Executive and Business Operations Assistant

Executive and Business Operations Assistant Role Reports to and provides high level executive support to the CEO of a top firm within the Northwestern Mutual Orange County Private Client Group. In addition, provide operational business support in partnership with the Director of Operations. The Executive Assistant serves as an extension of our CEO with internal and external constituents (Clients, Executive Leadership Team, Firm Advisors, Staff, Home Office) on matters pertaining to clients and the firm business operations at large. To use intuition, judgement, organizational knowledge, motivation, and personal leadership to be an integral member of the team. ResponsibilitiesExecutive Assistant Anticipate the needs of the CEODirects and Informs the CEO toward highest best use of timeComplete a broad variety of administrative tasks: manage exceptionally active calendar (personal and professional), develop/run variety of reports, compose and prepare correspondence, arrange personal and professional travel plansProvide any required assistance to allow the CEO to focus on priorities with the organizationAs a representative of the CEO, build and maintain relationships with all constituents and ensure CEO has touchpoints will all constituentsMaintain standards of confidentiality with respect to all matters and documentsWork with the CEO and Executive Leadership Team on Strategic Initiatives and Tactics (documentation / follow-up / accountability)Participate in regular business planning meetings with partners to capture notes and provide a summary of action items stakeholders are accountable forCommunicate directly and on behalf of the CEO with all constituents (Executive Leadership Team, Firm Advisors, Teams, Staff, Home Office)Work closely with the CEO to keep informed of pending commitments, responsibilities and follow-ups neededPrioritize conflicting needs, handle matters in timely fashion, proactively and follow-through on projects to completionEnsure CEO credentials are updated annually (continuing education, assessments, designations)Handle any special projects as needed by the CEO or Executive Leadership TeamOffice/Team Operations Team DevelopmentOversee the coordination of firm review process to ensure timely execution of quarterly sessions and partner reviewsTeam Human Resources administrationOversee the onboarding of new team members with respect to Northwestern Mutual Orange County contracting, licensing and technology setupProcessing employee payrollOversee employee incentive reportingManage employee benefits managementOversee employee rewards and recognitionOffice ManagementManage the overall office and technology inventoryAssist in generating firm business production/operations reporting (Power BI)RESULTSMaintaining ideal calendar for the CEOAlong with the CEO and Director of Operations, hold Executive Leadership Team members accountable to their annual goals and business objectivesFirm Production, M&V GoalsCompensation & Benefits We believe in building a team that loves what they do and creating a work environment that supports long-term career growth. Accordingly, we provide a highly rewarding compensation package which includes:A competitive base salary based on experience ($90,000 - $120,000 depending on experience)An incentive (bonus) compensation plan driven by both individual and firm performanceAccess to health, vision, dental benefits as well as group life and disability insurance with costs to be shared by employer100% Employer-Paid licensing, professional development, and education opportunitiesPaid Time Off & Holiday Pay