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Executive Assistant

Vantage Point Advisors, Inc. San Diego, CA
  • Expired: over a month ago. Applications are no longer accepted.

We are currently hiring for an Executive Assistant. The Executive Assistant is responsible for supporting the leadership and support teams with client matters, overseeing details around daily activities and assisting in the general business administration of the firm.


• Superb attention to detail with the ability to identify errors and inconsistencies

• Take on assignments to completion and complete projects on time

• Technically savvy with the ability to learn quickly

• Sharp, organized and a great multitasker

• Problem solver that demonstrates a “will do” positive attitude

• Excellent planning and time management skills

• Demonstrates professionalism and integrity

• Understands and maintains confidentiality

• Excellent ability to prioritize work and works well under pressure

• Simply put, someone who Gets Stuff Done!


• Compile and prepare engagement letters, presentation materials, and project pitch books

• Coordinate client and marketing meetings

• Coordinate meetings, calendars, and travel

• Monitor and manage phone calls, email accounts and LinkedIn account

• Assist with preparing time entries and expense reports

• Provide general administrative and marketing support as needed, including maintaining Salesforce and client/prospect databases Provide light general office support including preparing for on-site lunches, happy hours and receptions


• College degree required, degree in a related field is preferred

• Working knowledge in all major business software applications (Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint), Adobe, etc.)

• Experience with Salesforce and QuickBooks preferred


• Compensation “Depends on Experience” and what you bring to the job

• Medical, Dental, Vision insurance

• Simple IRA retirement plan

• Disability and life insurance

• Paid Time Off benefit

Vantage Point Advisors, Inc.

Who Are We? Based in San Diego (with offices in Los Angeles, Portland, Seattle and New York), Vantage Point Advisors is a rapidly growing business valuation advisory firm recognized for its integrity and ability to execute. Our objective is to deliver responsive, high quality business valuation and financial advisory services to a diverse and demanding client base. The candidate will play an essential role in the growth and continuous development of the firm and its culture.


San Diego, CA 92130
San Diego, CA