Executive-Family Office Assistant

Kerrigan Advisors Seeks Executive Assistant in Orange County, CA Office

Position Title:

Executive Assistant

Location:

Orange County, California (On-Site)

Company:
Kerrigan Advisors

Kerrigan Advisors is a leading investment banking firm serving the $3 trillion automotive retail sector. Our firm is the most active sell-side advisor on larger transactions in the auto retail industry, having brokered the sale of 320 dealerships generating more than $10 billion in financial proceeds for our clients. In addition to its sell-side advisory work, the firm offers strategic consulting services to the industry’s largest dealership groups, including growth planning, capital raising and valuation analysis.

Having represented on the sale of several Top 150 largest dealerships groups across the nation and worked with auto retail’s major consolidators, Kerrigan Advisors is uniquely positioned as an industry thought leader. The firm’s leaders and research reports are often cited in major news outlets, including The Wall Street Journal, Forbes, The Economist, CNBC, and Automotive News and regularly asked to speak at major industry events.

Based in Orange County, California, our firm also supports the operations of a single-family office, offering a unique opportunity to work in a dynamic, high-integrity environment at the intersection of finance, strategy, and thought leadership.

Kerrigan Advisors is seeking a proactive and detail-oriented Executive Assistant to provide high-level administrative and strategic support to our Managing Director and Principal. This role is ideal for a professional who thrives in a fast-paced environment, is highly organized, and demonstrates excellent decision-making, communication and research skills. The successful candidate will manage email correspondence and related task delegation, contribute to industry research and content development, assist with promotion of key executives in the media, assist with management of real estate and automotive portfolio, handle calendar management and coordination, and plan business and personal travel.

• Email Management
  :
  Serve as a strategic gatekeeper and facilitator by managing email communication with discretion, insight, and prioritization; monitor and triage communications to ensure timely responses, flag critical tasks, and filtering and organizing correspondence.
• Industry Research & Thought Leadership
  :
  Support initial industry and economic research projects, preparation of thought leadership pieces, and assist with promotion of key executives in the media.
• Real Estate Portfolio Oversight
  :
  Liaise with key stakeholders to assist with real estate and automotive portfolio management.
• Calendar Management
  :
  Proactively manage the executive’s calendar, ensuring alignment with organizational priorities, key relationships, and business goals; anticipate and evaluate time commitments to maximize impact, minimize scheduling conflicts, and preserve focus time.
• Administrative Support
  :
  Perform a variety of executive administrative tasks, including travel arrangements, event planning, document preparation, filing, and office coordination.

• Bachelor’s degree required
• Minimum 3+ years of experience supporting C-level executives; finance, investment banking or professional services experience strongly preferred
• Strong organizational and project management skills with keen attention to detail
• Excellent written and verbal communication skills
• Proficient in Outlook, Microsoft Office Suite (Excel, Word, Outlook, PowerPoint), Adobe Acrobat, Salesforce and Dropbox
• Discretion, integrity, and the ability to handle sensitive and confidential information
• Self-starter with the ability to work independently, prioritize multiple tasks effectively and comfortable making decisions
• Interest or background in automotive retail or financial services a plus

Kerrigan Advisors offers a competitive compensation package, including base salary, performance-based bonus potential, and comprehensive benefits.

Interested candidates are highly encouraged to submit their resume, cover letter and a 90-second video sharing a little bit about your background, your experience as an Executive Assistant and why you are interested in Kerrigan Advisors to info at kerriganadvisors dot com.