Executive Assistant - Burlingame, CA

Essential Duties & Responsibilities

• Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams
• Arrange domestic and international travel itineraries and agendas
• Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
• Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts
• Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast
• Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up
• Maintain discretion in dealing with confidential information and sensitive materials
• Own coordination of internal and external meetings, dinners, and events, both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities
• Able to perform diplomatically while managing competing priorities and varying banker expectations
• Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues
• Absorb and assist with the on-boarding of new banking team members
• Develop excellent relationships with the external clients and internal partners throughout the company
• Assume other related responsibilities as required or requested

Qualifications

• Bachelor's degree in Business Administration, Communications, or a related field
• Minimum of 2 years of relevant experience in executive assistant or administrative support roles
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite and other relevant software
• Experience with CRM systems
• Ability to handle confidential information with discretion
• Proven ability to manage multiple priorities and deadlines

Skills

• Exceptional organizational and prioritization skills
• Strong interpersonal and communication skills
• Proficient in Microsoft Office Suite and other relevant software
• Experience with CRM systems
• Ability to maintain confidentiality and discretion
• Ability to manage multiple priorities and deadlines

Benefits

• Competitive annual bonus structure in addition to salary
• Work life balance with generous PTO and 10 Federal Holidays
• Hybrid work schedule options are available after 6 months of employment
• Monthly Early Friday departure opportunity throughout the year
• Opportunities for training & professional development, on-demand, throughout the year
• Collaborative and supportive team environment where your contributions are recognized and rewarded

Pay

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $75,000 - $90,000 per year. Placement within this range is dependent upon level of experience.

Schedule

This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.