Easy Apply Now

A bit about us:

We are a growing and innovative financial investment firm seeking a highly organized, proactive, and experienced Executive Assistant to provide strategic support to our C-level leadership team. This permanent hybrid role offers a unique opportunity to work across both our Accounting and Finance departments, serving as a trusted partner in managing executive priorities and driving operational efficiency.

The ideal candidate is a resourceful self-starter who thrives in a fast-paced environment and excels at managing multiple responsibilities with professionalism and discretion. This role requires extensive experience coordinating executive travel, planning corporate events, managing expense reporting, and supporting high-level business operations. Strong proficiency in Microsoft Office Suite, Outlook, HubSpot, and marketing support activities is essential.

If you bring at least five years of executive support experience, exceptional attention to detail, and a passion for delivering outstanding administrative and organizational support, we invite you to join our collaborative and growing team.

Why join us?

  • Competitive salary and performance-based bonus
  • Medical, dental, and vision insurance
  • Company-paid life and disability insurance
  • Pet insurance
  • 401(k) with company match
  • Generous PTO and paid holidays
  • Hybrid work schedule
  • Professional development opportunities
  • Supportive team environment with growth potential

Job Details

Key Responsibilities
  • Provide high-level administrative support to C-suite executives, including calendar management, correspondence, meeting coordination, and handling confidential information with discretion.
  • Manage complex executive calendars, schedule internal and external meetings, and ensure all meeting materials and logistics are prepared in advance.
  • Coordinate and execute corporate events, including venue selection, vendor management, budgeting, and on-site logistics.
  • Arrange and manage domestic and international travel, including flights, accommodations, transportation, and detailed travel itineraries.
  • Prepare, review, and submit executive expense reports accurately and in a timely manner.
  • Assist with the development, distribution, and tracking of marketing initiatives using HubSpot, including campaign performance reporting and database management.
  • Create, edit, and maintain professional documents, presentations, reports, and communications using Microsoft Office Suite and Outlook.
  • Serve as a liaison between executives, internal departments, clients, and external partners.
  • Support Accounting and Finance teams with administrative projects and operational initiatives as needed.
  • Manage multiple priorities and special projects simultaneously while maintaining exceptional attention to detail and meeting deadlines.

Qualifications
  • 5+ years of experience supporting senior executives in an Executive Assistant or similar high-level administrative role.
  • Prior experience within the financial services, investment, accounting, or finance industry preferred.
  • Demonstrated expertise in executive calendar management, event planning, travel coordination, and expense reporting.
  • Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
  • Hands-on experience with HubSpot, including CRM management, marketing campaigns, and reporting.
  • Strong understanding of marketing concepts and the ability to support marketing initiatives and communications.
  • Proven ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
  • Exceptional organizational, time-management, and project coordination skills.
  • Excellent written and verbal communication skills with the ability to interact professionally with executives, clients, and stakeholders.
  • Highly adaptable, resourceful, and capable of thriving in a fast-paced, deadline-driven environment.
  • Strong analytical and problem-solving abilities with meticulous attention to detail.
  • Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field preferred.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Easy Apply Now