Executive Assistant : Hybrid

Jobot

Newport Beach, CA

JOB DETAILS
SALARY
$80,000–$110,000 Per Year
SKILLS
Accounting, Administrative Skills, Analysis Skills, Budgeting, Business Administration, Business Operations, C-Level Management, Calendar Management, Campaigns, Communication Skills, Corporate Event Management, Customer Relationship Management (CRM), Database Administration, Dental Insurance, Detail Oriented, Disability Insurance, Event Management, Executive Assistant Skills , Expense Management, Expense Reports, Finance, Financial Services, Insurance, Investment Accounting, Leadership, Legal, Life Insurance, Logistics, Marketing, Marketing Campaign, Marketing Communications, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Performance Analysis, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Project/Program Coordination, Team Player, Time Management, Travel Planning, Vendor/Supplier Management, Vendor/Supplier Selection, Vision Plan, Willing to Travel, Writing Skills
LOCATION
Newport Beach, CA
POSTED
Today
Executive Assistant : Hybrid / Amazing Benefits/ Flex Schedule / Amazing work Culture

This Jobot Job is hosted by: Haley Lucas
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $80,000 - $110,000 per year

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.


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com