Executive Assistant

 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

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