Executive/Personal Assistant to the CEO

Location: Newport Beach, CA
Department: Operations
Employment Type: Full-Time
Salary: Commensurate with experience

About the Company

BluePoint Mortgage is a leading wholesale lender committed to empowering independent mortgage brokers with exceptional service, innovative loan products, and a seamless lending experience. Our success starts with our people. We’ve been recognized as a Top Lender by Scotsman Guide and proudly named an OC Register Top Workplace multiple years in a row, including 2025. If you’re looking to join a growing company that values collaboration, integrity, and long-term career growth, BluePoint Mortgage is the place to build your future.

Job Description

We are seeking a highly organized and efficient Executive/Personal Assistant to the CEO to provide administrative support and help optimize the executive’s time. The ideal candidate will be proactive, detail-oriented, and able to manage multiple tasks simultaneously. Experience with accounting or bookkeeping is strongly preferred, as this role involves assisting with both business and personal financial tasks.

Responsibilities:

• Manage and maintain the CEO’s personal and professional calendar, scheduling meetings and appointments.
• Prepare, review, and edit correspondence, presentations, and reports.
• Coordinate travel arrangements and accommodations.
• Act as a liaison between the CEO and internal departments.
• Assist with special projects as directed.
• Handle the CEO’s personal and family errands, commitments, and appointments.
• Maintain personal financial records in QuickBooks and reconcile accounts.
• Prepare monthly personal financial statements.
• Prepare and track checks and payments from various accounts, both personal and organizational.
• Manage and maintain payments for specific projects and initiatives.
• Oversee and organize expense reporting and basic accounting functions.
• Coordinate transportation and attend medical appointments as needed.
• Handle miscellaneous personal errands and tasks.

Qualifications:

• Proven experience as an Executive or Personal Assistant, preferably supporting senior executives.
• Strong background in accounting, bookkeeping, or financial recordkeeping (QuickBooks experience required).
• Familiarity with Microsoft Office programs, including Outlook and Excel.
• Excellent written and verbal communication skills.
• Ability to multitask and prioritize tasks effectively.
• High level of discretion and confidentiality is essential.
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• Benefits:
  • Competitive salary and bonus structure.
  • Health, dental, and vision insurance.
  • 401(k) with company match.
  • Professional development opportunities.
  • An inclusive and collaborative work environment.