Executive Assistant to the CEO

Posted Yesterday
Hiring Remotely in CA, USA
Remote
85K-90K Annually
Senior level
Analytics • Financial Services
Expanding what's possible with money.
The Role
Support the CEO by managing her calendar, communications, travel logistics, and meetings while ensuring confidentiality and effective relationship management.
Summary Generated by Built In
Abacus Wealth Partners · Full-Time · RemoteWho We Are

Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We're a 100% employee-owned, B Corp-certified RIA built on the belief that how you make money matters as much as how much you make.

We work hard here and care deeply — about our clients, about each other, and about building a firm that reflects our values all the way through. We trust our people completely: flexible schedules, generous family leave, and the autonomy to do their best work from wherever they are. If that's the kind of place you've been looking for, you belong with us.

The Role

This is a full-time, remote Executive Assistant to the Los Angeles, CA based CEO of a 65-person, values-driven financial planning firm.

The CEO leads across strategy, governance, culture, business development, and external thought leadership. Your job is to protect her time, absorb her mental load, and stay three steps ahead so nothing sneaks up on her. This is not a task-management role — it's a strategic support role for someone who thinks in arcs, projects calm under uncertainty, and finds genuine satisfaction in making someone else more effective.

The person who thrives here has a quiet superpower: when they take something on, the CEO can close the tab in her brain. That's the job.

Starting wage range: $85,000 – $90,000.

What You'll Do
  • Calendar strategy — own the CEO's calendar end-to-end, thinking in weeks and quarters, not just slots. Protect deep work, build in prep time, and make sure nothing arrives as a surprise.
  • Travel — manage complex, multi-timezone travel booked 4–6 months in advance. Anticipate every need before it's voiced.
  • Inbox & communications — triage with trusted judgment, draft responses, and represent the CEO professionally with partners, board members, and external contacts.
  • Meeting support — prepare briefing materials, write sharp agendas, take notes, and close every loop afterward.
  • Presentations — design and polish slide decks with genuine aesthetic instincts. Deliver them before the CEO has had to ask.
  • Relationship management — coordinate gifting and recognition for staff with care and a personal touch.
  • Confidentiality — handle sensitive information with absolute discretion. Always.

What We're Looking For
  • 5+ years supporting a CEO or C-suite executive in a high-trust, high-discretion environment
  • A track record with an executive who moves fast, holds high standards, and expects things to be figured out — not walked through
  • Exceptional written communication and the ability to represent someone else's voice well
  • High EQ and interpersonal range: warm with staff, polished with board members
  • Calm under pressure, proactive by default, and genuinely oriented around making others more effective
  • Comfort with G-Suite, project management tools, and a disposition toward figuring out new software quickly
  • Deep satisfaction in the machine running smoothly — and no need to be the most visible person in the room

Why This Role

Abacus is growing, building, and deepening its public presence. The CEO is an active thought leader leading a nationally recognized, values-driven firm. This role is close to all of it. If you've been waiting for a principal worth supporting — someone who will trust you completely and let you own your domain — this is that role.

Abacus Wealth Partners is an equal opportunity employer committed to building a team that reflects the diversity of the clients and communities we serve.

We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy.

Skills Required

  • 5+ years supporting a CEO or C-suite executive
  • Exceptional written communication skills
  • Experience in high-trust, high-discretion environments
  • Comfort with G-Suite and project management tools
  • Ability to manage complex travel arrangements
Am I A Good Fit?
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The Company
HQ: Santa Monica, CA
76 Employees
Year Founded: 1988

What We Do

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. Disclosures: https://abacuswealth.com/social-media-guidelines/

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