We are seeking a highly capable Executive Assistant / Office Manager to serve as the operational hub of a growing financial planning firm. This position provides high-level support to the Founder while also overseeing day-to-day office operations and building management responsibilities for a multi-tenant property, including tenant coordination and management of rentable meeting space. The ideal candidate is proactive, discreet, exceptionally organized, and comfortable owning multiple priorities across people, facilities, and executive support.

Key responsibilities include:

Executive support to Founder

• Manage the Founder’s calendar, meeting scheduling, and day-to-day priorities; anticipate needs and protect focus time
• Coordinate business and personal travel, itineraries, and related logistics; handle occasional personal errands and misc. projects as needed
• Draft, proofread, and organize correspondence, materials, and documents; maintain strict confidentiality
• Serve as a professional point of contact for internal staff and external partners; ensure timely follow-up and follow-through

Office management and staff coordination

• Oversee daily office operations to ensure a polished, welcoming, and efficient environment
• Manage administrative staff workflow and task coverage; help set priorities, standards, and operating rhythm
• Coordinate office vendors and service providers (supplies, maintenance, technology, cleaning, etc.); track renewals and service issues
• Support internal events and team logistics as needed (meetings, staff gatherings, occasional client-facing logistics)

Building management (multi-tenant)

• Serve as the primary point of coordination for building-related matters, including communication with tenants and service providers
• Manage tenant needs (basic requests, coordination of repairs, access/logistics) and maintain building-related documentation
• Coordinate rentable meeting space usage: scheduling, client/tenant communications, basic setup expectations, and light oversight of readiness
• Track building operations items and escalate complex issues to appropriate professionals (legal, contractors, specialized vendors) as needed

Qualifications

• Must reside in (or be willing to relocate to) the Temecula Valley area; ROLE IS ON-SITE 5 DAYS A WEEK
• 3+ years of experience in an Executive Assistant, Office Manager, or combined operations/administrative role (financial services or professional services strongly preferred)
• Demonstrated ability to manage confidential information with discretion
• Strong organizational skills and comfort juggling competing priorities without losing detail
• Professional communication skills; calm, service-oriented presence
• Proficiency with Microsoft Office/Google Workspace; comfort learning CRM/workflow tools
• Prior facilities, vendor, or multi-tenant coordination experience is a plus

What success looks like

• Founder’s schedule and priorities are streamlined, protected, and well-managed
• Office operations run smoothly with clear accountability across staff and vendors
• Tenants and meeting space users receive prompt, professional coordination
• The workplace feels organized, high-quality, and consistently “handled”