Job Description
Executive and Personal Assistant at Wedbush Securities summary:
The Executive and Personal Assistant at Wedbush Securities provides high-level administrative and personal support to the CEO, managing complex schedules, communications, and travel arrangements. The role includes coordinating meetings, events, and company initiatives while handling sensitive documents and acting as a liaison for internal and external stakeholders. This position demands discretion, strong organizational skills, and the ability to adapt to evolving priorities within a financial services environment.
Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Our Manhattan Beach office is seeking an Executive and Personal Assistant. This position requires a high-level intellect and work ethic that compliments the CEO's responsibilities. The selected individual will take initiative and work in a collaborative and professional manner with the firm's senior management.
Responsibilities include, but are not limited to: - Provide high-level administrative and personal support to a C-suite executive, including calendar oversight, travel planning, and expense tracking
- Manage dynamic and confidential schedules while serving as liaison and point of contact for internal and external stakeholders
- Draft, edit, and respond to communications across multiple formats, maintaining tone and discretion appropriate to executive-level correspondence
- Oversee day-to-day operations of the executive suite, including office logistics, meeting coordination, and resource management
- Partner with senior leadership to streamline workflows, enhance communication, and support cross-functional initiatives
- Coordinate corporate and social events in collaboration with internal teams, ensuring seamless execution and attention to detail
- Administer company assets such as season tickets and event access, supporting engagement initiatives and special projects
- Facilitate routing and tracking of sensitive documents across legal, HR, and finance functions, ensuring timely review and completion
- Represent the executive office on internal committees and contribute to company-wide initiatives and recognition programs
- Adapt to evolving priorities and take ownership of ad hoc assignments requiring discretion, judgment, and initiative
- Perform other tasks and duties as required and assigned
Experience and Skills - Bachelor's Degree from an accredited university
- 3-5 years of experience in an Executive or Personal Assistant position
- Excellent communication skills, both verbal and written; solid writing and composition skills with knowledge of standard business language
- Highly proficient in MS Office including Word, Excel, PowerPoint and Outlook; strong Internet information research skills
- Strong analytical, problem-solving, and critical-thinking skills
- Experience in Financial Services, particularly broker/dealer preferred
- Ability to provide flexible hybrid work hours and/or work remotely and in-office as needed
- Comfortable managing both personal and professional priorities with discretion
- Local to Manhattan Beach or South Bay, within a short, reliable commute
- Flexible and available beyond standard work hours when needed
- Patient, intuitive, and service-oriented with a refined sense of discretion
Job Benefits As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
- Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
- Health Savings Account with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
- Tuition reimbursement up to $5,250/year
- 3 weeks of Paid Time Off
- 2 weeks of Paid Sick Time (may vary by location)
- 10 Paid Holidays
- Charitable Donation Matching Contributions
- Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
- FINRA License Sponsorship
- Travel & Employee Assistance and Employee Discount Programs
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $80,000 to $107,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
Keywords:
executive assistant, personal assistant, calendar management, travel planning, expense tracking, financial services, confidential communications, meeting coordination, event planning, office administration
Job Tags
Internship, Local area, Remote work, Flexible hours,