Executive Assistant - confidential correspondence (Sacramento, CA)
Harborlight Nest Financial Group · Sacramento, CA · part time
Harborlight Nest Financial Group is looking for an Executive Assistant. The job centres on confidential correspondence for customer onboarding, and it would suit someone who likes steady, practical work.
You would work closely with colleagues in operations, support and management.
What you will do
• Handle sensitive information with care.
• Coordinate with partners and staff about customer onboarding.
• Manage a busy calendar, travel and expense reports.
• Keep files, contracts and follow-ups in order.
• Prepare meeting materials and take accurate notes.
What we are looking for
• Excellent judgement, discretion and writing.
• Three or more years supporting senior managers.
• Very organised and calm under pressure.
Nice to have
• Experience with customer onboarding.
• Event planning experience.
Working arrangement
• Part-time, about 24 hours a week, afternoons.
• On site in Sacramento.
• Applications are reviewed on a rolling basis.
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