Executive Assistant

3 weeks ago


San Francisco Bay Area, United States Addison Group Full time

Title – Executive Assistant to the General Partners

Hours: Onsite - some flex down the line

Location: San Francisco, CA

Salary: $100K-150K

Perks: My client has an impressive employee benefits package and provides a strong 401k match and a great facility. They also provide an incredible culture, room for internal growth, and the opportunity to drive business growth with leaders.


Qualifications

  • 5+ years experience as an EA
  • Bachelor's degree required
  • Proficiency in Microsoft Office suite
  • Experience working in Financial services


Responsibilities

  • Executive administrative support, including:
  • Manage calendar and schedule.
  • Maintain contacts in Outlook.
  • Expense reports.
  • Business and personal travel.
  • Log and file all investor transactions.
  • Update and maintain investor contact information.
  • Assist with investor distributions (e.g., K-1s).
  • Respond to client requests on a day-to-day basis including delivery of investor documents, investor document distribution changes, and user assistance with access to investor portal.
  • Track and archive all client presentations consistent with compliance-approved process.
  • Prepare and process all transaction documents, including governing documents, subscription and withdrawal materials, transfers and re-registrations, wire instruction and contact change requests.
  • Assist with monthly, quarterly, and annual SEC submissions.


Why choose Addison Group?

  • Pay: We negotiate high salaries using US Bureau of Labor Statistics
  • Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
  • Permanent Employment: Many of Addison’s Administrative job openings lead to potential permanent employment
  • Connections: You connect directly with hiring managers from renowned organizations
  • Options: You are presented multiple employment options near your home
  • Professional Development: You are provided hiring process advice, resume revision, and employment term negotiation


  • Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities upon request.


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