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.
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.
$120,000 base
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