Administrative Assistant Investment Firm San Francisco (Onsite)

BURKECO.

THE GIST:

Our client an established Bay Areabased private investment firm is seeking a highly organized and proactive Administrative Assistant to support multiple senior leaders in its San Francisco office. This is a dynamic fast-paced role ideal for someone who thrives on precision anticipates needs and operates with a high level of professionalism and discretion. Youll gain meaningful exposure to the inner workings of a private investment firm in a supportive & fast-paced environment.

This is an excellent opportunity to join a collaborative high-performing team at a respected investment firm!

THE NITTY GRITTY:

• Provide comprehensive administrative support to multiple senior executives
• Manage complex and ever-changing calendars including scheduling prioritization and meeting coordination
• Coordinate domestic and international travel including detailed itineraries
• Track reconcile and process expense reports
• Organize meetings prepare conference rooms and develop presentation materials
• Maintain and update internal CRM systems for pipeline and deal tracking
• Coordinate catering and daily office logistics (including team lunches)
• Partner closely with the broader administrative team to ensure seamless operations
• Provide backup support across the admin team as needed
• Assist with special projects and ad hoc initiatives

THE ESSENTIALS:

• 2 years of executive or administrative support experience
• Prior experience working in financial services required
• Bachelors degree preferred
• CRM experience a plus!
• Exceptional attention to detail and organizational skills
• Strong interpersonal skills with a service-oriented mindset
• Ability to manage multiple priorities with efficiency and discretion
• Team-oriented with a proactive no task too small attitude

THE CHERRY ON TOP:

• Join a strong & supportive admin team with great company culture!
• Opportunity to work closely with senior leadership at a respected investment firm

LOCATION:San Francisco CA (Onsite - flexible WFH Fridays)

COMPENSATION: $90k-120k base salary bonus benefits (exact compensation will vary based on skills experience and expertise)

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*Compensation is aligned with experience level and role scope. Most offers fall within the mid-range with the top of the band generally reserved for candidates with extensive directly relevant backgrounds. Leveling is determined during the interview process