Executive/Project Assistant
📋 Role Overview & Responsibilities
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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This position is located in San Francisco, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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