Executive/Project Assistant

1 month ago


San Francisco, United States Career Group Full time

A prestigious and high-performance investment firm with a beautiful office in the heart of the Financial District is seeking a bright, proactive Executive Assistant to provide high-touch support to multiple top-executives. This is an exciting opportunity to join a lovely, collegiate team where you will assist them with tasks such as travel logistics, communication management, meeting coordination, expense reports, and event planning and special projects. If you are a resourceful, detail-oriented person looking for an opportunity to support a hardworking and fast-paced firm, then we’d love to hear from you


The Day to Day:

· Serve as a liaison to executives by handling all correspondence

· Manage ever-changing calendar by prioritizing meetings

· Coordinate international/domestic travel arrangements with thorough itineraries

· Handle inquiries quickly and proactively and identify process improvements to increase efficiency

· Coordinate meetings and plan and execute events

· Create documents such as reports, client presentations, and company overviews

· Prepare expense reports and maintain a record of receipts and paperwork

· Own technology-related projects for investment operations

· Manage strategic projects including summarizing investment updates, collaborating with team to integrate AI usage, and creating/suggesting efficiency practices


Qualifications:

· Must have 8+ years experience supporting C-Level Executives

· Extreme attention to detail and organization

· Bachelor’s degree preferred

· Enjoys a collaborative work place

· Previously worked within the finance industry

· Ability to excel in a hyper-paced environment

· Warm, positive, and professional demeanor with a proactive approach to all tasks

· Proactive, positive, and enthusiastic attitude for the job and company

· Flexibility to adapt to changing priorities and circumstances


$150 - 175 + Bonus + Benefits


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