Strategic Executive Assistant – Investment Banking

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

Job summary

Jefferies in San Francisco seeks an Executive Assistant to provide high-level administrative support to the Investment Banking team. You will manage complex calendars, arrange travel across multiple time zones, and process expense reports with Concur while maintaining CRM data and notes for executives.

The role requires 5–10+ years in financial services or investment banking, strong Microsoft Office skills, and a proactive, detail-oriented approach.

Qualifications

• 5–10+ years of administrative experience in Investment Banking or Financial Services.
• Proficiency in MS Office; Concur and CRM experience preferred.
• Demonstrates a high level of integrity and professionalism.
• Strong written and verbal skills.
• Highly organized, proactive problem-solver.

Responsibilities

• Support Investment bankers from senior to junior level.
• Manage complex calendars across multiple time zones.
• Arrange heavy domestic and international travel logistics.
• 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 management

CRM proficiency

MS Office

Concur

Written & verbal communication

Attention to detail

Tools

Concur

CRM platforms

Job description

Jefferies in San Francisco seeks an Executive Assistant to provide high-level administrative support to the Investment Banking team. You will manage complex calendars, arrange travel across multiple time zones, and process expense reports with Concur while maintaining CRM data and notes for executives.

The role requires 5–10+ years in financial services or investment banking, strong Microsoft Office skills, and a proactive, detail-oriented approach.