Administrative Assistant - Investment Firm - San Francisco (Onsite)
$90k - $120kBurke + Co.
Administrative Assistant
Our client, an established, Bay Areabased 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 1 day ago
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