Administrative Assistant - Investment Firm - San Francisco (Onsite)

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)