Job Description

We’re seeking a sharp, highly organized, and proactive Executive Assistant to support a CFO and financial team. The ideal candidate has a background in finance , is experienced in working with HNW individuals , and thrives in a fast-paced, high-trust environment.

This is not a traditional EA role. You’ll act as a strategic right hand—managing priorities, safeguarding time, anticipating needs, and maintaining the utmost discretion.

Key Responsibilities

• Manage and optimize complex data with account information and confidential data.
• Act as a trusted liaison with high-net-worth clients, institutional partners, and internal stakeholders
• Prepare briefing materials, research notes, and financial summaries ahead of meetings and presentations
• Handle sensitive communications and documentation with strict confidentiality
• Manage personal and professional tasks seamlessly, including concierge-level support when needed
• Track deliverables and follow up on action items across multiple high-stakes projects

About You

• 5+ years of Executive Assistant experience supporting senior leadership in finance, private equity, wealth management, or a family office
• Strong familiarity with financial documents, industry terminology, and client service expectations for HNW clientele
• Impeccable organizational and communication skills—both written and verbal
• High emotional intelligence, with the ability to anticipate needs and handle ambiguity with grace
• Discreet, trustworthy, and capable of managing confidential information with the highest integrity
• Tech-savvy: Comfortable with G-Suite, Microsoft 365, Zoom, and CRM platforms.
• Bachelor's degree preferred

Benefits:

Benefit offerings include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Pay: $32 - $34 hourly

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

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