About Us: At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Title: Executive Assistant II

Department: Executive

Direct Supervisor: Chief of Staff

Pay Range: $50,000-$65,000

We are seeking a highly organized and proactive Executive Assistant II to provide direct support to the Chief of Staff, while also assisting the CEO and other senior executives. This role plays a critical part in ensuring the smooth operation of executive-level activities and requires exceptional attention to detail, discretion, and a customer-focused attitude.

Key Responsibilities

• Manage calendars and schedule meetings for the CEO, executives, and team members.
• Prepare and organize meetings, including setup, internal communications, reports, and presentations.
• Maintain organized filing systems for electronic and physical documents, records, and reports.
• Serve as company office tour guide and coordinate client visits that highlight company culture, amenities, and key departments.
• Support event planning, including company meetings and team-building activities.
• Maintain and track financial records, including expenses, invoices, and reports.
• Update and manage data in company databases, HRIS, and project management tools.
• Ensure data accuracy and completeness in reports and documentation.
• Handle additional ad hoc projects and duties as needed.

Qualifications

• College degree in Business Administration, Communications, or a related field, or equivalent combination of education and relevant work experience.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace.
• Experience with project management software and tools (Miro, Asana) highly preferred
• Experience in a SaaS environment highly preferred
• High attention to detail and problem-solving skills.
• Ability to handle sensitive information with confidentiality and discretion.
• Excellent verbal, written and interpersonal communication skills

At ConsumerDirect, we value and invest in our team members. Here’s what we offer:

• Open Time Off (AKA Unlimited PTO) with our open time off policy, allowing you the flexibility to recharge when you need it.
• 10 Paid Holidays throughout the year.
• Equity in the company, making you an owner and part of our shared success.
• 401(k) retirement plan to help you save for the future.
• Comprehensive medical, dental, and vision plans with PPO and HMO options, covering employees and their dependents.
• $20,000 company-sponsored life insurance and employer-sponsored long-term disability coverage.
• A $1,500 annual stipend for learning and development to support your professional growth.
• Free daily energy drinks, coffee, and snacks.
• Health and wellness benefits, including an LA Fitness membership.

Hiring Process:

• 15 minute phone interview with the People Operations Team
• 30 - 60 minute virtual interview with the Chief of Staff & Office Manager
• 30 minute in-person interview with the Chief Executive Officer