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Executive Assistant in Los Angeles, West LA, or Calabasas

Northwestern Mutual

Executive Assistant Classification: Exempt | On-Site Location: Downtown Los Angeles, West Los Angeles, or Calabasas, CA Position Overview We are seeking an exceptional Executive Assistant to provide high-level administrative support. This is not a role for someone who waits to be told what to do — it is a role for someone who anticipates needs, owns their work, and takes genuine pride in the flawless execution of every task, big or small. The right person understands that the details are the client experience, and holds themselves to that standard. Manage complex executive calendars — scheduling, coordinating, and proactively resolving conflicts across meetings, video conferences, travel, client events, and some personal actions; track all follow‑ups in CRM Oversee and triage executive email inboxes with a sense of urgency; organize, delegate, and respond independently as appropriate Arrange all executive travel, lodging, transportation, and dining — anticipating needs and managing last‑minute changes with composure Reconcile expense reports accurately and on time Prepare and format polished communications, presentations, memos, organizational charts, reports, and agendas for both internal and client‑facing use Manage the flow of information across the team in a timely, accurate, and organized manner Plan, coordinate, and attend client and team events as needed Support a fast‑moving, high‑standards work environment — including occasional early mornings, evenings, or weekends as business demands Maintain office supplies and coordinate with vendors as needed Collaborate effectively with all team members; take ownership of cross‑functional tasks and see them through to completion Perform other duties when required What Success Looks Like You operate with an innate desire to serve — not because you were asked, but because delivering an exceptional client and team experience is simply how you work Attention to detail is not a skill you developed — it’s a reflex; you notice what others miss and you fix it before anyone else knows it existed You are a clear, professional communicator — written and verbal — and hold written work to an impeccable standard You bring a white‑glove mentality to every interaction, whether it’s a client‑facing moment or an internal email You are proactive, not reactive — you anticipate needs, think two steps ahead, and bring solutions rather than problems—and you know what “done” looks like You handle confidential and sensitive information with the utmost discretion You thrive under pressure and navigate competing priorities with calm, resourcefulness, and follow‑through You are genuinely growth‑oriented — always looking for ways to improve processes, your performance, and the team’s effectiveness Qualifications Minimum 5 years of experience as a high‑level Executive, Administrative, or Personal Assistant supporting Senior Leadership Experience in wealth management or financial services strongly preferred Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and comfortable learning new platforms quickly Experience managing multiple executive inboxes and calendars simultaneously Demonstrated ability to manage complex, concurrent projects with competing deadlines Legally authorized to work in the United States; must be 21 or older Ability to pass a criminal background check Minimal travel may be required for planning meetings and retreats Socium Advisors is an Equal Opportunity Employer. #J-18808-Ljbffr Northwestern Mutual

Vacancy posted 4 days ago
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