Take Your Career to the Top!

By October 30, 2019

We are recruiting for a dynamic Executive Assistant for a top executive at a prestigious financial services firm in San Francisco. High exposure to leading Executives in the industry, along with the opportunity to be a creative problem-solver and grow within the organization. This is a unique role, with the ability to work hand-in-hand supporting and collaborating with an innovative Executive in a fast-paced and high energy environment.  

The Executive Assistant will support the administrative and project needs of the Executive Partner, which also includes investor relations and other executive engagement activities.


  • Provide extraordinary service commensurate with the firm’s reputation.
  • Oversee full compliance with all applicable regulatory requirements. Exercise full discretion in working with confidential information.
  • Establish and maintains strong working relationships with colleagues, along with the firm’s senior leadership and management teams through verbal, written, and electronic correspondence as a representative of the executive and department.
  • Manage administrative needs, including inbox and calendar oversight, expense and invoice submissions, and travel arrangements.
  • Support event management activities, including researching venues, organizing catering, managing invite lists, and providing materials, along with other related items.
  • Create meeting materials as needed, including agendas, presentation decks, etc.
  • Provide administrative assistance on key objectives/initiatives/projects: conduct research, tracks tasks, orders supplies, schedules meetings, etc.


  • 3+ years Executive Assistant experience
  • Bachelor’s Degree required
  • Ability to execute discretion with confidential information
  • Excellent oral, written and visual communication skills
  • Strong Microsoft Outlook, Word, Excel and PowerPoint skills
  • Confident interacting with executives
  • Detail-oriented and organized
  • Team player
  • Provides extraordinary service
  • Furthers the firm’s culture and values