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Executive Support Specialist

2 months ago

California, United States Evolve Talent Partners Full time
Job Description

Evolve Talent Partners is seeking a highly skilled and experienced Executive Support Specialist to provide high-level administrative support to our Founder and co-Chief Investment Officer.

Key Responsibilities:

  • Provide exceptional administrative support to the Founder, including scheduling, calendar management, and travel coordination.
  • Act as a gatekeeper to ensure the Founder's schedule is followed and respected.
  • Utilize strong judgment in managing priorities of requests and escalating as necessary for resolution and/or prioritization.
  • Demonstrate a proactive approach to problem-solving with strong decision-making capability.
  • Work under deadlines and adapt to a fast-paced environment, remaining cool under pressure.
  • Heavy scheduling and coordinating of calendars, including meetings and appointments.
  • Organize meetings, including management of attendees, reservation of the location, confirmation of the meeting time, and preparation of materials.
  • Draft agendas and meeting minutes, as well as proofread.
  • Filing/organizing documents into the appropriate locations.
  • Arrange domestic travel and itineraries.
  • Prepare travel and expense reports.
  • Complete special project work as assigned.
  • Support other Partners as needed.
  • Manage general office needs.

Requirements:

  • Experience in executive administrative support (5+ years).
  • Excellent time-management and organizational skills and the ability to multitask and prioritize workload.
  • Initiative and responsibility, to anticipate needs and follow through.
  • Sound judgment – knowing when to escalate an issue.
  • Strong organizational/administrative skills.
  • Proficiency in Microsoft Office suite.
  • Familiarity with Zoom and other video conferencing systems.
  • Desire and ability to work in a team-oriented environment.
  • Flexibility for overtime.
  • Previous experience supporting at group head level/in the wealth management and/or trust space is a plus.