Executive Assistant Job at Career Group, San Francisco, CA

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  • Career Group
  • San Francisco, CA

Job Description

Our client, a global advisory-focused investment bank, is seeking a highly organized and proactive Executive Assistant to provide comprehensive support to a team of strategic advisors. This role requires someone who thrives in a fast-paced environment, can work both independently and collaboratively, and has excellent communication and multitasking skills.

**Please note this is an open ended contract role with the opportunity for a temp-to-perm conversion. Pay will be $60-62/hr, to convert to $130k+**

Key Responsibilities:

  • Act as a gatekeeper for professionals, managing communications and building strong relationships with clients, investors, and internal teams.
  • Coordinate complex calendars, schedule appointments, and confirm meetings with investors and clients.
  • Arrange and set up conference rooms, including technology and refreshments for meetings.
  • Greet and register guests, collaborating with reception as needed.
  • Manage multiple phone lines, field calls, and communicate with clients on behalf of professionals.
  • Attend team calls, review agendas in advance, and take detailed meeting notes.
  • Draft, send, and respond to emails on behalf of executives; prepare additional correspondence as needed.
  • Coordinate domestic and international travel, including flights, accommodations, transportation, and visas.
  • Prepare and process expense reports, invoices, and reimbursements.
  • Handle confidential documents with discretion.
  • Maintain and update databases, including Outlook, CRM (Deal Cloud), and mailing lists.
  • Manage mail merges and working group lists.
  • Track fundraising schedules and maintain deal calendars.
  • Assist in the preparation of deal books and road shows, ensuring accurate budgeting and logistics.
  • Plan and coordinate events and road shows, including venue selection, vendor negotiations, invitation management, and promotional materials, in collaboration with the events team.

Qualifications:

  • Highly motivated, detail-oriented, and able to work independently in a team environment.
  • Strong proficiency in Microsoft Office (especially Outlook).
  • Excellent written and verbal communication skills.
  • Ability to multitask, prioritize, and adapt to changing demands.
  • Proactive mindset with the ability to anticipate needs and problem-solve effectively.
  • Experience with Deal Cloud and Workday is preferred but not required

Please submit your resume for consideration!

You can use to collect and manage your references for free and share them with us or anyone else you choose.

We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

Job Tags

Permanent employment, Contract work, Temporary work,

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