Executive Assistant to Leaders - Hybrid, Travel & Meetings

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments; San Francisco (CA); Hybrid; USD 92,000 - 139,000; Full time

Job summary

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments seeks a Senior Executive Assistant to provide high-level administrative support to multiple leaders in a hybrid work environment. The role includes managing calendars, coordinating travel, and preparing materials for meetings.

The ideal candidate has 3+ years of executive support experience, strong discretion, and proficiency with Microsoft Office; CRM or scheduling tools are a plus.

Qualifications

• Minimum 3 years as executive assistant or in a comparable administrative support role.
• Experience supporting senior or executive-level leaders preferred.
• Experience within financial services or a similarly regulated industry preferred.
• Experience managing complex, multi-executive calendars and email inboxes.
• Demonstrates high discretion in handling sensitive information.
• Strong written, verbal, and listening skills; comfortable interacting with stakeholders at all levels.
• Advanced proficiency in Microsoft Office; AI, CRM or scheduling platforms a plus.

Responsibilities

• Manage and maintain executive calendars, resolve scheduling conflicts, and prioritize calendar events to align with business needs.
• Coordinate and schedule recurring and ad hoc meetings for the executive(s) and their team.
• Arrange complex domestic and international travel including airfare, hotel, ground transportation, and itinerary preparation.
• Register executive(s) for conferences, professional development events, or external engagements.
• Maintain up-to-date contact lists and distribution groups for supported leaders.
• Build and maintain positive relationships with internal stakeholders, external partners, and clients at all levels.
• Draft, proofread, and send correspondence on behalf of supported leader(s) as directed.
• Plan and coordinate ongoing team meetings, all-hands sessions, team-building events, and offsites.
• Manage logistics for in-person and virtual meetings including booking accommodations, coordinating participants, and arranging catering as needed.

Skills

Calendar Management

Client-Centric

Confidentiality

Effective Communication

Innovation

Office Administration

Technical Proficiency

Time Management

Travel Planning

Work Collaboratively

Tools

CRM software

Scheduling platforms

Job description

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments seeks a Senior Executive Assistant to provide high-level administrative support to multiple leaders in a hybrid work environment. The role includes managing calendars, coordinating travel, and preparing materials for meetings.

The ideal candidate has 3+ years of executive support experience, strong discretion, and proficiency with Microsoft Office; CRM or scheduling tools are a plus.