Overview

Executive Personal Assistant to Founder Jobs in San Francisco, California, USA at Groupe Insearch

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HOURS:

Full-time. Must be able to work in-person, five days per week, at the San Francisco office.

Plan to arrive at office prior to Principal’s first meeting.

Expect to field emails and ad hoc requests outside of office hours.

ATTRACTIVE FACTORS:

Be a part of an exciting, team-oriented environment.

Work alongside very bright, enthusiastic people who are passionate about what they do.

Opportunity to interface/interact with high-profile, interesting clients.

KEY RESPONSIBILITIES:

High-volume calendar management.

Own and manage calendar holds for standing Team Meetings (Mon) and Principal’s weekly internal syncs.

Manage personal appointments (medical, dental, etc.) on behalf of Principal and occasionally Family.

Confirm commitments 24h prior and execute changes as needed.

Daily review of Principal inbox to identify and flag outstanding action items.

Quarterly calendar review and restructure.

Understand, manage relationships, and cross-collaborate with external stakeholders.

Expense report management.

Generate 3 reports monthly for both Principal and self for submission to CFO and Fund Admin Team.

Track and request all vendor receipts on behalf of Principal.

Management of domestic and international travel on behalf of Principal (Family and Household Team on occasion).

Includes arrangement of flight (commercial and private [group]), hotel, ground transportation, executive protection, management of travel documentation (e.g., passport procurement and renewal, visa procurement, GOES/TSA Pre Check enrollment) and execution of all itinerary changes as needed.

Track flight credits in Google Sheet.

Oversee alternative assets (art acquisitions) on behalf of Principal.

Manage all payment, shipment, and delivery logistics, both domestic and international.

Document new advisory relationships, installation directions, and store invoices, POAs, PODs, hi-res image files in Dropbox.

Liaise with Banking Team (Citizens Private Bank) to prepare personal cap call payments, wire transfers, collect and manage tax documentation as requested.

Provide operational support to Principal, CFO, Fund Admin Team, and Counsel.

Know and understand LP relationships and commitments.

Have working knowledge of existing fund entities, vendor relationships, and reference sources.

Document prospective investments in Affinity and store pitch materials in Slack/Docsend on behalf of Principal.

Execute documentation on behalf of Principal.

Field and execute inbound LP admin requests; e.g., entity transfers, commitment increases, authorized contact updates, verbal wire verifications for cap calls.

Document prospective LP relationships in Google Sheet tracker on behalf of Principal.

Distribute and track LP sub docs; liaise with counsel regarding sub book review and follow up requests; document commitments either in Google Sheets/Airtable.

Distribute executed closing volumes at close of fundraise.

Update fund distribution lists in Gmail Contacts.

Coordinate bicoastal business lunches, dinners, and events on behalf of Principal (from 1:1 to large groups).

Principal will offer direct feedback on venue preferences, but helpful to have working knowledge of elevated dining trends in alignment with brand.

TOP KEYS FOR CLIENT:

10+ years of experience across spectrum of administrative and operational support, preferably in VC.

Self-motivated with the ability to excel in a fast-paced environment.

Ability to communicate effectively and diplomatically at all levels.

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Title: Executive Personal Assistant to Founder

Company: Groupe Insearch

Location: San Francisco, California, USA

Category: Administrative/Clerical, Management

 

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