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Executive Assistant to CEO at Investment Firm

C-SUITE ASSISTANTS
Irvine, CA Full Time
POSTED ON 1/7/2026 CLOSED ON 1/27/2026

What are the responsibilities and job description for the Executive Assistant to CEO at Investment Firm position at C-SUITE ASSISTANTS?

An investment banking firm in Irvine is looking for an Executive Assistant to the CEO. The role is in office 5 days a week.


About the Job:

  • Serve as a strategic gatekeeper and facilitator by managing email communication with discretion, insight, and prioritization; monitor and triage communications to ensure timely responses, flag critical tasks, and filtering and organizing correspondence
  • Support initial industry and economic research projects, preparation of thought leadership pieces, and assist with promotion of key executives in the media
  • Liaise with key stakeholders to assist with real estate and automotive portfolio management
  • Handle confidential and sensitive information with discretion
  • Screen incoming phone calls delivering detailed, timely messages to the appropriate parties
  • Proactively manage daily calendar, identifying and mitigation potential conflicts
  • Event planning
  • Schedule internal and external meetings
  • Coordinate travel arrangements and make suggestions for scheduling additional meetings in the area
  • Process expense reports
  • Assist with personal scheduling
  • Ad hoc projects as needed
  • Limited off-hour availability via text


About You:

  • Minimum of 7 years of experience in a related support position
  • BA/BS from a college or university a plus
  • Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook), Adobe Acrobat, Salesforce and Dropbox
  • Strong writing and research skills
  • Polished, professional demeanor
  • Proactive go-getter; no task is too big or too small
  • Outstanding communication skills


Salary, Bonus, Benefits (medical, dental, vision), 401K, Paid Vacation, Free Parking

Hours: 8-5

Salary : $124,000 - $140,000

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