Executive Assistant / Investment Coordinator -Tech Finance Job at Career Group, Santa Monica, CA

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  • Career Group
  • Santa Monica, CA

Job Description

Our client, a leader in the financial technology investment industry, is seeking a motivated, sharp, and highly organized candidate to join their team as an Assistant to provide dedicated support to a C-Suite executive and Founder. This is a pivotal role for a self-starter who thrives on responsibility, excels in a fast-paced environment, and has a natural ability to juggle multiple priorities seamlessly with excellent communication skills. This high-impact role will offer exposure to top-tier investors, internal leadership, and fast-paced cross-functional projects. The ideal candidate will be polished, proactive, and capable of managing complex communication, scheduling, and coordination at the highest level.

The ideal candidate is a strategic thinker who enjoys connecting the dots, identifying efficiencies, and proactively solving problems before they arise. You must be able to take initiative, anticipate needs, and manage tasks without constant direction. Excellent communication skills and the ability to build relationships with key stakeholders are essential.

This role demands someone who is not only highly organized but also adaptable to changing priorities and capable of pivoting with ease. The successful candidate will be detail-oriented, proactive, and comfortable taking ownership of tasks in a dynamic and high-pressure environment.

Key Responsibilities:

  • Provide comprehensive executive and personal support to a C-Suite leader, including managing a busy calendar, coordinating meetings, and handling high-level correspondence.
  • Serve as the primary point of contact for internal and external stakeholders, ensuring professional, timely, and effective communication.
  • Oversee event planning and management for corporate meetings, conferences, and holiday events, with a focus on attention to detail and smooth execution.
  • Handle office management duties, including vendor relations, budgeting, and coordinating logistics for client and guest visits.
  • Act as a strategic partner by identifying areas for process improvement, enhancing operational efficiency, and anticipating the executive’s needs before they arise.
  • Manage and prioritize multiple tasks and projects simultaneously, maintaining flexibility to accommodate shifting priorities and urgent requests.
  • Assist with personal administrative tasks as needed, ensuring seamless day-to-day operations.
  • Respond to after-hours requests as required, demonstrating availability and commitment to handling urgent needs.

Qualifications:

  • Bachelor’s degree from a top-tier university is required, along with 1–2 years of professional or relevant internship experience
  • Proficiency in MS Office, Google Suite, and Outlook.
  • Strong organizational and time management skills with the ability to prioritize effectively and adapt to shifting demands.
  • Exceptional written and verbal communication skills with a professional and approachable demeanor.
  • A self-starter who takes initiative and is proactive in identifying and solving problems.
  • Ability to remain calm under pressure and pivot seamlessly in response to evolving priorities.
  • High level of discretion and professionalism, especially when handling sensitive and confidential information.

Salary Range is highly dependent on experience: $60,000-$70,000 base plus bonus and highly competitive 100% paid health benefits and 401K with match

** Position is fully onsite 4 days a week in our office in Santa Monica.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: .

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