United Legacy · 2 weeks ago
Executive Assistant
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $105K/yr
5+ years expUnited Legacy is a private real estate investment and development firm offering various services related to real estate and lending. They are seeking an experienced Executive Assistant to provide high-level operational and administrative support to the CEO, ensuring effective communication and coordination across leadership teams.
ConsultingFinancial ServicesLending
Hiring Manager
Daniella Flores
Responsibilities
Provide strategic administrative and operational support to the CEO and
Capture executive priorities, decisions, and action items; ensure timely and accurate follow-through
Draft correspondence, prepare documents and presentations, update systems, and coordinate next steps
Monitor and coordinate executive calendars to ensure alignment with priorities and commitments
Proactively identify scheduling conflicts, risks, and opportunities to improve efficiency
Manage and prioritize executive communications across email, phone, and in-person requests
Prepare agendas, briefing materials, and post-meeting summaries
Ensure meeting technology is fully operational, including video conferencing and recording tools
Utilize meeting recordings and AI-generated transcripts to support documentation and action-item tracking
Maintain organized executive records, documentation, and action-item tracking using company-approved systems
Track ownership and deadlines to ensure commitments are completed on schedule
Serve as a liaison between executive leadership and internal stakeholders across multiple internal brands
Coordinate overlapping priorities across leadership teams, workflows, and timelines
Partner with the CEO’s personal estate manager to align personal and professional schedules
Coordinate domestic and international business travel in partnership with the events team
Support real-time travel adjustments and logistical changes as needed
Travel and limited evening availability may be required around executive events or initiatives
Qualification
Required
5+ years of experience providing senior-level administrative support to VP, SVP, or C-suite executives
Experience supporting executives with broad organizational scope and decision-making authority
Proven ability to manage confidential, sensitive, and time-critical information
Exceptional organizational skills and attention to detail
Strong written and verbal communication skills
Proficiency with Microsoft Office, Outlook, Zoom, and modern collaboration and task management tools
Ability to work on-site and maintain close alignment with executive leadership
Preferred
Experience in real estate, finance, lending, insurance, or a related industry
Experience supporting executives across multiple business units or entities
Familiarity with board-level meeting support and executive governance processes
Experience coordinating complex domestic and international travel
Comfort leveraging meeting technology, recordings, and AI-generated transcripts to support execution
Benefits
Health Insurance: Medical, dental, and vision coverage
Unlimited PTO: Eligible after probationary period
Sick Days: Eligible after probationary period
Company
United Legacy
UNITED LEGACY provides financial services such as lending, investing, and business planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase