Executive Assistant Job at Centura Wealth Advisory in San Diego

Centura Wealth Advisory is looking for an Executive Assistant reporting directly to the CEO, Derek Myron.

As Executive Assistant, your primary objective will be to maximize the CEO’s time through efficiency while ensuring seamless coordination across all daily activities.

This highly visible role requires a proactive, detail-oriented, and highly organized individual who can anticipate the needs of the CEO, manage a dynamic schedule, and prioritize and execute on multiple tasks and projects with discretion and professionalism. The ideal candidate must be based in the San Diego area.

To excel in this role, the ideal candidate will possess exceptional organizational skills, professionalism & poise, a proactive mindset, and be adaptable & resilient. This position requires an individual with advanced skills in Microsoft Office Suite – particularly Excel, to prepare reports, manage data, and create high-quality presentations & documentation.

• Calendar & Meeting Management
  • Calendar business meetings & personal appointments for the CEO
  • Coordinate the CEO’s complex and full schedule, ensuring efficient time management
• Documentation & Reporting
  • Frequent use of Microsoft Excel to develop, maintain, and analyze data reports for the CEO
  • Prepare presentations, reports, and spreadsheets with accuracy & attention to detail
• Communication Management
  • Act as the main point of contact for the CEO
  • Manage email correspondence, both inbound & outbound
  • Handle phone calls & email inquiries with professionalism and discretion
• Meeting Preparation & Follow-up
  • Create meeting agendas & deliverables as needed
  • Ensure follow-up action items are properly captured with appropriate deadlines noted
• Project & Task Support
  • Support strategic projects across the firm by conducting research or preparing reports
  • Provide support with personal errands for the CEO as needed
• Travel Coordination
  • Arrange domestic & international travel – flight itineraries, accommodations, rental cars, and all other logistics to ensure seamless travel plans for the CEO
• Stakeholder Liaison
  • Act as a liaison between the CEO and internal/external stakeholders, aiming to handle inquiries without the CEO’s input/involvement
• Confidentiality & Discretion
  • Handle sensitive information with a high level of confidentiality, exercising sound judgement and integrity, all while upholding Centura’s Core Values

• Experience
  • 5+ Years of experience in an Executive support role, ideally within the financial services or a similar industry
• Education
  • Bachelor’s degree in Business Administration, Communications, Financial Services, or a related field preferred
• Technical Skills
  • Advanced proficiency in Microsoft Excel Suite, with particular emphasis on Excel (e.g., VLOOKUP, pivot tables, complex formulas) to create and manage data-driven reports
  • Strong working knowledge of Outlook, Word, and PowerPoint for high-quality document and presentation preparation
  • Experience using Salesforce or other CRM, preferred
  • Experience using Asana or other project management software, preferred
• Attributes
  • Excellent interpersonal relationship skills required, as the ideal candidate will be communicating frequently with Senior Leaders and Ultra High Net Worth (UHNW) Clients
  • Strong organizational skills and meticulous attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage competing demands, work independently, and handle shifting priorities

Competitive compensation includes:

• Salary
• Bonus
• Ownership participation is available
• Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team
• Open and supportive team-based environment
• Paid Time Off
• Full medical, dental, vision benefits

Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $75k + Bonus