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Executive Assistant

Greykasell Wealth Strategies, Inc.
Posted 14 days ago
Location

Danville, CA, US

Salary

Competitive

Contract type

Full Time

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 Position Summary

The Executive Assistant provides high-level operational, administrative, and organizational support to Greykasell team members. This role helps ensure the smooth functioning of daily firm operations, supports client-facing teams, manages executive calendars and priorities, and facilitates internal communication and follow-through. 

The ideal candidate is highly organized, proactive, detail-oriented, and enjoys supporting others, coordinating multiple priorities, and creating exceptional experiences for clients, team members, and community partners. The Executive Assistant serves as a key ambassador of the firm's professionalism and client-first culture.


Key Responsibilities

  • Handle incoming calls, mail, shipments, and office communication.
  • Maintain organized electronic and physical filing systems.
  • Assist in onboarding new hires.
  • Order and manage office supplies, equipment, and vendor relationships.
  • Greet clients and support client meeting logistics.
  • Ensure conference rooms and materials are prepared.
  • Assist with client communications and follow‑ups.
  • Support event coordination.
  • Help track and manage operational and strategic projects.
  • Prepare reports, checklists, and documentation.
  • Maintain task lists and assist executives with priority management.
  • Assist with community outreach and promotional materials.

Qualifications

Required

  • 1–3+ years administrative or executive support experience.
  • Exceptional organizational and multitasking skills.
  • Strong written and verbal communication.
  • Proficiency with Microsoft 365.
  • Professional presence and client‑service mindset.

Preferred

  • Experience in professional services.
  • Familiarity with CRM systems.
  • Event planning and project coordination experience



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