Executive Assistant & HR Lead — Path to Chief of Staff

Brio Financial Group; San Francisco (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services company based in San Francisco is seeking an Executive Assistant to support the Founder/CEO and leadership team. This role involves managing complex schedules, coordinating meetings, and acting as a liaison with clients and partners. The ideal candidate will have extensive administrative experience, exceptional organizational skills, and the ability to handle confidential information. There are opportunities to take on HR responsibilities and contribute to team events. Flexibility in working hours is essential.

Qualifications

• 3+ years of executive-level administrative experience, preferably in financial services.
• Experience supporting C-suite executives and managing confidential information.

Responsibilities

• Provide high-level administrative support to the Founder/CEO.
• Support scheduling and project management for CPO and VP of Advisor Services.
• Manage and track key leadership initiatives.
• Coordinate and track meetings, events, and functions.

Skills

Organizational skills

Communication skills

Problem-solving skills

Proficiency in MS Office Suite

Attention to detail

Multitasking

Judgment in prioritizing demands

Education

Bachelor’s degree or equivalent experience

Tools

CRM systems

Box

Zoom

Scheduling platforms

Job description

A financial services company based in San Francisco is seeking an Executive Assistant to support the Founder/CEO and leadership team. This role involves managing complex schedules, coordinating meetings, and acting as a liaison with clients and partners. The ideal candidate will have extensive administrative experience, exceptional organizational skills, and the ability to handle confidential information. There are opportunities to take on HR responsibilities and contribute to team events. Flexibility in working hours is essential.