Senior Executive Assistant: Investment Banking & Travel Ops

Jefferies; San Francisco (CA); On-site; USD 100,000 - 120,000; Full time

Job summary

Jefferies in San Francisco is seeking a highly organized Executive Assistant to support our Investment Banking team. You will manage complex calendars, coordinate travel, and handle day-to-day expenses in a fast-paced environment.

The role requires 5–10+ years of administrative experience in financial services, proficiency with Microsoft Office, Concur, and CRM systems, and a proactive, detail-oriented approach.

Hours are 8 am to 5 pm, with overtime eligibility as needed.

Qualifications

• Five to 10 plus years of administrative experience, supporting professionals in Investment Banking or Financial Services.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint). Experience using Concur and CRM platforms is preferred.
• Demonstrates a high level of integrity and professionalism.
• Strong written and verbal skills.
• Highly organized, with attention to detail and a proactive approach to problem-solving.

Responsibilities

• Supporting Investment bankers from senior to junior level.
• Manage complex calendars, prioritize meeting requests, and coordinate internal/external appointments across multiple time zones.
• Arrange heavy domestic and international travel logistics, including flights hotels, and ground transportation.
• Process expense reports using Concur.
• Maintain and update executives CRM system with client information and meeting notes.
• Hours are 8 am- 5 pm

Skills

Executive support

Calendar management

Travel coordination

Expense reporting

Communication

Detail-oriented

Tools

Concur

CRM platforms

Microsoft Office

Job description

Jefferies in San Francisco is seeking a highly organized Executive Assistant to support our Investment Banking team. You will manage complex calendars, coordinate travel, and handle day-to-day expenses in a fast-paced environment.

The role requires 5–10+ years of administrative experience in financial services, proficiency with Microsoft Office, Concur, and CRM systems, and a proactive, detail-oriented approach.

Hours are 8 am to 5 pm, with overtime eligibility as needed.