Office Administrator and Executive Assistant

Centura Wealth Advisory is looking for an individual to serve in the hybrid role of Executive Assistant and Front Office Administrator,

As Executive Assistant, your primary objective will be to maximize the Managing Director’s time through efficiency while ensuring seamless coordination across all daily activities. As Front Office Administrator, you will take ownership of facility operations and company administration and assist with ad-hoc operational needs. This person will embody all things Centura as the first company representative to greet office visitors and ensure that all those visiting Centura have an exceptional experience.

This highly visible role requires a proactive, detail-oriented, and highly organized individual who can anticipate the needs of the Managing Director, manage a dynamic schedule, and prioritize and execute on multiple tasks and projects with discretion and professionalism. The ideal candidate must be based in the Inland Empire area, as the office is located in Murrieta, CA.

Roles And Responsibilities

To excel in this role, the ideal candidate will possess exceptional organizational skills, professionalism & poise, a proactive mindset, and be adaptable & resilient. This position requires an individual with advanced skills in Microsoft Office Suite. Centura is a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families. We hire optimistic, resourceful, results-oriented, and adaptable people with the desire to help our clients, their teammates and themselves succeed.

Key Responsibilities

• Calendar & Meeting Management
• Calendar business meetings & personal appointments for the Managing Director
• Coordinate the Managing Director’s complex and full schedule, ensuring efficient time management
• Greet in-office visitors by offering them a drink, checking them in and making sure that those they are meeting are notified.
• Documentation & Reporting
• Prepare presentations, reports, and spreadsheets with accuracy & attention to detail
• Communication Management
• Act as the main point of contact for the Managing Director
• Manage email correspondence, both inbound & outbound
• Provides 1st line of support for main calls
• Handle phone calls & email inquiries with professionalism and discretion
• Meeting Preparation & Follow-up
• Ensure follow-up action items are properly captured with appropriate deadlines noted
• Project & Task Support
• Support strategic projects across the firm by conducting research or preparing reports
• Travel Coordination
• Arrange domestic & international travel – flight itineraries, accommodations, rental cars, and all other logistics to ensure seamless travel plans for the Managing Director
• Stakeholder Liaison
• Act as a liaison between the Managing Director and internal/external stakeholders, aiming to handle inquiries without the Managing Director’s input/involvement
• Confidentiality & Discretion
• Handle sensitive information with a high level of confidentiality, exercising sound judgement and integrity, all while upholding Centura’s Core Values
• Administrative Duties:
• Creates shipping labels as needed
• Receives mail and appropriates scans / logs for each department need, including custody of client assets (checks), legal/compliance, and contracts (insurance), ensuring sensitive materials are shredded once properly cataloged
• Performs other related duties as assigned

Required Qualifications:

• Experience
• 5 Years of experience in an Executive support role, ideally within the financial services or a similar industry
• Education
• Bachelor’s degree in Business Administration, Communications, Financial Services, or a related field preferred
• Technical Skills
• Advanced proficiency in Microsoft Excel Suite, with particular emphasis on Excel
• Strong working knowledge of Outlook, Word, and PowerPoint for high-quality document and presentation preparation
• Experience using Salesforce or other CRM, preferred
• Experience using Asana or other project management software, preferred
• Attributes
• Excellent interpersonal relationship skills required, as the ideal candidate will be communicating frequently with Senior Leaders and Ultra High Net Worth (UHNW) Clients
• Strong organizational skills and meticulous attention to detail
• Excellent written and verbal communication skills
• Ability to manage competing demands, work independently, and handle shifting priorities
• Ability to carry many simultaneous tasks and prioritize
• Possess and demonstrate a growth mindset, with the desire to learn and continually improve, and to help others do the same
• Heightened sense of urgency while maintaining quality of work

What We Provide You:

Competitive Compensation Includes

• Salary - $25 - $30 per hour, plus quarterly performance bonus
• Bonus
• Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team
• Open and supportive team-based environment
• Paid Time Off
• Full medical, dental, vision benefits
  
  

Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.