Executive Coordinator

Morton Wealth

Calabasas, California

JOB DETAILS
SKILLS
Administrative Skills, Calendar Management, Communication Skills, Detail Oriented, Documentation, Executive Assistant Skills , Leadership, Logistics, Multitasking, Organizational Skills, Plan Meetings, Team Player, Travel Planning
LOCATION
Calabasas, California
POSTED
30+ days ago

Daily Responsibilities

  • Executive Support
    • Manage calendars and schedule meetings for the CEO, COO, and CIO, including check-ins with direct reports and OKR meetings
    • Coordinate meeting logistics, including room bookings, lunch orders, and buffer times
    • Maintain a weekly meeting agenda with follow-up reminders, employee check-in documentation, and commitment tracking
    • Support the executive team with special projects as needed
  • Travel Coordination
    • Arrange travel logistics including flights, hotels, transportation, parking, meal reservations, and conference bookings
  • Culture and Recognition
    • Identify employee milestones, achievements, and opportunities for recognition
    • Coordinate gifts, thank-you cards, and other gestures of appreciation for special events and moments
    • Keep a pulse on team culture and surface opportunities for the executive team to meaningfully engage with individuals and teams

Our ideal candidate will consistently demonstrate the following skills/competencies

  • Exceptionally organized, with strong attention to detail and the ability to manage multiple priorities at once
  • A proactive communicator who follows through on commitments and keeps others informed
  • Discreet and trustworthy — you understand the importance of confidentiality at the executive level
  • Warm and people-oriented, with a genuine interest in the well-being of the team around you
  • Comfortable working independently in a part-time capacity while staying closely connected to the needs of a fast-moving leadership team

Requirements

  • Prior experience in an executive assistant or administrative coordinator role is strongly preferred
  • Ability to work in our office at least one day per week
  • Proficiency with calendar management tools and general office software

Our Offer

  • A part-time role with meaningful impact at a values-driven firm
  • A collaborative, people-first culture where your contributions are noticed and appreciated

About the Company

M

Morton Wealth