JOB ID: EB-1479533316
Send your resume to info@insearchsf.com with the job ID
POSITION:
Executive Assistant to a combination of Directors, Principals and Associates (4-5 Executives total)
COMPENSATION:
Base + OT + bonus, generous comprehensive benefits
KEY RESPONSIBILITIES:
Execution, Administration, and Coordination
- Serve as primary contact for the executives
- Monitor heavy and fluctuating calendar, e-mails, and flow of communication
- Plan ahead and coordinate special projects for executives as requested
- Maintain accountability and accept responsibility for daily activities reporting to executive on status of all activities, requests, and open items
Communication and Information Management
- Compose, draft, proof, edit, and finalize correspondence including e-mail and other documents
- Greet executive’s visitors and ensure their comfort
- Detail Management/Coordination
- Produces work that is thorough and meticulous; attend to all necessary details; deliver timely results in all areas including:
Planning
- Handle planning logistics for domestic and international trips using the Firm’s contracted travel agency
- Prepare expense reports in timely manner ensuring accuracy and submit in accordance with Firm policy
- Monitor executives’ calendars and anticipate where conflicts might
- Schedule and coordinate meetings and executive events
- Facilitate the successful implementation of projects initiated by executive and/or office manager
ATTRACTIVE FACTORS:
- Be part of a rapidly growing firm and team
- Strong pipeline of large funds
- Stability of firm
- Work/life balance; flexible hours
- 3 weeks of vacation to start
- Volunteer opportunities
- Breakfast and lunch provided
- FSA
- Continuing Education and Professional Development classes offered
TOP KEYS FOR CLIENT:
- Five plus years’ experience in a similar role; with high-level executives
- College degree preferred
- Financial industry knowledge highly desirable
- Excellent writing, editing, and verbal communication skills
- Advanced computer skills using Microsoft Office Suite: Word, Excel, PowerPoint and Outlook; able to quickly and accurately produce/edit Excel spreadsheets and PowerPoint presentations
- Superior time management skills; critical thinker with strong attention to detail
- Able to manage highly sensitive, confidential information with complete discretion
- Critical thinker with sound judgment
- Acts as a solution provider; think “outside the box”
- 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
- Team player capable of working in a way that reflects the firm’s core values and principles
- Ability to manage a high volume of work and prioritize tasks and projects according to what is most time sensitive with minimum supervision
- Openness to suggestions, willingness to embrace feedback and constantly look for ways to improve processes
