Executive/Project Assistant

Found in: beBee jobs US - 2 weeks ago


San Francisco, California, 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
$ Bonus + Benefits
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