Strategic Executive Assistant to CEO — Financial Services

Elevate Financial Partners; Newport Beach (CA); Sur place; USD 54 000 - 66 000; Plein temps

Avantages offerts par ce poste

$60,000 annual base salary

Performance based bonuses

Health, dental, and vision benefits

Paid Time Off

Résumé du poste

A financial services organization is seeking a highly organized Executive Assistant to support the CEO in Newport Beach. The role involves managing the CEO's calendar, coordinating communication, and ensuring smooth operations. Candidates should have 2–4 years of experience in a professional environment, with strong communication skills and attention to detail. Benefits include a $60,000 annual salary, performance bonuses, and health benefits.

Qualifications

• 2–4 years of experience supporting executives in a professional environment.
• Experience in financial services or client-focused organizations preferred.
• Excellent organizational skills and attention to detail.
• Proficiency with basic CRM or workflow tools.

Responsabilités

• Manage the CEO's calendar, appointments, and daily schedule.
• Coordinate communication between the CEO, clients, and employees.
• Prepare emails, correspondence, and basic reports.
• Track deadlines and ensure follow-through on commitments.

Connaissances

Organizational skills

Communication skills

Proactive approach

Discretion

Attention to detail

Formation

Bachelor's degree (preferred)

Outils

Microsoft Office

Google Workspace

Description du poste

A financial services organization is seeking a highly organized Executive Assistant to support the CEO in Newport Beach. The role involves managing the CEO's calendar, coordinating communication, and ensuring smooth operations. Candidates should have 2–4 years of experience in a professional environment, with strong communication skills and attention to detail. Benefits include a $60,000 annual salary, performance bonuses, and health benefits.