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Senior Administrative Assistant / Executive Assistant

United States, San Francisco 100000.00 - 130000.00 USD / Year · Job Posted May 29, 2026
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Job Description

Our client is seeking a polished, experienced administrative professional to support the Investment Management Development team. This individual will manage complex calendars, coordinate internal and external engagements, track relationship activity, and handle a broad range of operational and project‑based responsibilities. The role requires exceptional discretion, strong judgment, and the ability to thrive in a fast‑moving environment. Collaboration with other administrative partners and cross‑functional teams is a key component of the position.

Job Responsibility

  • Provide high-level administrative support to a senior leader, with additional assistance to team members as needed across events, travel, team operations, and project work
  • Oversee multiple demanding calendars across time zones, ensuring seamless scheduling and prioritization
  • Plan and prepare for internal and external meetings, team sessions, and related materials
  • Summarize key messages and action items from calls or voicemails and ensure timely follow-through, including CRM updates
  • Maintain accountability for internal timelines, deliverables, and data accuracy across reports, notes, and operational processes
  • Assist in developing and implementing new operational systems and tools
  • Serve as a liaison between internal groups to support shared initiatives and information flow
  • Maintain accurate records of contacts, introductions, and relationship activity
  • Build and maintain lists of potential contacts or prospects to support strategic travel and outreach
  • Prepare and submit expense reports accurately and on time

Requirements

  • 3+ years of administrative experience supporting multiple leaders or stakeholders
  • Ability to operate effectively in a fast-paced, evolving environment
  • Comfortable working within a shared-support model
  • Exceptional organization, attention to detail, and communication skills
  • Strong time-management abilities and comfort handling competing priorities
  • Positive, proactive, and eager to take initiative
  • Independent thinker with strong problem-solving instincts
  • High emotional intelligence and professionalism
  • Advanced proficiency in Outlook

Nice to have

Experience with CRM platforms (e.g., Salesforce) is beneficial

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