Executive Operations & Travel Specialist

One Capital Management LLC; Westlake Village (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

One Capital Management LLC is seeking an Executive Assistant to provide comprehensive administrative support to the President in our Westlake Village office. The role includes calendar management, email handling, and preparation of business documents.

The ideal candidate will have strong organizational and communication skills, proficiency in Microsoft Office, and experience with Salesforce or CRM systems. A bachelor's degree and 1–3 years of relevant experience are preferred, with familiarity

Qualifications

• Excellent organizational skills with keen attention to detail and ability to prioritize tasks.
• Strong written and verbal communication skills.
• Expertise in Microsoft Office Suite (Excel, PowerPoint, Word).
• Salesforce experience preferred.
• Bachelor’s degree preferred.
• 1–3 years professional experience preferred.
• Familiarity with financial terminology and wealth management principles.

Responsibilities

• Calendar management: Schedule and coordinate meetings, calls, and travel for the President.
• Email and correspondence management.
• Document preparation: Prepare reports, presentations, and business documents as needed.
• Arrange and manage international and domestic travel for the President including flights, accommodations and ground travel.
• Oversee expense reporting and compliance with firm policies.
• Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.
• Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.

Skills

Organizational skills

Communication skills

Attention to detail

Time management

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

CRM systems

Job description

One Capital Management LLC is seeking an Executive Assistant to provide comprehensive administrative support to the President in our Westlake Village office. The role includes calendar management, email handling, and preparation of business documents.

The ideal candidate will have strong organizational and communication skills, proficiency in Microsoft Office, and experience with Salesforce or CRM systems. A bachelor's degree and 1–3 years of relevant experience are preferred, with familiarity