Executive Assistant in Danville, California at Greykasell Wealth Strategies, Inc.

Greykasell Wealth Strategies is an independent wealth management firm in Danville, California, dedicated to helping individuals and families make confident financial decisions. We take a collaborative, relationship-driven approach to financial planning and wealth management and are committed to providing clients with proactive, personalized service

Position Summary

The Executive Assistant provides high-level operational, administrative, and organizational support to Greykasell team members. This role helps ensure the smooth functioning of daily firm operations, supports client-facing teams, manages executive calendars and priorities, and facilitates internal communication and follow-through.

The ideal candidate is highly organized, proactive, detail-oriented, and enjoys supporting others, coordinating multiple priorities, and creating exceptional experiences for clients, team members, and community partners. The Executive Assistant serves as a key ambassador of the firm's professionalism and client-first culture.

Key Responsibilities

• Handle incoming calls, mail, shipments, and office communication.

• Maintain organized electronic and physical filing systems.

• Assist in onboarding new hires.

• Order and manage office supplies, equipment, and vendor relationships.

• Greet clients and support client meeting logistics.

• Ensure conference rooms and materials are prepared.

• Assist with client communications and follow‑ups.

• Support event coordination.

• Help track and manage operational and strategic projects.

• Prepare reports, checklists, and documentation.

• Maintain task lists and assist executives with priority management.

• Assist with community outreach and promotional materials.

Qualifications

Required

• 1–3+ years administrative or executive support experience.

• Exceptional organizational and multitasking skills.

• Strong written and verbal communication.

• Proficiency with Microsoft 365.

• Professional presence and client‑service mindset.

Preferred

• Experience in professional services.

• Familiarity with CRM systems.

• Event planning and project coordination experience