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Executive Assistant to Chief Executive Officer

  • Source: LinkedIn
  • The Well
  • On-site
  • Santa Clarita
  • Full-Time
  • C level

Job Description

Executive Assistant to the Founder – Wealth Management Firm

Santa Clarita, CA In-Office $100,000–$110,000 + Bonus & Benefits

Ready to be the calm, capable right hand behind a growing wealth management firm?

We’re hiring an Executive Assistant to the Founder on behalf of our client—a growing, independent wealth management firm based in Santa Clarita, CA. This is a true right-hand role: part executive support, part warm front-of-house presence, for a founder who travels a few weeks each month and needs someone who doesn’t need to be told what’s next.

What you’ll own:

  • Her inbox and calendar—triaged, prioritized, and never dropped
  • The follow-ups that keep deals, clients, and commitments moving
  • The office and client experience—warm, organized, and polished from the moment someone walks in
  • Firm events, from planning through execution

What you bring:

  • 3+ years supporting a senior leader or advisor as an EA, PA, or similar
  • Sharp judgment and real discretion with confidential information
  • A self-starter’s instinct—comfortable running the show solo while the founder is on the road
  • Comfort with Salesforce or a similar CRM/workflow platform
  • Bonus: a background in hospitality, client service, or office management

Why you’ll like it here:

  • $100,000–$110,000 base, plus bonus
  • Full benefits: health, dental, vision, 401(k), and profit sharing
  • A close-knit, relationship-driven firm where your work is genuinely felt

Sound like your next role? Apply today—we’d love to talk.

Skills

  • Salesforce
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