Executive Administrative Assistant

A leading global finance firm with beautiful offices in San Diego, CA is looking for a dedicated Executive Administrative Assistant to support their collaborative wealth advisory team. This is the ideal role for a candidate who is a natural organizer and who is highly skilled in providing a very high level of client services with a people focused approach and an eye for detail. Your drive to play an integral role in the administration and operations of our firm will make a direct impact on our client service team. You will collaborate with a team of senior level financial executives, and their HNW and UHNW clients, where you will foster relationships, coordinate extensive calendaring and meeting management, provide resources through documentation and engage in a high level of transactional support work. Your positive attitude and can-do mentality will help you as you build rapport and gain client trust. You'll also help coordinate our in-person meetings and events, holiday parties, client dinners and outings, and overall navigate logistics and any special projects. You will be entrusted to learn an intricate process of internal document management, where you will handle sensitive files, handling financial documentation and provide digital files for presentations and reporting, overall ensuring accurate information is being shared with the right parties. The right individual is seeking a high-performing team that values integrity, hard-work, commitment, a passion for people, and a natural ability to connect and drive goals. You'll have at least 2 years of prior administrative experience ideally in a corporate setting under your belt. This a multi-faceted position and you'll be working with senior leaders in the industry.