Executive Assistant & Project Manager
Abacus Wealth Partners - Santa Monica, CA
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The Right Candidate Identifies With ThisWe 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 isnt 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 ResponsibilitiesProfessional 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 municates 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 SuccessAlignment with our
Created: 2025-10-04