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Temporary Administrative Assistant

Innovations PSI

Our client is seeking a detail-oriented and highly professional Administrative Assistant to support a team of senior advisors within a Private Wealth Management firm in San Francisco. This will be in a fast-paced, complex team environment requiring the utmost discretion and professionalism.

NOTE: This is a 12-month contract role.

Job Summary and Responsibilities:

- Maintain complex and extremely detailed calendars, including senior-level internal and external meetings and conference calls

- Prioritize meeting requests and related logistics

- Manage a high volume of phone calls and interact with high-level business leaders and clients in a professional and effective manner

- Coordinate logistics for client calls and meetings

- Respond to and follow up on requests in a timely manner

- Coordinate domestic and international travel arrangements, including visa procurement

- Process expense reports accordingly

- Prepare and distribute correspondence, agendas, letters, reports, and other documents as requested

- Support onboarding of new hires across the region

- Assist with general office administrative duties including copying, filing, faxing, archiving, shipping, managing supplies, facilities management, and event planning

- Organize and ship materials to clients as needed

- Work with conference and catering services for client engagements

- Maintain an understanding of firm policies and handle certain issues independently

Qualifications :

- 5+ years of experience supporting senior executives in a complex environment, preferably in financial services, private sector, or government

- Excellent judgement and discretion when handling confidential or sensitive information

- Strong written and verbal communication skills with a consistent, professional demeanor

- Extreme attention to detail and organizational skills with the ability to prioritize

- Quick learner and self-starter with strong anticipation skills

- Proactive problem solver and independent thinker

- Ability to work well under pressure, adapt to unexpected events, and multi-task in a deadline-driven environment

- Strong proficiency in Microsoft Office

- Experience with expense platforms such as Concur or similar tools

- Positive, team-oriented attitude

Vacancy posted 1 day ago
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