What are the responsibilities and job description for the executive assistant position at One Capital Management, LLC?
Executive Assistant | Client Services Location: Westlake Village, CA
Job Type:
Full Time Area of Interest: Private Client Company Description One Capital Management, LLC ("OCM"), is a leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment companies, and institutions in the U.S. and Canada. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service. Position Description The Executive Assistant I Client Services supports the President of the firm, playing a key role in delivering a seamless and exceptional service experience for both internal teams and clients. This role includes a variety of administrative and client-facing tasks to ensure smooth daily operations and high-level client satisfaction.
Specific responsibilities may include, but are not limited to:
Calendar Management:
Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements.
o Email and Correspondence:
Manage incoming emails and communications
o Document Preparation:
Prepare reports, presentations, and business documents as needed. · Confidentiality: Handle sensitive information with the utmost discretion and confidentiality.
Job Type:
Full Time Area of Interest: Private Client Company Description One Capital Management, LLC ("OCM"), is a leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment companies, and institutions in the U.S. and Canada. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service. Position Description The Executive Assistant I Client Services supports the President of the firm, playing a key role in delivering a seamless and exceptional service experience for both internal teams and clients. This role includes a variety of administrative and client-facing tasks to ensure smooth daily operations and high-level client satisfaction.
Specific responsibilities may include, but are not limited to:
- Administrative Support for the President of the Firm o
Calendar Management:
Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements.
o Email and Correspondence:
Manage incoming emails and communications
o Document Preparation:
Prepare reports, presentations, and business documents as needed. · Confidentiality: Handle sensitive information with the utmost discretion and confidentiality.
· Client Relationship Management o Serve as a primary point of contact for clients regarding account maintenance, cash management, distributions, and investment reporting.
o Research and resolve routine to moderately complex client issues, utilizing internal resources and escalating as necessary. o Prepare client account paperwork, including agreements, custodian forms, applications, and other required client deliverables. o Coordinate new client onboarding activities, including document collection, process execution, household setup, and proactive client communication.· Tracking & Documentation o Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.
· Collaboration and Professional Development o Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.
Job Requirements · Excellent organizational skills with keen attention to detail and the ability to prioritize tasks. · Strong communication skills, both written and verbal. · Expertise in Microsoft Office Suite (Excel, PowerPoint, Word) · Salesforce experience preferred. · Bachelor's degree is preferred. · 1-3 years professional experience is preferred. · Familiarity with financial terminology and basic wealth management principles.Compensation & Benefits · Salary range: $72,000 - $85,000· Performance Based Bonus · Flexible and responsible paid time off (PTO).
· Participation and coverage under the company health care plan. · Participation in the company 401(k) Plan. · Reimburse up to $75 monthly for a membership fee for the company Wellness Program. · Company sponsorship in continuing education. Interested applicants should submit their resume toSalary : $72,000 - $85,000