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:
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 to .