Demo

Executive Assistant

Career Group
San Francisco, CA Temporary
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/4/2025

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!


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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.

Salary : $60 - $62

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