Job Description

A leading financial services firm is seeking a highly capable Executive Assistant to join the CEO’s Office in a supporting capacity, reporting to the Primary Executive Assistant. This role is an extension of the CEO’s Office and offers high-level exposure to senior leadership, sensitive information, and executive decision-making.

***This is an in-office role located in San Francisco, CA (5 days a week).

Key Responsibilities:

Calendar, Communications & Gatekeeping

• Manage complex, ever-evolving calendars across multiple time zones, balancing internal priorities with external relationships.
• Assess, prioritize, and respond to inbound requests with tact, clarity, and sound judgment.
• Draft, review, and manage high-level correspondence on behalf of the CEO’s Office.
• Serve as a polished and professional point of contact for board members, investors, clients, and senior executives.

Advanced Travel & Logistics

• Coordinate sophisticated domestic and international travel, including multi-leg itineraries and last-minute changes.
• Anticipate logistical needs and preferences to ensure seamless, frictionless travel experiences.
• Prepare briefing materials, agendas, and contextual information in advance of meetings and travel.

Operational Excellence

• Track action items, follow up on deliverables, and ensure commitments are met.
• Support preparation for board meetings, investor meetings, and key executive presentations.
• Continuously refine systems, processes, and workflows to improve efficiency, clarity, and execution across the CEO’s Office.

Requirements:

• 5+ years of experience supporting C-suite or senior executives, preferably within financial services, investment management, or a similarly demanding environment.
• Demonstrated ability to operate with autonomy, discretion, and composure under pressure.
• Exceptional attention to detail with the ability to see the broader strategic picture.
• High emotional intelligence and strong interpersonal judgment; adept at navigating sensitive dynamics.
• Excellent written and verbal communication skills.
• Advanced proficiency with productivity and collaboration tools, including email, calendaring, document preparation, and virtual meeting platforms.

Salary:

$120,000 base

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here:

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