This is a full-time in-office position
WHO WE ARE
Ocean 6 is a place where bold new ideas change the world of finance. We empower successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.
Our firm is guided by our brand foundation:
- Our Why: The value we provide makes a profound difference in people's lives, and helps our clients reach their goals.
- Vision: Our bold new ideas will change the world of finance.
- Who We Serve: Successful Incorporated Professionals & Business Owners.
To join our close-knit, entrepreneurial team, attitude is everything. Tasks can be taught, but being positive, driven, and eager to dive into new experiences cannot.
THE ROLE
This role supports all three Ocean 6 partners. You'll manage calendars, travel, and expenses across three distinct working styles, and help run day-to-day office operations.
This is a high-trust, high-access role: you'll be inside confidential client files, personal schedules, and executive decision-making on a daily basis.
RESPONSIBILITIES
- Provide direct, day-to-day support to all three of the firm's partners
- Own and manage calendars for all three partners, proactively resolving conflicts before they become problems
- Coordinate all travel arrangements (flights, hotels, itineraries) end-to-end, including contingency planning
- Coordinate with our bookkeepers and prepare monthly financial filings for partner review
- Compile, reconcile, and track monthly business expenses and receipts with full accuracy
- Support hiring logistics
- Screen and manage incoming calls, greet visitors, and handle general front-of-house needs
- Maintain and organize confidential client records in our CRM, ensuring data integrity and compliance with our standards
- Anticipate needs before they're voiced, based on deep familiarity with each partner's habits, priorities, and working style
- Act as a filter and gatekeeper; using judgment to prioritize what reaches each partner and what can be handled independently
- Set the standard for white-glove service across every client, partner, team member, and visitor interaction
- Own vendor relationships, supplies, and general office upkeep
- Help plan and execute events and celebrations (anniversaries, birthdays, retreats)
- Other responsibilities as required by Ocean 6
QUALIFICATIONS
- 3+ years supporting senior executives or multiple principals directly
- Comfortable working with financial documents and coordinating with bookkeepers/accountants
- Proven track record exercising independent judgment and discretion with highly confidential information
- Demonstrated ability to manage competing demands from multiple stakeholders and prioritize without direction
- CRM experience required; comfortable learning and owning new systems
- Exceptional written and verbal communication, including comfort representing partners in client-facing situations
- We're looking for someone who wants to build something long-term, not a stepping stone
COMPENSATION & BENEFITS
- $68,000 - $80,000 (potential to participate in profit-sharing program in future)
- Dental care & Extended health care
- On-site gym
- On-site parking
If this job is a fit for you: email your application to [email protected] with the subject line "A New World of Wealth: Executive Assistant." In the body, tell us in three sentences why you think you are a great fit for this role.
Following these instructions is the first thing we're looking for.
