Executive Assistant

Posted 13 Days Ago
Los Angeles, CA, USA
In-Office
85K-100K Annually
Mid level
Consulting • Financial Services
The Role
Provide administrative and operational support to senior leadership: manage calendars, travel, expense reports, document preparation and filing, client communication, billing, timesheets, and office tasks. Maintain confidentiality, prepare Excel reports, use DocuSign and ShareFile, and assist with ad hoc operational duties to keep firm operations running smoothly.
Summary Generated by Built In

Provident Financial Management is a premier business management firm based in Los Angeles, specializing in providing comprehensive tax, accounting, and financial management services to entertainers, musicians, and other high-net-worth clients. We pride ourselves on delivering exceptional client service while maintaining the highest standards of professionalism, discretion, and integrity.

We are seeking an organized, proactive, and detail-oriented Executive Assistant to support senior leadership and contribute to the day-to-day operations of our growing firm. This individual will play a key role in ensuring administrative processes run efficiently while providing exceptional support in a fast-paced, client-focused environment.

This position is based in our Los Angeles office and requires on-site attendance Monday through Friday. Standard business hours are 8:00 a.m. – 5:00 p.m., with some flexibility available.

Primary Responsibilities:

The Executive Assistant will provide administrative and operational support to senior leadership while assisting with a variety of internal office functions. This role requires someone who can effectively manage multiple priorities, maintain strict confidentiality, and communicate professionally with both internal staff and clients.

Responsibilities include, but are not limited to:

  • Manage executive calendars, schedule meetings, and coordinate appointments
  • Arrange domestic and international business travel, including flights, hotels, and transportation
  • Track, prepare, and submit expense reports
  • Prepare, edit, and format correspondence, agreements, and other business documents
  • Maintain electronic and physical filing systems, including scanning and document organization
  • Prepare and maintain Excel reports and spreadsheets
  • Manage incoming mail and distribute correspondence appropriately
  • Utilize DocuSign and ShareFile for document preparation, execution, and file management
  • Enter and maintain employee timesheets
  • Manage office subscriptions and recurring administrative tasks
  • Assist with client billing and invoicing
  • Process wire transfer requests
  • Track continuing professional education (CPE) hours and professional license renewals
  • Provide professional client service and maintain regular communication with clients and business partners
  • Perform additional administrative and operational duties as needed to support leadership and the broader team

Qualifications:

  • 3+ years of executive or administrative assistant experience in a professional services environment preferred
  • Intermediate to advanced proficiency in Microsoft Outlook, Word, Excel, and Teams
  • Excellent organizational and time management skills with the ability to prioritize competing responsibilities
  • Strong verbal and written communication skills
  • High attention to detail and accuracy
  • Ability to exercise sound judgment and maintain strict confidentiality
  • Comfortable working in a fast-paced environment with changing priorities
  • Professional demeanor with strong interpersonal skills and the ability to work effectively with individuals across all levels of the organization
  • Experience with DocuSign and ShareFile is preferred
  • Notary Public certification is a plus, but not required

The ideal candidate is highly organized, adaptable, and thrives in a dynamic environment. They enjoy being the go-to person for administrative support, are comfortable managing multiple projects simultaneously, and take pride in producing high-quality work. This individual will quickly learn office policies, procedures, and team dynamics while becoming a trusted resource for both leadership and colleagues.

This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000-$100,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

Provident Financial Management is part of the Focus Financial Partners’ network firm community. As part of the partnership, Provident remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.

Skills Required

  • 3+ years of executive or administrative assistant experience in a professional services environment
  • Intermediate to advanced proficiency in Microsoft Outlook, Word, Excel, and Teams
  • Excellent organizational and time management skills with the ability to prioritize competing responsibilities
  • Strong verbal and written communication skills
  • High attention to detail and accuracy
  • Ability to exercise sound judgment and maintain strict confidentiality
  • Comfortable working in a fast-paced environment with changing priorities
  • Professional demeanor with strong interpersonal skills and ability to work with all levels of the organization
  • Experience with DocuSign and ShareFile
  • Notary Public certification

Focus Financial Partners Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.

  • Fair & Transparent Compensation Clear role-level salary bands in public postings help set expectations, and pay is often characterized as competitive for many roles. This transparency supports confidence in how compensation is determined across functions and locations.
  • Affordable Benefits Health coverage is frequently described as affordable across medical, dental, and vision plans. The perceived value of core insurance strengthens the overall package in many parts of the organization.
  • Leave & Time Off Breadth Generous paid vacation and holidays are common, with some entities offering hybrid schedules and empowered or unlimited-style PTO alongside sick, bereavement, and military leave. These options expand time-off flexibility for eligible roles.

Focus Financial Partners Insights

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The Company
HQ: New York, NY
123 Employees
Year Founded: 2006

What We Do

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.

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