Polished Executive Assistant to Senior Investment Leaders

Savvy Search Solutions, LLC; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Onsite parking

Wellness benefit

Job summary

Savvy Search Solutions, LLC is assisting a highly regarded investment firm in San Francisco seeking a polished, proactive Executive Assistant to support senior executives in a fast-paced environment.

You will manage complex calendars, coordinate domestic and international travel, prepare expense reports and PowerPoint presentations, maintain CRM data, and liaise with internal teams. The ideal candidate has 3–5+ years of EA experience and a background in financial services is preferred.

Qualifications

• 3–5+ years of Executive Assistant experience.
• VC/PE or financial services experience preferred; open to strong candidates from corporate or professional services environments.
• Exceptional organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to multitask, prioritize and change gears quickly.
• Proactive, patient, flexible and even-keeled.
• Positive attitude and strong team-player mentality.

Responsibilities

• Manage complex calendars, meetings, appointments and calls.
• Coordinate domestic and international travel, including flights, hotels, transportation and restaurants.
• Manage frequent last-minute calendar and travel changes.
• Prepare complex expense reports and manage receipts and invoices.
• Prepare and update PowerPoint presentations, correspondence and other documents.
• Coordinate meetings, events and special projects.
• Maintain CRM and contact databases.
• Liaise with internal teams and external contacts.
• Handle confidential information with discretion and professionalism.
• Assist with occasional personal tasks and errands.

Skills

Calendar management

Travel coordination

Expense reporting

PowerPoint

CRM

MS Office

Communication

Multitasking

Team player

Tools

CRM software

Microsoft Office Suite

Job description

Savvy Search Solutions, LLC is assisting a highly regarded investment firm in San Francisco seeking a polished, proactive Executive Assistant to support senior executives in a fast-paced environment.

You will manage complex calendars, coordinate domestic and international travel, prepare expense reports and PowerPoint presentations, maintain CRM data, and liaise with internal teams. The ideal candidate has 3–5+ years of EA experience and a background in financial services is preferred.