Executive Assistant - Prestigious Investment Firm, SF Office jobs in United States
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Career Group · 1 week ago

Executive Assistant - Prestigious Investment Firm, SF Office

Career Group is a prestigious investment firm seeking a sharp and experienced Executive Assistant to support a Managing Director and the investment team in San Francisco. The role involves providing comprehensive administrative support, managing complex calendars, and facilitating seamless operations for the team.

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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

Qualification

Executive support experienceCalendar managementTravel coordinationFinance Services experienceMicrosoft OfficeSalesforceCommunication skillsTime managementProblem-solvingEmotional intelligenceAttention to detailPositive attitude

Required

5+ years in an executive support role, with significant experience in managing complex calendars, travel, and daily administrative operations
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

Preferred

Experience supporting a Managing Director-level principal and team preferred
3+ years of experience working in a Finance Services environment strongly preferred
Experience with Salesforce ideal

Benefits

Health insurance
Paid time off
401k participation with a company matching program

Company

Career Group

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Career Group is a staffing and recruiting company that provides full-time and temporary placement services.

Funding

Current Stage
Growth Stage

Leadership Team

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Ashley Horn
Executive Assistant to Chief Executive Officer & Chief Medical Officer
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Zelda Ordulu
Director of Recruitment & Client Partnerships
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Company data provided by crunchbase