Director of Executive Operations

Job Title: Director of Executive Operations 
Location: Brea, CA 

Join a legacy of excellence. 
For over 50 years, InvestLinc Classic, Inc. has provided trusted financial consulting, trust management, insurance services, and strategic planning. We offer a stable, professional environment and are seeking a high-performing Director of Executive Operations to support our CFO and Owner. 

About the Role
This role goes beyond administrative support—it's an opportunity to grow in the finance industry by directly impacting firm operations and strategy.

Key Responsibilities: 
  • Manage executive tasks & daily operations 
  • Coordinate onboarding (trusts, insurance, corporate)
  • Ensure compliance with corporate regulations
  • Handle invoicing & collection follow-ups
  • Maintain task systems for accountability
  • Support trust operations & strategic planning 

Who You Are:
  • Highly organized & detail-oriented
  • Personable, professional, and career-driven
  • Comfortable in high-pressure, deadline-driven settings
  • Willing to work extended hours when needed
  • Committed to long-term growth 

What We Offer:
  • Executive mentorship
  • Supportive, performance-focused culture 
  • Clear career growth path 
  • Compensation: $70K–$100K + benefits (to be discussed during interview) 
  • Full benefits: medical, dental, vision, life, long-term care, Simple IRA