Executive Assistant to CEO | Calendar & Travel Support

Centura Wealth Advisory; San Diego (CA); On-site; USD 80,000 - 95,000; Full time

Job summary

Centura Wealth Advisory in San Diego, CA, seeks an Office/Executive Assistant to support the CEO with day-to-day administrative and logistical tasks.

You will own the CEO's calendar, manage inbox and travel, prepare meeting materials, and coordinate across teams with discretion and professionalism. The ideal candidate is highly organized, tech-savvy, and comfortable operating with ambiguity while maintaining accuracy and timely follow-up.

Qualifications

• Three or more years of experience supporting a C-suite executive, preferably a CEO or Managing Director.
• Advanced proficiency in Microsoft Excel and the Microsoft Office suite.
• Experience using Salesforce or other CRM platforms (preferred).
• Experience using Asana or other project management tools (preferred).
• Demonstrated accountability, client orientation, communication, and grit.

Responsibilities

• Manage the CEO's calendar, including scheduling, rescheduling, and resolving conflicts.
• Triage the CEO's inbox, draft client communications in the CEO’s voice as appropriate.
• Coordinate meeting logistics and travel arrangements across internal and external parties.
• Prepare agendas, materials, and briefing notes; take notes and track action items.
• Support the sales team with scheduling and data entry as appropriate.
• Process expense reports and reimbursements.
• Maintain organized digital files and records; proofread documents and correspondence.

Skills

Communication

Emotional intelligence

Data management

Vendor communication

Problem solving

Organization

Adaptability

Stakeholder management

Learning agility

Sales support

Tools

Microsoft Office

Excel

Salesforce

CRM

Asana

SavvyCal

Outlook

Job description

Centura Wealth Advisory in San Diego, CA, seeks an Office/Executive Assistant to support the CEO with day-to-day administrative and logistical tasks.

You will own the CEO's calendar, manage inbox and travel, prepare meeting materials, and coordinate across teams with discretion and professionalism. The ideal candidate is highly organized, tech-savvy, and comfortable operating with ambiguity while maintaining accuracy and timely follow-up.