Overview
Executive Assistant Jobs in Menlo Park, CA at Confidential
Title: Executive Assistant
Company: Confidential
Location: Menlo Park, CA
Great opportunity for someone with 5+ years’ experience as an admin/EA, private client services associate/assistant, brokerage assistant, client associate/assistant, wealth management client associate, accounting, or similar experience working in investment management who would love an opportunity to become an Executive Assistant at a top private investment management firm. Come join an amazing team of professionals! Our client’s Menlo Park office is the place to be if you are looking for a home and a passion for helping others and learning about the investment management industry. They are seeking individuals who are extremely detailed, organized, proactive, and take ownership with a sense of urgency. You will be extremely customer service oriented. Their collaborative team environment ensures that everyone is there to assist each other. If you are looking for a place where you can thrive and grow, join our client!
EA will support a Partner and Director on the investment team.
Provide Executive administrative support, including:
Manage calendar and schedule (light/medium calendaring)
Maintain contacts in Outlook.
Meeting management: scheduling video and dial-in information, conference room set up, meeting confirmations, and prep and distribute materials.
Prepare detailed PowerPoint presentations, binders, and investor/client documents and spreadsheets using Excel and PowerPoint.
Expense reports.
Business and personal travel (light/medium amount of travel arrangements)
Work with the Director, Investor Relations, and Fund Administration:
Log and file all investor transactions.
Update and maintain investor contact information.
Assist with investor distributions (e.g., K-1s).
Respond to client requests on a day-to-day basis including delivery of investor documents, investor document distribution changes, and user assistance with access to investor portal.
Track and archive all client presentations consistent with compliance-approved process. *Must be extremely accurate and detailed.
Qualifications/Experience:
· 5+ years’ experience as admin assistant/EA working in financial services/investment management, and/or private client services, brokerage assistant, client associate/assistant, wealth management client associate, or similar experience is required.
· Strong computer skills (Excel, Word, and PowerPoint).
· Excellent oral and written communication skills.
· Strong attention to detail and follow through.
· Able to prioritize tasks and manage multiple projects on a tight deliverable schedule.
· Able to work well in collaborative, fast-paced environment (may need to wear many hats as needed).
· “No job is too small”, team-player attitude.
Education:
· BA/BS degree preferred.
Location: Menlo Park, CA (onsite M-F)
The hours are typically 7:30am to 5:00/5:30pm.
Salary range: $90-110k base salary (exempt), plus generous bonus and benefits.
