Job Description

United Legacy is a private real estate investment and development firm supported by a portfolio of affiliated brands offering services related to real estate, lending, tax strategy, estate planning, and other complementary solutions.

Position Overview

We are seeking an experienced Executive Assistant to provide high-level operational and administrative support to the CEO and across this portfolio. This role operates in a fast-paced environment and requires discretion, sound judgment, and the ability to manage competing priorities with consistency and professionalism.

This position extends beyond traditional administrative support. The Executive Assistant serves as a central coordination point for executive operations - ensuring leadership priorities are reinforced, decisions are followed through, and execution remains aligned across leadership teams and brands.

This is a full-time, on-site role based in Del Mar, CA requiring close collaboration with executive leadership during core business hours.

Key Responsibilities

• Provide strategic administrative and operational support to the CEO and
• Capture executive priorities, decisions, and action items; ensure timely and accurate follow-through
• Draft correspondence, prepare documents and presentations, update systems, and coordinate next steps
• Monitor and coordinate executive calendars to ensure alignment with priorities and commitments
• Proactively identify scheduling conflicts, risks, and opportunities to improve efficiency
• Manage and prioritize executive communications across email, phone, and in-person requests
• Prepare agendas, briefing materials, and post-meeting summaries
• Ensure meeting technology is fully operational, including video conferencing and recording tools
• Utilize meeting recordings and AI-generated transcripts to support documentation and action-item tracking
• Maintain organized executive records, documentation, and action-item tracking using company-approved systems
• Track ownership and deadlines to ensure commitments are completed on schedule
• Serve as a liaison between executive leadership and internal stakeholders across multiple internal brands
• Coordinate overlapping priorities across leadership teams, workflows, and timelines
• Partner with the CEO’s personal estate manager to align personal and professional schedules
• Coordinate domestic and international business travel in partnership with the events team
• Support real-time travel adjustments and logistical changes as needed
• Travel and limited evening availability may be required around executive events or initiatives

Qualifications

Required:

• 5+ years of experience providing senior-level administrative support to VP, SVP, or C-suite executives
• Experience supporting executives with broad organizational scope and decision-making authority
• Proven ability to manage confidential, sensitive, and time-critical information
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication skills
• Proficiency with Microsoft Office, Outlook, Zoom, and modern collaboration and task management tools
• Ability to work on-site and maintain close alignment with executive leadership

Preferred:

• Experience in real estate, finance, lending, insurance, or a related industry
• Experience supporting executives across multiple business units or entities
• Familiarity with board-level meeting support and executive governance processes
• Experience coordinating complex domestic and international travel
• Comfort leveraging meeting technology, recordings, and AI-generated transcripts to support execution

Compensation / Benefits

Pay: $85,000–$105,000 annual salary, based on experience

Health Insurance: Medical, dental, and vision coverage

Unlimited PTO: Eligible after probationary period

Sick Days: Eligible after probationary period

Office: Del Mar, CA

Location: On-site

Schedule: Monday - Friday, 9:00 am-5:30 pm

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