About this opportunity
Matura Farrington lists this Executive Assistant opportunity in beverly hills, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
IN OFFICE - Executive Assistant to Partners – Financial & Wealth Management Firm
Location: Beverly Hills, CA
Schedule: Monday–Friday, 8:30 AM – 5:30 PM (Fully On‑Site)
Salary: $70,000 annually
Environment: Collaborative, professional, and growth‑oriented
Role Overview
We are seeking an experienced Executive Assistant to provide high‑level administrative support to two partners in a prestigious financial and wealth management firm. This role requires exceptional organizational skills, attention to detail, and the ability to thrive in a fast‑paced environment.
Key Responsibilities
Calendar Management: Coordinate and maintain complex schedules for multiple executives.
Reporting & Analysis: Utilize advanced Excel skills for data reporting, financial tracking, and performance analysis.
Team Assistance: Support internal teams with administrative tasks and project coordination.
Communication: Draft correspondence, manage emails, and liaise with clients and stakeholders.
Meeting Coordination: Prepare agendas, materials, and ensure seamless execution of meetings.
Qualifications
Minimum 3 years experience as an Executive Assistant or similar role.
Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, data analysis).
Excellent organizational and multitasking abilities.
Degree preferred (Business, Finance, or related field).
Professional demeanor and ability to maintain confidentiality.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Administrative
Industries
Executive Offices
Benefits include medical insurance, vision insurance, paid maternity leave, 401(k), disability insurance.
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Worksite address
beverly hills, CA, 90211, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.