plan and coordinate personal and business travel itineraries with pricing.
• Manage mail, packages, and deliveries with discretion.
• Prepare meeting materials, presentations, and work products.
• Coordinate client meetings for UHNW individuals with high professional standards.
• Handle personal and professional tasks to boost executive efficiency.
• Maintain confidentiality and professionalism at all times.
• Prepare and submit expense reports accurately.
• Coordinate small firm events, client gatherings, and celebrations.
• Provide general administrative and ad hoc project support across the firm.
• Lead office management and facilities coordination.
• Receptionist/front desk duties: greet visitors, answer phones, direct calls.

Skills

Strong communication

Organizational skills

MS Office

Attention to detail

Discretion/confidentiality

Proactive / initiative

Interpersonal skills

Learning new tools

Education

Bachelor's degree preferred

Tools

Outlook

Word

Excel

PowerPoint

Job description

CoastEdge Partners, an independent advisory firm in San Diego, is seeking a proactive Executive Assistant to support Co-Managing Partners and manage the office’s operations. The role splits roughly 50/50 between firm-related admin and personal tasks, based in San Diego.

The ideal candidate excels in organization, discretion, and client-facing communication, with comfort in a small, dynamic team. Full-time, with standard business hours.