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Administrative Assistant - Investment Firm - San Francisco (Onsite)

$90k - $120k

BURKE+CO.

Administrative Assistant Our client, an established, Bay Area–based private investment firm, is seeking a highly organized and proactive Administrative Assistant to support multiple senior leaders in its San Francisco office. This is a dynamic, fast-paced role ideal for someone who thrives on precision, anticipates needs, and operates with a high level of professionalism and discretion. You'll gain meaningful exposure to the inner workings of a private investment firm in a supportive & fast-paced environment. This is an excellent opportunity to join a collaborative, high-performing team at a respected investment firm! The Nitty Gritty: Provide comprehensive administrative support to multiple senior executives Manage complex and ever-changing calendars, including scheduling, prioritization, and meeting coordination Coordinate domestic and international travel, including detailed itineraries Track, reconcile, and process expense reports Organize meetings, prepare conference rooms, and develop presentation materials Maintain and update internal CRM systems for pipeline and deal tracking Coordinate catering and daily office logistics (including team lunches) Partner closely with the broader administrative team to ensure seamless operations Provide backup support across the admin team as needed Assist with special projects and ad hoc initiatives The Essentials: 2+ years of executive or administrative support experience Prior experience working in financial services required Bachelor's degree preferred CRM experience a plus! Exceptional attention to detail and organizational skills Strong interpersonal skills with a service-oriented mindset Ability to manage multiple priorities with efficiency and discretion Team-oriented with a proactive, "no task too small" attitude The Cherry On Top: Join a strong & supportive admin team with great company culture! Opportunity to work closely with senior leadership at a respected investment firm Location: San Francisco, CA (4 days onsite - flexible WFH Fridays) Compensation: $90k-120k base salary + bonus + benefits (exact compensation will vary based on skills, experience, and expertise) BURKE+CO.

Vacancy posted 4 days ago
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