Executive Assistant Boutique Investment Firm Palo Alto (Onsite)

BURKECO.

THE GIST:

Our client a boutique investment firm seeks an expert Executive Assistant to support their Founder & tight-knit team in Palo Alto. This role will be responsible for providing top-tier administrative support to the Founder and backup support to the other team members while also acting as the go-to person for their small office. This is the kind of partnership where youre trusted empowered and part of the action. The ideal candidate has supported executives in finance and will bring their dependability proactive nature and impressive experience to the role.

This is a great opportunity to join a tight-knit firm and support a founder whos engaging down-to-earth and genuinely values their team!

THE NITTY GRITTY:

• Expertly manage executives calendar addressing any conflicting appointments and sending reminders
• Develop keen sense on how to best optimize executives time & determine priorities
• Plan & execute company events offsites and meetings
• Arrange travel and prepare itineraries
• Oversee light office operations for a small office and act as a culture carrier
• Handle incoming & outgoing communications with the utmost confidentiality and urgency
• Create presentations & decks prepare deliverables and distribute meeting materials
• Provide backup support to other executives as needed
• Process and track expenses
• Assist with other administrative functions and ad hoc projects as needed

THE ESSENTIALS:

• 5 years of executive support experience ideally in finance
• Ability to act as an excellent extension & representation of the firm in all interactions
• Dependable & reliable nature
• Excellent interpersonal skills and knack for building relationships
• Superb attention to detail and discretion
• Fast-processing solution-oriented approach to work
• Clear and professional communication style both verbal & written
• Ability to shift adapt and pivot when confronted with new challenges and opportunities

THE CHERRY ON TOP:

• Join a tight-knit team that is looking to expand!
• Balanced role supporting a senior executive with room to take on more

LOCATION:Palo Alto CA (Onsite)

COMPENSATION:$150k to 200k base salary bonus benefits (exact compensation will vary based on skills experience and expertise)

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