Demo

Executive Assistant & Office Administrator

WINDSOR CAPITAL GROUP
Santa Monica, CA Full Time
POSTED ON 12/26/2025
AVAILABLE BEFORE 2/25/2026

What you will do: 

The Executive Assistant & Office Administrator is responsible for the efficient operation of the corporate office while providing executive support to the President/CEO. This role's focus will be split (approximately 60%) executive support with a secondary component as an Office Administrator (approximately 40%).

This position requires strong organizational skills, attention to detail, and the ability to manage routine administrative priorities while supporting the President/CEO with scheduling and logistics.

Essential Responsibilities

Executive Assistant: (60%)

  • Operate confidentially and with discretion and understand how to properly handle confidential information
  • Organize and keep current the President’s daily/weekly/monthly schedule
  • Coordinate meeting dates, communications, locations, agenda and meeting preparation
  • Answer phones, screen calls and handle as appropriate or take messages as necessary
  • Manage travel arrangements including lodging, airline and ground transportation as needed and coordinate itineraries with other travelers; must be familiar with international travel
  • Personal travel or local conference attendance may be required
  • Obtain and maintain all of President’s meeting notes; and proactively create task lists as necessary
  • Follow up on “To-Do” or task lists issued by President internally and externally
  • Prepare documents for President’s signature; disseminate as appropriate
  • Maintain personal and corporate files of President
  • Relieving President of general administrative detail
  • Prepare and track President’s expense reports
  • Coordinate presentations and report-preparation on behalf of the President  
  • Coordinate Board of Advisor meetings (may include assisting Board Members with travel arrangements)
  • Populating form agreements (NDA’s) and preparing documents for execution
  • Assist with Special Projects or any other task as assigned

Office Administrator: (40%)

  • Organize and maintain the office, ensuring a professional appearance at all times, including common areas such as the supply room and kitchen
  • Train and support other administrative staff on routine office functions.
  • Assist in preparation of presentation materials, marketing brochures, acquisition, development or sale “teasers”
  • Act as a liaison with Building Management and 3rp party vendors for Corp. office, including parking passes and service requests
  • Integrally involved in Leadership conferences or offsite meeting planning and execution
  • Act as the point of contact for administrative services that support the corporate office
  • Receive all incoming mail/correspondence; distribute and/or handle as appropriate
  • Receive and route incoming calls on main office line
  • Coordinate mailing and distribution of internal and external materials, including management of postage, next day shipping and courier service vendors
  • Coordinate support and service for all-office meetings, meals or events (including team members’ birthdays)
  • Managing HQ office administrative expenses including office supplies, business cards and letterhead
  • Understand seasonal or timely priorities for organization and assist with associated task completion (assets sales, acquisitions, tax filings, loan closings, etc.)
  • Reinforcing Windsor’s file naming convention and file storage policy to include - Insurance files, loan documents, closing binders, financing due diligence, credit applications, franchise agreements, music licenses, liquor licenses, other licenses, permits, taxes, etc
  • Monitor and arrange for updates to corp website as appropriate
  • Maintain Office Holiday and birthday calendar – cakes, flowers and cards per HQ member’s preference or as appropriate
  • Assit finance with distribution of month reports to lenders and authorities having jurisdiction
  • Maintain corporate travel profiles for VP and C executives

 

Qualifications:

Specific Job Knowledge, Skills and Abilities: The individual must possess the following knowledge, skills and abilities to efficiently and properly execute the essential functions of the job

  • Must be discreet
  • Extremely organized, detail oriented, with the ability to multitask with minimal supervision
  • Ability to communicate effectively and eloquently verbally and in writing
  • Must demonstrate patience and professionalism at all times
  • Ability to understand the purpose, process and principles of President/CEO's workflow and elevate (to President/CEO's attention) items of importance or time sensitivity
  • Ability to effectively communicate with and collect information from team members and third parties, some of whom will require high levels of tact and/or diplomacy
  • Is a highly effective listener and can speak clearly (both on the phone and in person) in a polite, understandable and professional manner
  • Ability to assume and perform new job responsibilities at short notice
  • Availability and flexibility with schedule-based business needs
  • Ability to access and accurately input information using Microsoft Teams and 365 suite of programs
  • No job too small or too big mentality (any unassigned miscellaneous tasks for office you “own”)
  • Reachable and willingness to engage after hours or weekends with a fast response time

 

What We Offer:

Join a team that invests in you! We’re proud to offer a comprehensive and competitive benefits package to support the well-being and growth of all our eligible employees in our diverse and inclusive environment:

  • Medical, Dental, Vision, Life and Disability Insurance

If eligible, enjoy access to quality healthcare plans to stay healthy and protected.

  • Flexible Spending Account (FSA)
    Pre-tax savings for healthcare and dependent care expenses.
  • 401(k) & Roth 401(k) Plans
    Plan for your future with employer-supported retirement options.
  • Employee Assistance Program (EAP)
    Confidential support services for personal and professional well-being.
  • Career Growth Opportunities
    We promote from within and invest in your long-term success.
  • Paid Time Off (PTO)
    Take time to relax, recharge, and explore life outside of work.
  • Paid Sick Leave
    Supportive sick time policy to care for your health when you need it.
  • Exclusive Employee Hotel Discounts

Salary : $75,000 - $85,000

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