When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
We’re hiring for a role that sits at the intersection of high-touch executive support and polished office leadership. This position plays a critical role in shaping the experience of our high-end office environment and serves as a culture ambassador across our local teams. It blends behind-the-scenes precision with front-of-house warmth—supporting senior leaders, orchestrating events, and ensuring every guest, whether a business partner or prospect firm or an individual financial services client, feels well cared for. The ideal candidate is always attuned to the people and details that shape a great experience for both internal teams and visiting clients. This is an in-office leadership role with the ability to work remotely on a recurring basis when team coverage allows. The office itself is a thoughtfully decorated, modern space with a strong sense of community and a dynamic, fun culture.
Essential Duties and Responsibilities:
Executive Support & Event Coordination (70%)
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Provide high-level administrative support to national executives:
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Serves as the primary support for two senior leaders, with availability for ad hoc support for eight additional national executives
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Proactively manage complex calendars and shifting priorities, understanding key business initiatives to help drive prioritization
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Coordinate travel (primarily hotel, meal reservations, ground transportation), meeting logistics, conference registrations and itineraries
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Recommend opportunities to provide additional support to drive executive efficiency based on your observations
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Support planning and execution of local onsite and national offsite events:
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With our Event Manager, coordinate logistics for prospect firm visits, executive offsites, and executive visits to branch offices nationwide.
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Book venues, manage catering, transportation, agendas, and onsite details
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Anticipate needs and serve as a go-to resource for smooth, proactive support
Office Oversight & Team Leadership (30%)
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Provide leadership and guidance to the Office Coordinator and Barista
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Set priorities, help troubleshoot, and ensure consistent delivery of office services
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While your team handles all day-to-day office needs, this role will serve as the decision-making point of contact for vendors, building management, and service providers
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Make strategic recommendations to executive team around space planning, visitor experience, and office enhancements
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Coordinate onboarding logistics for new hires with internal teams to ensure readiness
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Lead documentation of key processes and support adoption of office technology tools
Qualifications, Skills and Requirements:
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5+ years of executive support
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2+ years of office management experience
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Team leadership experience preferred
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Strong organizational instincts with a proactive, detail-oriented mindset
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Excellent communication skills and a polished, professional demeanor
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High level of discretion and comfort handling sensitive information
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Proven ability to manage up, set boundaries, and hold others accountable—with warmth and clarity
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High confidence with Microsoft Office Suite and ability to quickly learn new tools and systems
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Quick to learn and adapt to new systems, tools, and technologies
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Ability to prioritize in a fast-paced environment and adjust to shifting demands
Education, Training and Experience:
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Bachelor’s degree or equivalent professional experience required
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Formal training or demonstrated proficiency in administrative systems, office technologies, or workplace operations preferred
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
Top Skills
What We Do
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
