Executive Assistant

Job Description:

The Job/What You'll Do:

Are you an energetic, self-starter looking to make a change, expand upon your responsibilities and have a measurable impact on the growth of an established and developing financial services company?  Play an integral role as you leverage your high degree of confidentiality, integrity, and professionalism while serving as Executive Assistant to the Chief Financial Officer.  We look for you to bring initiative, resourcefulness and the ability to make sound decisions while you balance vital responsibilities with grace. Your desire for a fast-paced and exciting environment will be realized in this career opportunity with a company that is dedicated to the personal and professional development of its valued employees. Join our team and showcase your talent for delivering reliable VIP service.

This position reports directly to the CFO. Serve as an internal resource to provide information and handle special projects, meeting and event facilitation, and coordinate travel. Ideal candidate will possess all the qualifications required of the job, is dependable and motivated, is highly organized, and is able to meet deadlines and learn quickly.

As the Executive Assistant, working from our Concord, CA office, your primary mission will be to provide best-in-class executive support which involves a wide variety of duties that are critical to ensuring smooth and seamless business processes. 

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

• The person in this position will be responsible for various executive administration tasks, including but not limited to the following:
  • Calendar management, scheduling of meetings, coordinating meetings on-site and via video and teleconferencing
  • Organize special projects, travel arrangements and process-related expense reporting
  • Create or edit documents using Microsoft Office applications
  • Escalate issues as needed to ensure timely response
  • Submit purchase order requests and manage accounts payable submissions
  • Work closely