JobsExecutive AssistantSan FranciscoSenior Executive Assistant

ORION

Posted yesterday

Senior Executive Assistant

ORION · San Francisco, California, United States

Full-timeHybrid · 3 days in office2-5 yrs$92k–$139kListed as no visa sponsorshipFinancial Services
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In short

The Senior Executive Assistant provides high-level administrative support to multiple leaders, including managing complex calendars, travel arrangements, and meeting logistics. They also handle project support, vendor relationships, and serve as a professional point of contact for internal and external stakeholders.

What they're looking for

MUST-HAVE SKILLS

Calendar managementTravel planningAdministrative supportMicrosoft OfficeData entryProject supportCommunication skillsVendor management

ALSO MENTIONED

Executive AssistantAdministrative SupportCalendar ManagementTravel CoordinationMicrosoft OfficeCRMVendor ManagementEvent PlanningFinancial ServicesProject Management

Candidates must have a minimum of three years of experience in an executive assistant or comparable administrative role. Proficiency in Microsoft Office and the ability to manage competing priorities in a fast-paced, regulated environment are required.

About the employer

Orion

Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.

Read more

Our integrated platform helps financial advisors attract and retain clients, connect financial planning to investment strategy, streamline operations, and deliver personalized investor experiences at scale. With AI embedded directly into advisor workflows, Orion empowers firms to work smarter, move faster, and focus more time on clients. Built on an open architecture foundation, Orion delivers the flexibility advisors need through a fully connected ecosystem spanning portfolio management, financial planning, CRM, trading, reporting, compliance, and investment solutions. Orion’s connected brands — Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital, Redtail Technology, and Orion OCIO— create a comprehensive wealthtech offering that helps firms increase efficiency, strengthen client relationships, and accelerate growth. Supporting more than 8.3 million technology accounts and thousands of independent advisory firms, Orion is helping shape the future of wealth management as a leading-edge technology company and trusted partner to growth-focused advisors. • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7

INDUSTRY
Financial Services
COMPANY
Privately Held
HEADQUARTERS
Omaha, NE
SIZE
1,001-5,000on LinkedIn
OFFICES
8 on LinkedIn

KNOWN FOR

AI-Native Advisor WorkflowsWealthtech PlatformTrading and RebalancingTax-Efficient Portfolio ManagmentPerformance ReportingAdvisory Fee Billing

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Questions about this role

Is this ORION role remote?
Tagged hybrid · 3 days in office.
What does it pay?
The posting lists $92,034–$138,965 a year.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

As a Senior Executive Assistant, you will be responsible for providing high-level administrative support to multiple leaders. This person will manage and ensure the effectiveness of the company’s administrative tasks and issues such as scheduling, planning, and facilitating office meetings and other administrative actions. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

▶ READ THE FULL POSTING

About this Opportunity

As a Senior Executive Assistant, you will be responsible for providing high-level administrative support to multiple leaders. This person will manage and ensure the effectiveness of the company’s administrative tasks and issues such as scheduling, planning, and facilitating office meetings and other administrative actions. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you’ll get to

  • Manage and maintain executive calendar(s), resolve scheduling conflicts, and prioritize calendar events to align with business needs.
  • Coordinate and schedule recurring and ad hoc meetings (weekly, monthly, quarterly) for the executive(s) and their team.
  • Arrange complex domestic and international travel including airfare, hotel, ground transportation, and itinerary preparation.
  • Register executive(s) for conferences, professional development events, or external engagements.
  • Maintain up-to-date contact lists and distribution groups for supported leaders.
  • Administrative & Project Support
  • Provide broad administrative support including creating presentations, spreadsheets, and reports; printing, binding, filing, data entry, and mail distribution.
  • Support leaders and teams in preparing materials for key meetings, client engagements, or business reviews.
  • Assist with finalizing deliverables for internal or external stakeholders, including proposals, summaries, and correspondence.
  • Input and maintain data in relevant systems (e.g., CRM, scheduling tools) as directed.
  • Maintain organized electronic and physical files for supported leader(s) and team; ensure records are current and easily retrievable.
  • Coordinate client and employee recognition gestures (cards, gifts, flowers) as directed by supported leader(s).
  • Provide support for special projects and cross-functional initiatives as assigned.
  • Plan and coordinate ongoing team meetings, all-hands sessions, team-building events, and offsites.
  • Manage logistics for in-person and virtual meetings including booking accommodations, coordinating participants, and arranging catering as needed.
  • Support preparation for and coordination of board-level or committee meetings as applicable to the supported function.
  • Monitor and order office supplies, kitchen supplies, and other consumables; ensure common areas are well-maintained.
  • Manage relationships and expenses with vendors including shipping carriers, office equipment providers, facilities services, and catering.
  • Periodically evaluate vendor relationships and costs; recommend and onboard new vendors when warranted.
  • Serve as a point of contact with building facilities management and external service providers to ensure proper standards are maintained.
  • Coordinate with facilities management to support the needs of the local office.
  • Serve as a professional point of contact for inbound calls, emails, and inquiries on behalf of supported leader(s); triage, respond, and follow up as appropriate.
  • Draft, proofread, and send correspondence on behalf of supported leader(s) as directed.
  • Build and maintain positive relationships with internal stakeholders, external partners, and clients at all organizational levels.

We’re looking for talent who

  • Has a minimum of three (3) years of experience as an executive assistant or in a comparable administrative support role as required.
  • Has experience supporting senior or executive-level leaders preferred.
  • Has experience within financial services or a similarly regulated industry preferred.
  • Has experience managing complex, multi-executive calendars and email inboxes.
  • Demonstrates high discretion in handling sensitive information.
  • Has strong written, verbal, and listening skills; comfortable interacting with stakeholders at all levels.
  • Has advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); AI, experience with CRM or scheduling platforms a plus.
  • Can manage competing priorities and meet deadlines with a sense of urgency.
  • Works effectively both independently and as part of a team; builds relationships across functions.
  • Has prior experience planning and coordinating event logistics.
  • Exercises sound judgment to anticipate needs and resolve issues proactively.
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills

Calendar Management, Client-Centric, Confidentiality, Effective Communication, Innovation, Office Administration, Technical Proficiency, Time Management, Travel Planning, Work Collaboratively

Salary Range

$92,034.00 - $138,965.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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This listing comes from ORION's own careers site. Apply links go to the employer. Company facts are from Orion's public profile. Last checked 29 Oct 2026.