Executive Assistant

You will manage mostly business related tasks as well as organizational tasks. To do this role properly you should have a detailed understanding of the full Microsoft Office suite, be extremely fast at solving problems and have experience as an executive or administrative assistant in the past.

A day in the life:

• Build trusting relationships with our clients and educate them on our portfolio strategy, investment philosophy, and important market events

• Organizing the financial advisors’ work schedule in an efficient manner

• Planning, organizing and orchestrating seminars at multiple venues throughout San Diego County

Your qualifications:

• 1+ years of work experience as an executive assistant, personal assistant, or similar role

• Discretion and confidentiality with every client

• Bachelor’s degree

• Well-organized, detail-oriented, ability to multi-task with great follow-up skills

• Quick learner and self-starter

*Not hiring at the moment for this position