Executive Assistant

Background

CalTRUST is a joint powers authority that was established to give California public agencies an investment tool to diversify their investment portfolio. As a local government investment pool, CalTRUST offers three fund options and currently holds over $5billion in assets for over 140 California public agencies. CalTRUST is a small-staff organization governed by a Board of Trustees.

Job Description

The Executive Assistant is responsible for providing senior level administrative support to the Chief Executive Officer and to do related work as required. In addition, this position is responsible for providing support to other CalTRUST team members. This is a full-time, non-exempt position and requires minimal travel. CalTRUST is a Sacramento-based entity but CalTRUST staff is able to work from any remote location within the State of California. The ideal candidate will possess a strong attention to detail, excellent interpersonal skills, interest in ongoing professional development, and embrace the challenge of being part of a small, high-functioning team in a remote environment.

Job Duties

• Provides necessary support to the Chief Executive Officer and Board of Trustees, which may include booking meetings, calendar management, screening calls, and other duties as assigned.
• Performs various routine clerical duties, utilizing standard office equipment, to include screening incoming calls; taking and transmitting messages; pulling information from databases; performing data entry; managing professional social media, and word processing.
• Supports monthly financial management tasks, such as compiling invoices and expense reports.
• Attends CalTRUST Board and Committee Meetings, takes thorough notes, and drafts meeting minutes.
• Provides support and assists with preparation and onsite management of CalTRUST Board Meetings and other CalTRUST events.
• Supports CalTRUST webinars.
• Posts updates to CalTRUST website.
• Performs data entry.
• Conducts research projects.
• Other duties as assigned.

Knowledge & Skills Required

• Sharp attention to detail.
• Excellent communication. Interpersonal, and active listening skills.
• Communicate effectively, verbally and in writing.
• Customer service principles.
• Basic meeting planning skills.
• Ability to identify actions and key information to capture in meeting minutes.
• Establish and maintain effective working relationships.
• Basic filing and recordkeeping principles.
• Organize and accomplish work with a high degree of independence and initiative.
• Complete work assignments under pressure to meet deadlines.
• Problems solve and prepare potential solutions.
• Ability to analyze and research complex issues.
• Proficiency in Office suite software (Word, Excel, Outlook, PowerPoint) as well as Adobe Acrobat.
• Experience in Salesforce database desired, but not required.

Minimum Qualifications

High School Diploma or G.E.D., and three years progressively responsible office, customer service or secretarial experience; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Salary & Benefits

Salary range $65,000-$75,000 annually; commensurate with experience.  CalTRUST offers a comprehensive benefits package including 80% medical coverage, full dental, and full vision coverage for the employee and his/her dependents, life insurance benefits, and participation in a defined contribution retirement program.

How To Apply

• Application deadline is August 1, 2025. Submit resume and cover letter to Laura Labanieh, Chief Executive Officer, apply@caltrust.org.  Applications must be directly submitted via email, auto-generated submissions through LinkedIn or other platforms will not be considered nor will a resume received without a cover letter.