Associate | Executive Operations

One Capital Management LLC • Thousand Oaks, CA

7d

About The Position

This role provides administrative support to the President of the Firm, managing their calendar, email, and document preparation. It also involves comprehensive travel and expense management, handling sensitive information with discretion, maintaining accurate client records in CRM systems, and participating in team projects and professional development.

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).

Nice To Haves

• Salesforce experience preferred.
• Bachelor’s degree is preferred.
• 1-3 years professional experience is preferred.
• Familiarity with financial terminology and basic wealth management principles.

Responsibilities

• Schedule and coordinate meetings, calls, and travel for the President.
• Ensure preparation for meetings, presentations, and other key engagements.
• Manage incoming emails and communications.
• Prepare reports, presentations, and business documents as needed.
• Arrange and manage international and domestic travel for the President including flights, accommodations and ground travel.
• Oversee expense reporting and compliance with firm policies.
• Handle sensitive information with the utmost discretion and confidentiality.
• Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.
• Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level