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Executive Assistant to Investment Team

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JOB ID:EB-4926531776

Send your resume to info@insearchsf.com with the job ID

 

Attractive Factors:

  • Fun/collaborative team
  • Exposure to their many high-profile clients
  • Fantastic benefits package (M/D/V covered 100%, 401k matching, wellness stipend, personal education allowance and commuter benefits program)
  • Hybrid – three days in office (Tuesday – Thursday)

Principal Responsibilities:

  • Own and proactively manage a complex, changing, high-volume calendar across multiple time-zones
  • Be a knowledge conduit and ensure information moves fluidly across the organization in a timely manner
  • Take care to build rapport across the Investment Team and work collaboratively with other colleagues across the firm
  • Seamlessly coordinate extensive domestic and international travel
  • Ensure seamless flow of the Investor’s day to day activities
  • Proactively and strategically coordinate internal and external meetings
  • Support with the implementation of systems to elevate efficiency and effectiveness of administrative processes
  • Provide additional administrative support as needed
  • Manage and process monthly expense reports
  • Timely responsiveness outside of “regular” business hours

Qualifications:

  • 3+ years in an executive support role, with experience in managing complex calendars, travel, and day to day administrative operations
  • Experience with multi-support role preferred
  • 1+ years of experience working in a Finance Services and/or Consulting environments preferred, but not required
  • Desire to learn and work in an entrepreneurial, high pressure, ever-changing environment
  • Highly motivated, self-driven, solution and detail-oriented
  • Thorough attention to detail and superior communication skills
  • Strong time management skills: ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
  • Ability to think independently and provide creative solutions
  • Strong emotional intelligence and ability to diplomatically navigate complex situations
  • Positive attitude – no task too big or too small
  • Experience with Microsoft Office, experience with Salesforce ideal

Executive Assistant to Partner

By

Job ID:EB-6399945246
Send your resume to info@insearchsf.com with the job ID

Atractive Factors:
· Fun/collaborative team
· Focus on writing and communications
· Exposure to their many high-profile clients
· Fantastic benefits package (M/D/V covered 100%, 401k matching, wellness stipend, personal education allowance and commuter benefits program)
· Hybrid – three days in office (Tuesday – Thursday)

Principal Responsibilities:
· Own and proactively manage complex, high-volume email inbox, including responding as executive
· Proactively coordinate executive’s communication, working alongside investment team members,
utilizing marketing schedule and planned outreach
· Manage data entry, tracking and coordination for a variety of initiatives, including contact
management in both Outlook and Salesforce, logging of prospect and portfolio interactions,
tracking action items
· Logistical organization for mass outreach efforts, including marketing sends, holiday gift/card
campaigns, etc.
· Management of dynamic calendar and travel as needed/backup
· Create and implement systems to elevate efficiency and effectiveness of administrative processes
· Assist with planning and executing internal and external events of varying scales and themes
· Timely responsiveness outside of “regular” business hours

Qualifications:
· 5+ years of experience in an executive support role
· Experience with inbox management required
· Experience with multi-support role preferred
· 1+ years of experience working in Private Equity, Investment Banking and/or Consulting
environments strongly preferred but not required
· Desire to learn and work as a team player in an entrepreneurial, high-pressure, dynamic
environment
· Superior communication skills, unquestioned integrity, and the experience, confidence, and
presence to work with all levels of the firm including external counterparts
· Highly motivated, self-driven, solution and detail-oriented
· Positive attitude, no task too big or too small
· Bright, upbeat culture creator
· Strong time management skills: ability to handle multiple concurrent assignments with a strong
degree of accuracy and meet deadlines in a high-pressure environment
· Ability to think independently and provide creative solutions
· Strong emotional intelligence and ability to diplomatically navigate complex situations
· Expert experience with Microsoft Office required, experience with Salesforce and Monday.com
ideal but not required