Executive Strategic Coordinator (Executive Assistant)
Monrovia, CA
Job type
Full-time
Pay range
$70,000
Location
Hybrid
Language
English
Description
About Us
Do you want to help people create a more secure financial future for their loved ones?
Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our global network of financial organizations and specialists – our Ohana (family).
Founded in 1992, The Pacific Bridge Companies (TPBC) has deep roots in financial services and community activism, dating back to the 1930s when our founder’s grandfather led the charge to abolish racially discriminatory practices in the life insurance industry of the United States.
Today, we’re all about making global financial navigation a reality. It’s often difficult for global citizens to interpret the complex cross-border laws governing insurance, investments, banking, tax, and law. We help financial advisors guide these clients wherever their lives may lead by providing advice, financial planning ideas, and connections to other finance and insurance professionals ready to help.
Initially aiming our efforts at people and companies living multi-national lives between Asia and the United States, we are now expanding to meet the growing demand for similar services in other parts of the world. That’s why we need you!
About the Job
The Opportunity: More Than an Assistant – A Mission Partner
We have opportunities for Executive Strategic Coordinators (Executive Assistant) to support our executive leadership team. These roles go beyond administrative tasks – you’ll act as a strategic partner, organizer, and problem-solver, ensuring priorities and projects move forward seamlessly.
You’ll bring structure to complex, fast-moving priorities, anticipate needs, and take action without waiting for instruction. You’ll manage sensitive information with discretion and work closely with senior leadership to keep operations aligned with company strategy.
This is a great fit for someone who:
- Thrives in a fast-paced, high-impact environment
- Enjoys creating order, clarity, and efficiency
- Is proactive, detail-oriented, and solutions-driven
- Has strong writing and communication skills
- Takes pride in being the “go-to” person who gets things done
Key Responsibilities
Executive Support & Scheduling
- Manage executive calendars, appointments, and meetings across time zones
- Prioritize tasks and protect executive time for high-value priorities
- Coordinate travel arrangements, logistics, and event planning
Project Coordination
- Drive execution by translating vision into actionable steps
- Track progress on key initiatives and ensure follow-through
- Manage communication between executives, departments, and external partners
Communication & Documentation
- Draft, edit, and review correspondence with professionalism and accuracy
- Maintain organized systems for documents, presentations, and meeting notes
- Summarize meeting takeaways and follow up on action items
Operational Efficiency
- Anticipate needs and proactively solve problems before they escalate
- Support workflow improvement and cross-functional collaboration
- Handle confidential information with discretion and professionalism
What We're Looking For
- Experienced (3+ years) supporting executives, directors, or senior leaders
- Exceptionally organized, detail-oriented, and reliable
- A strong communicator and writer with excellent grammar and tone sensitivity
- A self-starter who anticipates needs and takes initiative
- Calm under pressure and adaptable to changing priorities
- Trustworthy and discreet when handling confidential matters
- Tech-savvy with Microsoft 365, Teams, SharePoint, Zoom, and CRMs like Dynamics 365
- Curious and open to using AI tools to improve efficiency and workflow
Why This Role is Different
You’ll work side-by-side with senior leadership, contributing to the core operations of a global firm. This role offers access, impact, and opportunity.
You’ll be mentored, challenged, and appreciated – and you’ll be expected to rise.
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
The Pacific Bridge Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. All employment decisions are made based on qualifications, merit, and business needs.
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