Executive/Personal Assistant - Investment Firm Job at Career Group, San Francisco, CA

  • Career Group
  • San Francisco, CA

Job Description

Job Description

Job Description

Executive / Personal Assistant - Prestigious Investment Firm, SF Office

 

$120k-140k

 

We are seeking a dedicated, sharp, experienced, and professional Executive Assistant to support a Managing Director on our investment team in San Francisco. We are interested in seeing candidates who have supported UHNWI out of a family office or business entity. This position will handle core Executive Assistant administrative and support duties as well as a wide array of other responsibilities including data management and special projects. Responsiveness, effective multitasking, a strong work ethic confidentiality, and sound judgment are imperative to success. The Executive Assistant will also collaborate closely with other members of the Investment Team and other colleagues.

 

 

Principal Responsibilities:

  • Provide holistic administrative support for the Managing Director and team members.
  • Own and manage complex high-volume calendaring across multiple time zones.
  • Ensure seamless flow of the Managing Director’s daily activities.
  • Anticipate needs and proactively solve problems.
  • Act as a gatekeeper and time management partner to ensure effective prioritization, including managing communication and requests and helping to align priorities.
  • Act as a trusted partner and sounding board.
  • Be highly dependable and consistently reachable, with the ability to respond promptly to time- sensitive matters outside of “regular” business hours.
  • Coordinate internal and external meetings, including compiling and distributing meeting materials.
  • Arrange extensive domestic and international travel.
  • Document and refine operational processes to increase efficiency across the Investment team.
  • Manage and process monthly expense reports.
  • Collaborate closely with other executive assistants and operations partners to ensure firm-wide alignment and coverage.

 

 

Qualifications:

  • 5+ years in an executive support role, with significant experience in managing complex calendars, travel, and daily administrative operations.
  • Experience supporting a Managing Director-level principal and team preferred.
  • 3+ years of experience working in a Finance Services environment strongly preferred.
  • Desire to learn and work in an entrepreneurial, high pressure, ever-changing environment.
  • Highly motivated, self-driven, solution and detail oriented.
  • Thorough attention to detail and superior communication skills.
  • Strong time management skills: ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment.
  • Ability to think independently and provide creative solutions.
  • Strong emotional intelligence and ability to diplomatically navigate complex situations.
  • Positive attitude -- no task is too big or too small.
  • Experience with Microsoft Office; experience with Salesforce ideal.

 

 

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