Executive Assistant

Newport Beach, CA 92660

Post Date: 03/14/2018 Job ID: 95433 Industry: Financial Services Pay Rate: starts at $60,000/yr and DOEE

Our client, an established wealth management firm is currently seeking  an experienced Executive Assistant to provide administrative support for the firm’s senior advisors.




  • Bachelor’s degree or equivalent  experience .
  • 3+ years of experience as an executive assistant.
  • 1+ year of experience in financial services industry (preferred).
  • Proficiency in Microsoft Office (required);
  • Experience with Client Relationship Management (CRM) and document management software (preferred).
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, does not shrink from new challenges.
  • Takes initiative to find solutions and are results oriented.
  • Possesses a passion to help new and existing clients.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others.
  • Flexible team player who is highly adaptable to change and open to new ideas.
  • The ability to maintain confidentiality is essential.


 Duties include:

  • Work with Senior Advisor to identify priorities in servicing clients and all other business items.
  • Coordinate with the appropriate team members to ensure all aspects of the client process are running smoothly and that we are being proactive.
  • Review and File Emails for Senior Advisors
  • Calendaring/Travel Arrangements
  • Meeting Preparation
  • Prepare client files (electronic and/or hard copy) with the appropriate
  • Client Relationship Management (CRM)
  • Marketing
  • Reception
  • Administrative Types memos, correspondence, reports and other documents as needed.
  • Track licensing, continuing education credits and requirements for Senior Advisors.
  • General Office (Back-up support to Receptionist)


This is a temp to hire position. Once hired,  salary will start at $60,000/yr and will be based on candidate experience and industry standards. 

Great Benefits offered once hired on . Qualified candidates are encouraged to submit their resume to la@stivers.com and refer to job # 95433 in the subject line. EOE/M/F/D/V. 




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