This position is full-time and in person located in Irvine, CA*
About ConsumerDirect
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.
Overview :
We are seeking a highly organized, proactive, and tech-savvy 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, strong analytical skills, and a customer-focused attitude. The ideal candidate will bring expertise in data analytics, advanced Microsoft Office proficiency, and audiovisual (AV) technology to enhance operational efficiency and executive decision-making.
Key Responsibilities:
- Manage complex calendars and schedule meetings for the CEO, executives, and team members, ensuring optimal time allocation.
- Prepare, design, and deliver high-impact reports and presentations using advanced Microsoft PowerPoint and Word formatting.
- Collect, analyze, and interpret data from multiple sources to provide actionable insights, trends, and performance metrics.
- Maintain organized filing systems for electronic and physical documents, records, and reports with an emphasis on accuracy and version control.
- Provide AV setup, troubleshooting, and operational support for meetings, webinars, and presentations—both in-person and virtual.
- Maintain and track financial records, including expenses, invoices, and analytical reporting.
- Update and manage data in company databases, HRIS, and project management tools; ensure data accuracy and completeness.
- Identify opportunities to leverage technology and automation to improve processes and workflows.
- Handle additional ad hoc projects and duties as needed.
Qualifications :
- College degree in Business Administration, Communications, Data Analytics, or a related field, or equivalent combination of education and relevant work experience.
- Advanced proficiency in Microsoft Office Suite, including expert-level Excel skills (pivot tables, formulas, data visualization), PowerPoint (professional presentation design), and Word (advanced formatting).
- Strong data analytics skills with the ability to interpret and present findings clearly.
- Familiarity with audiovisual equipment, video conferencing platforms (Zoom, Teams), and hybrid meeting setups.
- Experience with project management software and tools (Miro, Asana) highly preferred.
- Experience in a SaaS environment highly preferred.
- High attention to detail, problem-solving skills, and the ability to manage multiple priorities.
- Ability to handle sensitive information with confidentiality and discretion.
- Excellent verbal, written, and interpersonal communication skills.
Why Join Us?
- 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.
- 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.
"Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences."