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Executive Assistant & Project Manager
Executive Assistant & Project ManagerAbacus Wealth Partners • Santa Monica, CA, US
Executive Assistant & Project Manager

Executive Assistant & Project Manager

Abacus Wealth Partners • Santa Monica, CA, US
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Job Description

Job Description

The Right Candidate Identifies With This

We have two of these roles to fill. In one of them, we need someone to be the right hand of the CEO. In the other, we need strong support for our Co-CIOs and Director of Impact. In either, you are a skilled multitasker, highly communicative, and quick thinking individual who also has deep empathy and prioritizes our team culture. Your job will range from the day to day of helping schedule meetings / manage the calendar, organizing notes and follow ups,  designing slide decks, event planning and coordinating across departments. There isn’t much that would not fall in your job description, and you are excited by that. You are a jack of all trades with a keen eye for detail and design. You love working with people and are a strong collaborator. You thrive in an environment with clear expectations but with autonomy and creativity to get things done in the best way possible. You are interested in using technology strategically and consider yourself a lifelong learner.

Mostly, you are looking for a role that can become a career. You want to put down roots and work for a purpose-driven company. The starting salary range for this role is $75k - $90k.

Primary Responsibilities

  • Professional calendar juggler. Not just logistics, but being able to gauge meeting priority (or heck, even if that meeting is necessary), make sure there is time for things like lunch and a bathroom break.
  • Builds slide decks for internal and external presentations. Not afraid to use a gif where appropriate.
  • Manages assigned projects and timelines for key meetings and presentations, like staff, partner, and board meetings.
  • Ensures efficient project meetings by preparing agendas, sending calendar invites, taking notes, and following up with everyone on deadlines and assignments.
  • Keeps themselves and their executive organized by creating and using Trello boards and other tools.
  • Communicates regularly and clearly via emails to the members of the firm and key project owners.
  • Gathers firm feedback by proactively touching base with team members, providing status updates, and sending out Google Forms.
  • Keeps abreast of upcoming internal meetings, attending as a departmental representative and taking notes / providing follow up as needed.
  • Prepares documents, spreadsheets, and presentations as needed by their executive, including but not limited to staff meetings, data tracking, and executive-level presentations.

Keys to Success

  • Alignment with our Core Values – not just on your resume, but in your daily actions and decisions.
  • 3+ years of professional experience (in any field). Experience with administrative tasks and tools is most helpful. Experience as an Executive Assistant is not required, but provides a strong competitive edge.
  • Strong comfort in a Mac environment and in using the G Suite (email, forms, and slides in particular).
  • Ability to multitask and juggle competing priorities.
  • Strong sense for design for creating documents and presentations. You may have dabbled as a graphic designer.
  • Ease with technology and comfort in learning new skills / software, such as G-Suite apps, Trello, SalesForce, Zoom, and learning management software .
  • Outstanding communication and facilitation skills, with the ability to write clear emails, create masterful agendas, read the room, and redirect conversation in real time.
  • Ability to problem solve, with an aptitude for resourcefulness. When something unexpected arises, you remain calm and find the right solution.
  • Excellent organization skills and attention to detail, with the ability to prioritize deadlines and keep track of people, workload, and moving targets.
  • Marketing acumen and adept in social media platforms.
  • Embraces a spirit of self reflection and growth. Takes initiative to tactfully identify, callout, and amend areas of improvement within firm processes and protocols.
  • Prior project management experience or certifications is very helpful, but not required.
  • Prior experience with Trello and / or Salesforce, is helpful, but not required.
  • Comfort with being self-motivated in a remote environment. This role is remote, but preference will be given to candidates local to the Santa Monica, CA area.
  • Appreciation for our B Corp certification - we're committed to people and planet, not just profits (revolutionary, we know).
  • We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy.

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