Senior Executive Assistant to Chief of Staff

Modern Wealth Management, LLC; Monterey (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Modern Wealth Management, LLC is seeking an Executive Assistant to provide high-level administrative, operational, and strategic support to the Chief of Staff and senior executives in Monterey, CA. The role manages complex calendars, coordinates meetings and travel, and handles confidential information with discretion, serving as a key liaison with internal and external stakeholders.

Ideal candidates bring a bachelor’s degree and at least 3 years of experience supporting senior leaders, with

Qualifications

• Bachelor’s degree preferred in business or related field.
• Minimum 3 years of experience as an Executive Assistant or senior admin supporting senior leaders or C-suite.
• Experience coordinating or leading administrative teams preferred.
• Proficiency in Microsoft Office Suite and collaboration tools.
• Excellent organizational and time-management skills with the ability to manage multiple demands.
• Strong written and verbal communication with professionalism.
• Discretion with confidential information and sound judgment.
• Independent with ability to collaborate across teams.

Responsibilities

• Manage executive calendars and schedule meetings.
• Arrange travel itineraries and logistics end to end.
• Prepare and distribute reports, presentations, and materials for executives.
• Screen and prioritize calls and emails; ensure timely follow-up.
• Coordinate and facilitate executive meetings and notes with action tracking.
• Act as liaison between executives and stakeholders.
• Provide leadership to other Executive Assistants and ensure coverage.
• Support onboarding and training of Executive Assistants.
• Assist with special projects in a fast-paced environment.

Skills

Organizational skills

Time management

Prioritization

Communication skills

Calendar management

Travel coordination

Discretion & confidentiality

Education

Bachelor’s degree in Business Administration or related field

Tools

Outlook

Word

Excel

PowerPoint

Job description

Modern Wealth Management, LLC is seeking an Executive Assistant to provide high-level administrative, operational, and strategic support to the Chief of Staff and senior executives in Monterey, CA. The role manages complex calendars, coordinates meetings and travel, and handles confidential information with discretion, serving as a key liaison with internal and external stakeholders.

Ideal candidates bring a bachelor’s degree and at least 3 years of experience supporting senior leaders, with