Personal Assistant

About us

Integrity Wealth Advisors is known for its sound financial advice, stellar customer service, and active support of the Ventura and Ojai communities. Our workplace culture is committed to helping individuals, families, and businesses grow, preserve, and distribute wealth. Our team holds itself to the highest levels of integrity and accountability to ensure that we are doing our absolute best for each one of our clients. IWA is an ideal workplace setting to expand one’s professional development and financial literacy while simultaneously building new and meaningful relationships with colleagues and clients..

Our work environment includes:

• Modern office setting
• Food provided
• Growth opportunities
• Modern office setting

Essential Duties and Responsibility:

· Provides high-level administrative and personal assistance to the company CEO & COO.

· Oversees calendar, scheduling and coordinating meetings, appointments for work and personal activities, such as medical appointments, consultants, and service providers.

· Plans and executes travel arrangements (airfare, lodging, ground transportation, meals, etc) and source of local transportation for private and work-related trips.

· Runs errands as requested such as, dry cleaning pick up/drop off, handling various purchases work and personal, deliveries, registrations and returns, arranging car maintenance and repairs, when needed

· Performs clerical tasks as assigned by management such as, formatting and editing proposals and pitchbook materials, prepare PowerPoint presentations for current and prospective engagements

· Receives incoming communication such as emails, personal an d/or office mail on behalf of senior staff, reviews contents, determines importance, and summarizes and/or distributes contents to appropriate staff.

· Act as the point of contact among executives, employees, clients, and other external partners

· Data entry, document management and light bookkeeping

· Support client services team and office development in realted office work and light housekeeping such as making coffee and tea

Job Type: Full-time

Pay: $18.09 - $21.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• related work: 2 years (Required)

Work Location: Hybrid remote in Ventura, CA 93001