Herbert Financial Group · 1 day ago
Executive Assistant
Monrovia, CA
Full-time
Onsite
Mid Level
$30/hr - $32/hr
3+ years expHerbert Financial Group is seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative support to their executive team. The role involves managing executive calendars, coordinating travel arrangements, and facilitating project coordination to enhance organizational efficiency.
AdviceFinancial ServicesInsuranceRetirementWealth Management
Responsibilities
Manage and maintain executive calendars using Microsoft Outlook Calendar and Google Workspace, scheduling meetings, appointments, and events with precision
Coordinate complex travel arrangements and prepare detailed itineraries for executives
Handle correspondence, including drafting, proofreading, and transcription of emails, reports, and presentations
Assist with event planning for company functions, meetings, and client engagements
Oversee office management tasks such as filing, data entry, and maintaining organized records
Support bookkeeping activities using QuickBooks and perform basic bookkeeping tasks
Manage multi-line phone systems with professional phone etiquette, screening calls and directing inquiries appropriately
Prepare documents using Microsoft Office Suite (Word, Excel, PowerPoint) and ensure accuracy through proofreading
Facilitate project coordination across departments to meet deadlines efficiently
Provide personal assistant support as needed, including task prioritization and confidential information handling
Utilize DocuSign for electronic signatures and manage document workflows seamlessly
Perform clerical duties such as filing, front desk reception, and customer service interactions to ensure smooth office operations
Qualification
Required
Minimum of 3 years of executive administrative support or office management experience
Proven experience in event planning and project coordination within a professional setting
Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), Google Workspace, QuickBooks, and data entry systems
Demonstrated ability to manage calendars effectively using Microsoft Outlook Calendar and Google Workspace tools
Excellent organizational skills with keen attention to detail in proofreading and transcription tasks
Exceptional communication skills with professional phone etiquette and customer service experience
Familiarity with multi-line phone systems and office technology
Preferred
Experience with bookkeeping or basic accounting practices is preferred
Company
Herbert Financial Group
Herbert Financial Group is a financial service company that specializes in wealth management, retirement, insurance, and estate planning.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Timothy Herbert
Founder & Wealth Advisor
Company data provided by crunchbase