Job Details

About the Role

The Executive Assistant is a trusted partner to the CEO and senior leadership team, responsible for ensuring seamless daily operations, executive effectiveness, and high standards across administrative, operational, and client service functions. This role requires exceptional judgment, discretion, flexibility, and the ability to operate across strategic priorities and hands-on execution.

In addition to corporate responsibilities, this role supports family office functions, requiring a high level of trust, professionalism, and adaptability. The Executive Assistant will assist with select personal and household-related matters for the CEO and, when appropriate, provide support to immediate family members. Periodic travel is required to support executive meetings, site visits, investor engagements, company events, and family office needs.

Key Responsibilities

Executive & Strategic Support

• Act as a close partner to the CEO, supporting all aspects of executive workflow, priorities, and daily execution.
• Manage highly sensitive, high-volume email communications on behalf of the CEO, drafting nuanced responses and routing messages with appropriate context and urgency.
• Maintain a prioritized, organized running list of CEO action items, deadlines, and decision points.
• Travel with or in advance of the CEO as needed to support meetings, events, site visits, and off-site commitments.
• Maintain the highest level of confidentiality across executive, company, investor, and family office matters when applicable.

Calendaring for CEO/Executives/Business Development, Meetings & Follow-Through

• Coordinate complex in-person and virtual meetings with internal teams, investors, partners, and external stakeholders.
• Manage calendar holds, scheduling conflicts, conference room bookings, and multi-location meeting logistics.
• Prepare and distribute agendas and meeting materials in advance of meetings to ensure clarity and efficiency.
• Attend meetings as needed to take detailed notes, document decisions, and track action items with owners and deadlines.
• Distribute post-meeting summaries and follow-ups within 24 hours and track action items through completion.
• Track meeting timing throughout the day to ensure schedules remain on track and transitions are seamless.

Events & Client Service

• Coordinate investor, client meetings and events, including coffees, lunches, dinners, and off-site gatherings
• Create and send event invitations; manage guest lists, RSVPs, confirmations, and follow-up communications
• Coordinate event logistics such as catering orders, delivery, setup, teardown, and post-event cleanup
• Travel as required to support off-site meals, meetings, and events

Investor Relations & External Engagement

• Assist with preparation of investor communications, reports, presentations, and meeting materials.
• Support investor meetings, tours, and follow-ups in coordination with business development and asset management teams.
• Travel as needed to support investor meetings, property tours, and fundraising-related engagements.

Communications & Marketing Support

Support executive and company-level communications and light marketing initiatives, ensuring consistent, polished messaging across channels.

• Draft, edit, and coordinate internal and external communications, including executive announcements, partner communications, and company-wide updates.
• Assist with newsletter marketing, including content drafting, editing, scheduling, and coordination with design or distribution platforms.
• Support CEOs social media coordination by drafting captions, coordinating content calendars, and working with internal or external marketing partners as needed.
• Ensure written communications align with brand voice, executive tone, and strategic priorities.
• Track deadlines and approvals for marketing and communications deliverables to ensure timely execution.

Family Office & Personal Support

• Support family office operations including coordination of personal and business expenses, bill pay processes, and expense classification across company, family office, and personal accounts.
• Provide logistical and administrative support for personal matters related to the CEO, including scheduling, errands, reservations, and time-sensitive requests.
• Assist with personal event planning, household-related coordination, and property-related projects as needed.
• Provide support to immediate family members at the CEOs direction, coordinating logistics, scheduling, and administrative needs.
• Assist with pet-related care coordination, including scheduling veterinary appointments, grooming, walking and transportation, and care arrangements during travel periods.
• Coordinate executive and family-related travel logistics including itineraries, accommodations, ground transportation, and troubleshooting during travel.

Qualifications & Attributes

• 2-3 Years EA Experience Supporting C-Level Executive
• Highly proactive and anticipatory; identifies needs before being asked.
• Exceptionally organized with strong attention to detail and follow-through.
• Polished, warm, and hospitality-oriented with strong executive presence.
• Flexible and available to accommodate travel, off-site work, and time-sensitive personal requests.
• Calm under pressure and solution-focused.
• Trusted with sensitive information and exercises sound judgment at all times.
• Comfortable operating in both corporate and family office environments with professionalism and discretion.
• Must have a valid drivers license and have reliable transportation.
• Must be willing to work out of our Oakland office. This is not a remote position.