COMPANY DESCRIPTION

One Capital Management, LLC (“OCM”), is a leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment companies, and institutions in the U.S. and Canada. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

POSITION DESCRIPTION

The Executive Assistant I Client Services supports the President of the firm, playing a key role in delivering a seamless and exceptional service experience for both internal teams and clients. This role includes a variety of administrative and client-facing tasks to ensure smooth daily operations and high-level client satisfaction.

Specific responsibilities may include, but are not limited to:

• Administrative Support for the President of the Firm
• Calendar Management: Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements.
• Email and Correspondence: Manage incoming emails and communications.
• Document Preparation: Prepare reports, presentations, and business documents as needed.
• Confidentiality: Handle sensitive information with the utmost discretion and confidentiality.
• Client Relationship Management
• Serve as a primary point of contact for clients regarding account maintenance, cash management, distributions, and investment reporting.
• Research and resolve routine to moderately complex client issues, utilizing internal resources and escalating as necessary.
• Prepare client account paperwork, including agreements, custodian forms, applications, and other required client deliverables.
• Coordinate new client onboarding activities, including document collection, process execution, household setup, and proactive client communication.
• Tracking & Documentation
• Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.
• Collaboration and Professional Development
• Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.

JOB REQUIREMENTS

• Excellent organizational skills with keen attention to detail and the ability to prioritize tasks.
• Strong communication skills, both written and verbal.
• Expertise in Microsoft Office Suite (Excel, PowerPoint, Word)
• Salesforce experience preferred.
• Bachelor’s degree is preferred.
• 1-3 years professional experience is preferred.
• Familiarity with financial terminology and basic wealth management principles.

• Administrative Support for the President of the Firm
• Calendar Management: Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements.
• Email and Correspondence: Manage incoming emails and communications.
• Document Preparation: Prepare reports, presentations, and business documents as needed.
• Confidentiality: Handle sensitive information with the utmost discretion and confidentiality.
• Client Relationship Management
• Serve as a primary point of contact for clients regarding account maintenance, cash management, distributions, and investment reporting.
• Research and resolve routine to moderately complex client issues, utilizing internal resources and escalating as necessary.
• Prepare client account paperwork, including agreements, custodian forms, applications, and other required client deliverables.
• Coordinate new client onboarding activities, including document collection, process execution, household setup, and proactive client communication.
• Tracking & Documentation
• Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.
• Collaboration and Professional Development
• Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge