Executive Assistant

Company DescriptionCapstone Partners Financial and Insurance Services is a financial advisory firm located in Newport Beach, CA. Our team of over 100 financial professionals provides customized financial solutions for clients across the Western United States. Our focus areas include retirement planning, special needs planning, and life care plans. We work closely with our clients to understand their goals and offer personalized guidance to help them achieve financial stability.

Role DescriptionThis is a full-time on-site role for an Executive Assistant to a Financial Planning Practice at Capstone Partners Financial and Insurance Services. As an Executive Assistant, you will provide administrative support to the executives and assist with daily tasks. This includes managing calendars, scheduling appointments, client servicing, back office operations, utilizing multiple systems, task management, compiling reports, digital marketing and providing general executive support. The role requires excellent communication, leadership, and organizational skills, as well as the ability to work in a fast-paced environment.

QualificationsExperience in Executive Administrative Assistance and Administrative AssistanceAbility to handle and create Expense ReportsStrong Executive Support skillsExcellent written and verbal Communication skillsProficient in Microsoft Office Suite and CRM Highly organized and detail-orientedLeadership and Time ManagementClient ServicingCalendar ManagementProcess and Task ManagementAbility to multitask and prioritize tasksPositive and professional attitudeAbility to maintain confidentiality