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Executive Assistant to Global Client Solutions

JOB ID: EB-1465607034

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POSITION:

Executive Assistant – Global Client Solutions (KCS)

HOURS:

Hours: 8:30am-5:00pm + OT as needed

ATTRACTIVE FACTORS:

  • Be a part of an exciting, team-oriented environment in a beautiful office
  • Work alongside very bright, enthusiastic people who are passionate about what they do
  • Opportunity to interface/interact with high-profile and interesting clients
  • Work/life balance
  • Full kitchen: breakfast, lunch and dinner
  • Gym/wellness reimbursement ($750 annually)
  • Commuter benefits ($475 monthly)
  • Executive Assistant outings
  • Company outings (Giants Games, Happy Hours, Holiday parties)
  • Large EA team (20+ admins in SF)
  • Continuing Education and Professional Development: Participate in appropriate continuing education or professional development classes to enhance job performance and gain or improve skills required for the position

KEY RESPONSIBILITIES:

Communication and Information Management

•         Monitor heavy and fluctuating calendar, high volume of calls, e-mails, and flow of communication.

•         Compose, draft, proof, edit, and finalize correspondence including e-mail and other documents.

•         Screen all calls for executive and handle all inquiries within capacity.

•         Track Executives’ meetings, as well as necessary follow up in the proprietary investor database/CRM.

•         Review incoming mail and/or email, prioritize and summarize content, and process replies on own initiative or from executive’s notes and directives.

•         Plan and coordinate monthly and weekly team meetings as requested.

•         Familiarity with our policies as outlined in the handbook and on-line, including but not limited to, travel, personal stock, IT, and record retention.

•         Execute and manage both recurring and ad hoc projects such as database management, research requests and maintenance of information packages.

 

Planning

•         Handle planning logistics for complex domestic and international trips using the Firm’s contracted travel agency; provide detailed itineraries, agendas, directions, and backup materials.

•         Prepare expense reports in timely manner ensuring accuracy and submit in accordance with Firm policy.

•         Monitor executive’s calendars and anticipate where problems might arise regarding calendar, meeting preparation, needs of executives involved, requests for meetings and telephone calls; communicate potential and/orconfirmed changes to involved parties immediately.

•         Schedule and coordinate complex meetings and executive events requiring detailed logistics handling and problem solving, inform attendees of dates and time, reserve meeting space, ensure the appropriate equipment/materials are available, coordinate hospitality services as needed; assist with various off-site meetings as requested in an upbeat and professional manner.

 

Collaboration and Teamwork

•      Liaise with portfolio organizations, investors, guests, and all personnel in professional and courteous manner adhering to our culture and values statements.

•      Act in discreet and professional manner with others; sensitivity to the confidential nature of the  Firm’s business and consistently uphold such confidences and use this information only in the course of performing your job.

•      Act as a team player, including taking on additional tasks to support colleagues and the Firm and offering to help before being asked; give credit where credit is due.

•      Contribute your talents and efforts to a productive, pleasant, and safe working environment.

•      Assist and provide phone coverage for additional executives when necessary.

•      Assist guests with general office support and reservations (travel, dinner, and local transportation, etc).

TOP KEYS FOR CLIENT:

•      A minimum of three years’ experience; college degree

•      Ability to manage highly sensitive, confidential information with complete discretion.

•      Demonstrates good judgement; skilled at developing and maintaining relationships.

•      Ability to manage a high volume of work, prioritize tasks and projects according to what is most time- Strong attention to detail.

•      Sense of urgency; ability to work in a fast-paced, dynamic environment and flexible attitude when responding to changes.

•      Self-motivated; proactively identify areas for improvement to better streamline team workflow; can think “outside of the box.”

•      Excellent verbal and written communication skills; presents ideas clearly and communicates openly and effectively with team; facilitate multi-directional information flow.

•      Team player who can work collaboratively or make decisions quickly and independently as needed.

•      Ability to perform general office duties including opening mail, printing, collating materials, photocopying, faxing, and mailing materials.

•      Capable of working in a way that reflects the Firm’s core values and principles.

•      Technically proficient; Advanced computer skills using Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook; able to quickly and accurately produce/edit spreadsheets and presentations.