This is a full-time in-office position

WHO WE ARE

Ocean 6 is a place where bold new ideas change the world of finance. We empower successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.

Our firm is guided by our brand foundation:

- Our Why: The value we provide makes a profound difference in people's lives, and helps our clients reach their goals.
- Vision: Our bold new ideas will change the world of finance.
- Who We Serve: Successful Incorporated Professionals & Business Owners.

To join our close-knit, entrepreneurial team, attitude is everything. Tasks can be taught, but being positive, driven, and eager to dive into new experiences cannot.

THE ROLE

This role supports all three Ocean 6 partners. You'll manage calendars, travel, and expenses across three distinct working styles, and help run day-to-day office operations.

This is a high-trust, high-access role: you'll be inside confidential client files, personal schedules, and executive decision-making on a daily basis.

RESPONSIBILITIES

Professional Support

- Manage calendars across all three partners
- Handle travel arrangements (flights, hotels, itineraries)
- Compile and reconcile monthly business expenses and receipts
- Maintain and organize confidential client records in our CRM




- Anticipate professional needs based on each partner's habits and preferences

Office

- Deliver white-glove service to clients, partners, team members, and visitors
- Receive and screen calls, greet visitors, prepare meeting rooms, handle shipping
- Order supplies and manage vendor relationships
- Plan and execute team events and celebrations (anniversaries, birthdays, retreats)
- Other responsibilities as required by Ocean 6

QUALIFICATIONS

- 2+ years supporting an executive or senior leader directly (EA/PA experience required, not general office admin)
- Demonstrated discretion handling confidential or sensitive information
- Solid verbal and written communication
- Exceptional organizational skills and attention to detail
- Comfortable managing competing priorities from multiple stakeholders without explicit direction

COMPENSATION & BENEFITS

- $60,000 - $75,000 (potential to participate in profit-sharing program in future)
- Dental care & Extended health care
- On-site gym
- On-site parking

If this job is a fit for you: email your application to with the subject line "A New World of Wealth: Executive Assistant." In the body, tell us in three sentences why you think you are a great fit for this role.

Following these instructions is the first thing we're looking for.

📌 Executive Assistant - Ocean 6 Wealth Advisory (Surrey)
🏢 Ocean 6 Wealth Advisory
📍 Surrey