Executive Assistant (San Francisco, CA)

Responsibilities

• Create, maintain, and edit documents, spreadsheets, files, presentations, market data, and CRM systems
• Calendar management and coordination of meetings/events/conferences, including complex travel arrangements
• Preparation and tracking of expense reports and reimbursements for individuals and vendors
• Prioritize daily work, track progress of projects, deadlines, and follow-ups, answer phones, and take messages
• Facilitate visits from vendors, clients, and firm personnel, including room presentation, catering, and AV equipment setup
• Aid with ad hoc responsibilities such as marketing materials, IT support, mailings/deliveries, and facility/building requests
• Support recruitment and onboarding initiatives, including interview scheduling, gathering feedback, reference checks, and pre-hire/new-hire requests
• Maintain an ongoing Reception Desk presence as needed
• Coordinate office projects and upkeep of the corporate office space, including managing and ordering supplies

Qualifications

• Bachelor’s Degree required
• Experience as an Executive Assistant in a corporate environment, ideally within financial services industry
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Self-starter looking to make an impact on a team
• Strong accuracy and thoroughness in all facets of daily work and superb organizational skills, able to multi-task
• Able to meet designated deadlines and work effectively in a pressurized environment
• Able to handle regular activities without prompting
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), Zoom, and expense tracking