Executive Assistant to Partner (Wealth Management & Accounting)

Job Details

We are seeking a highly organized and proactive Executive Assistant to work directly with the Managing Partner of growing wealth management and accounting firms. This individual will serve as a trusted partner, helping manage communications, prioritize initiatives, coordinate client meetings, and ensure important matters receive timely follow-up.

The ideal candidate has experience working directly with a managing partner in a professional service firm (wealth management or accounting).

About Our Firm

This role will work between our wealth management and accounting firms with the managing partner.

Pelletier & Leo - Our accounting firm has a rich history dating back 41 years. We work with high net worth individuals and businesses throughout the Los Angeles area.

P&L Family Wealth - A new wealth management firm backed by our long-established accounting practice.

Key Responsibilities

• Work directly with the Managing Partner on daily priorities, projects, and client matters
• Manage and organize a high-volume email inbox, including triaging messages and identifying items requiring immediate attention
• Assist with priority setting by helping track deadlines, commitments, and action items
• Coordinate follow-up on outstanding tasks, client requests, and internal initiatives
• Schedule and coordinate client meetings, including managing calendars and confirming appointments
• Prepare meeting agendas and ensure necessary materials are available in advance
• Maintain accurate records of meetings, follow-ups, and client communications
• Serve as a professional point of contact for clients and business partners
• Assist with special projects and operational initiatives as assigned

Qualifications

• Previous experience as an Executive Assistant to a partner in a wealth management or accounting firm
• Exceptional organizational and time-management skills
• Strong written and verbal communication abilities
• Ability to handle confidential information with discretion
• Ability to work independently and anticipate needs before they arise
• Experience in accounting, financial services, wealth management, or professional services is needed

Pay: From $80,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Work Location: In person