Executive Assistant Office Manager

3 weeks ago

Walnut Creek, United States Dali & Associates Recruiting Full time

Our client, SBJ Capital (SBJ) is a private investment firm that focuses on equity investments in business services and healthcare services companies. SBJ provides thoughtful strategic advice, domain expertise and a partnership-oriented approach to support the goals of entrepreneurs, owners and management teams. SBJ was founded by an experienced team of professionals who have invested into more than 50 companies and have an extensive track record of creating value SBJ is currently managing Fund I (which is an SBIC fund) and associated co-investments, and is actively investing from Fund II (traditional fund structure). SBJ is currently registered with the SEC as an RIA.


At SBJ, we believe in giving people the tools to succeed, and the opportunity to reach their full potential. Our firm is marked by the core principles of integrity, investing in people, intellectual curiosity, and balancing art with science. These principles guide our collaborative, yet empowered culture. We celebrate our wins as a team and enjoy a fun and tangible portfolio of businesses (i.e., glamping, food, wine production, fitness, etc.).


Role Overview

We are looking for a full-time Executive Assistant/Office Manager to support our growing firm. The EA/OM is responsible for providing day-to-day operations and administrative support to all team members. The ideal candidate will be a well-rounded, detail-oriented individual with strong interpersonal skills. We seek an individual who brings a positive attitude and ability to work independently and collaboratively. The ideal candidate will be both proactive and resourceful. They must be confident in project management and interacting with executives. This role will also assist with certain larger projects as needed, such as our annual investor meeting. This position will report to the Operations Manager.


Responsibilities

Office Management & Executive Assistant duties will include but are not limited to:

  • Identify and manage the day-to-day needs of the office including office suppliers.
  • Plan office events and offsite meetings.
  • Schedule and coordinate conference calls and meetings, travel, and office calendar
  • Assist with marketing activities and materials such as website, brochure, social media presence and firm announcements.
  • CRM data management and entry.
  • Support recruiting efforts and onboard new employees.
  • Other administrative duties and ad hoc projects
  • Vendor Management and Finance
  • Assist with planning of Annual Investor Conference.
  • Work with IT vendor to provide technical support for office equipment and systems.
  • Work with CFO on compliance and cybersecurity.
  • Work with the Operations Manager to plan, manage, and execute various projects related to marketing, IT, events, relocation, and new hires.
  • Support Controller on accounting projects including organizing credit card statements, maintaining investor library and other finance ad hoc projects as needed.


Qualifications

  • Bachelor’s degree preferred, but not required.
  • Prior work experience in a professional office environment as an EA/OM
  • Private equity industry preferred but not required.
  • Excellent written and verbal communication skills.
  • Strong Microsoft Excel, Word, and PowerPoint skills.
  • Strong attention to detail and the ability to take initiative.
  • Exceptional organizational, problem solving, and time management skills.
  • Highly professional with demonstrated ability to prioritize, multi-task and work independently.


Do not contact company directly. Recruiters do not contact company (Dali & Associates has an exclusive on their search)

$70-90k depending on experience (candidates must have PE industry experience and 5+ years of EA experience for the higher range), plus benefits and bonus potential.

  • Executive Assistant and Office Manager

    7 days ago

    Walnut Creek, United States Regency Centers Full time

    About this Opportunity: At Regency Centers, we believe our greatest asset is our people, and we believe a talented team from differing backgrounds and experiences makes us better. We are seeking an Executive Assistant/Office Manager to join our regional office located in Walnut Creek, California. The Executive Assistant/Office Manager will provide a variety...

  • Executive Assistant

    1 month ago

    Walnut Creek, United States Save Mount Diablo Full time

    **Summary** Founded in 1971, Save Mount Diablo (SMD), a 501(c)(3) tax exempt, California non-profit corporation, is a nationally accredited land trust. SMD acquires and preserves land on and around Mount Diablo, including the mountain’s sustaining Diablo Range. Reporting directly to the Executive Director, the Executive Assistant provides executive...

  • Office Assistant

    6 days ago

    Walnut Creek, United States Volvo Cars Walnut Creek Full time

    Job DescriptionJob DescriptionGrow your career with a fast growing and stable company.  Join a team that values you and wants you to succeed.  Enjoy your workday alongside others with high ethics.  We have a proven record of training and promoting.  We’re a family operated business with a culture based on respect, listening, fairness, strong values,...

  • Office Assistant

    1 week ago

    Walnut Creek, United States Volvo Cars Walnut Creek Full time

    Grow your career with a fast growing and stable company.  Join a team that values you and wants you to succeed.  Enjoy your workday alongside others with high ethics.  We have a proven record of training and promoting.  We’re a family operated business with a culture based on respect, listening, fairness, strong values, and accountability.  If you...

  • Executive Assistant

    2 weeks ago

    Walnut Creek, United States CrossCountry Mortgage, Inc. Full time

    The Executive Assistant will provide support including calendar management, successful coordination of business meetings and staying in contact with all new clients. This position will exercise independent judgment in the resolution of administrative Executive Assistant, Executive, Assistant, Technology

  • Executive Assistant Iii Executive

    2 weeks ago

    Walnut Creek, United States Kaiser Permanente Full time

    **Job Summary**: In addition to the responsibilities listed below, this position is also responsible for beginning to coordinate department workflow; providing standard and nonstandard administrative support to senior leadership; coordinating intricate executive calendars and travel arrangements; notifying executive of issues that require immediate...

  • Assistant Account Executive

    2 months ago

    Walnut Creek, United States Keadjian Full time

    Assistant Account ExecutiveKeadjian Associates, a leading strategic communications and management consulting firm in the San Francisco Bay Area, is seeking a full-time assistant account executive to begin work immediately. The ideal candidate will have a minimum of one year of experience in public relations, public affairs or community event...

  • Assistant Account Executive

    1 month ago

    Walnut Creek, United States Keadjian Full time

    Assistant Account ExecutiveKeadjian Associates, a leading strategic communications and management consulting firm in the San Francisco Bay Area, is seeking a full-time assistant account executive to begin work immediately. The ideal candidate will have a minimum of one year of experience in public relations, public affairs or community event...

  • Office & Accounting Assistant

    6 days ago

    Walnut Creek, United States Walnut Creek Hardware Full time

    Job DescriptionJob DescriptionSalary: $22 - $25 Hourly DOEAbout Downtown Walnut Creek Ace HardwareDowntown Walnut Creek Ace Hardware opened doors in 2008. Since then, we have quickly positioned ourselves to be the "go-to" hardware store in the area. We strive to be helpful, unique, and try our best to meet the changing needs of our community.Job TitleOffice...

  • Mortgage Account Executive

    7 days ago

    Walnut Creek, United States Client Direct Mortgage Full time

    Client Direct Mortgage is a nationwide direct lender, and innovative mortgage company focused on providing borrowers with competitive rates, fast closings, and excellent customer service while bringing a new strategy and commission structure to Consumer Direct Lending. In 2022 we onboarded 95+ Loan Officers of all experience levels looking to become "Future...

  • Mortgage Account Executive

    6 days ago

    Walnut Creek, United States Client Direct Mortgage Full time

    Job DescriptionJob DescriptionClient Direct Mortgage is a nationwide direct lender, and innovative mortgage company focused on providing borrowers with competitive rates, fast closings, and excellent customer service while bringing a new strategy and commission structure to Consumer Direct Lending. In 2022 we onboarded 95+ Loan Officers of all experience...

  • Mortgage Account Executive

    3 days ago

    Walnut Creek, United States Client Direct Mortgage Full time

    Client Direct Mortgage is a nationwide direct lender, and innovative mortgage company focused on providing borrowers with competitive rates, fast closings, and excellent customer service while bringing a new strategy and commission structure to Consumer Direct Lending. In 2022 we onboarded 95+ Loan Officers of all experience levels looking to become "Future...

  • Mortgage Account Executive

    15 hours ago

    Walnut Creek, United States Client Direct Mortgage Full time

    Job DescriptionJob DescriptionClient Direct Mortgage is a nationwide direct lender, and innovative mortgage company focused on providing borrowers with competitive rates, fast closings, and excellent customer service while bringing a new strategy and commission structure to Consumer Direct Lending. In 2022 we onboarded 95+ Loan Officers of all experience...

  • Office Administrator/Marketing Assistant

    2 weeks ago

    Walnut Creek, United States Vanguard Cleaning Systems of Northern and Southern CA Full time

    Are You The Office Administrator Vanguard Cleaning Systems Is Looking For? Are you an individual who enjoys providing high-level Marketing, Administrative Duties and Customer Service support?  Do you enjoy staying organized and helping other businesses grow their business?  Do you thrive in a small and very friendly office environment?  If so, we would...

  • Office Administrator/marketing Assistant

    2 weeks ago

    Walnut Creek, United States Vanguard Cleaning Systems of Northern and Southern CA Full time

    **Are You The Office Administrator Vanguard Cleaning Systems Is Looking For?** Are you an individual who enjoys providing high-level Marketing, Administrative Duties and Customer Service support? Do you enjoy staying organized and helping other businesses grow their business? Do you thrive in a small and very friendly office environment? If so, we would...

  • Business Office Manager- Home Health

    7 days ago

    Walnut Creek, United States Bridge Home Health and Hospice Full time

    Overview: Are you looking for a place where you can make a genuine difference in our patients lives? With over 25 locations and growing, Our culture of love for our patients and employees is the top priority. Our commitment to our Core Values allows us to be the provider and employer of choice. We embrace a diverse workforce and understand that our employees...

  • Account Executive Vegetation Management Sales

    6 days ago

    Walnut Creek, United States Celerity Consulting Group, LLC Full time

    Job DescriptionJob Description**Position: Account Executive****Location: Remote (Anywhere in the U.S.) - Travel may be Required**Clear Path Utility Solutions, LLC. has an opening for an Account Executive (Vegetation Management Sales). This position is ideal for an experienced sales executive with a hunter mentality and the ability to hit the ground...

  • Account Executive Vegetation Management Sales

    14 hours ago

    Walnut Creek, United States Celerity Consulting Group, LLC Full time

    Job DescriptionJob Description**Position: Account Executive****Location: Remote (Anywhere in the U.S.) - Travel may be Required**Clear Path Utility Solutions, LLC. has an opening for an Account Executive (Vegetation Management Sales). This position is ideal for an experienced sales executive with a hunter mentality and the ability to hit the ground...

  • Office Manager

    3 weeks ago

    Walnut Creek, United States Bravo Building Co., Inc. Full time

    Job DescriptionJob DescriptionJob Purpose:Maintain day to day Construction Company Office and accounting functions including all bookkeeping and payroll, communicate with customers and vendors, manage year end financials, oversee basic human resources and participate in assisting Project Manager, Estimator on Various Construction project administration...

  • District Manager

    6 days ago

    Battle Creek, United States District Manager Full time

    Description Using your past leadership experience, you will: Grow a portfolio of successful businesses: Develop district-level strategies to achieve each restaurant's financial, operational and customer-service goals, while addressing each unit's unique strengths and challenges. Develop and execute store level plans that build sales, increase profits and...