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Executive Assistant to Partners - Finance Firm - San Francisco (Hybrid)
San Francisco, CA
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BURKE+CO.

www.burketalent.com

 

THE GIST:

Our client, a bicoastal & growth-focused finance firm, is seeking an Executive Assistant to support two high-level Partners. This role is ideal for someone who thrives in a fast-paced, high-growth environment and enjoys being a trusted right hand to senior leadership. The ideal candidate comes out of the financial services industry and has experience handling high-visibility meetings and investor-related interactions.


This is a great opportunity to be viewed as a strategic partner and gain exposure to senior leadership, portfolio companies, and firm-wide initiatives!



THE NITTY GRITTY: 

  • Provide comprehensive administrative support to two senior Partners, with a heavy focus on calendar management, scheduling, and meeting coordination
  • Manage and prioritize multiple executive calendars, including complex scheduling across time zones and external stakeholders
  • Handle inbox management and correspondence on behalf of executives as needed
  • Coordinate domestic travel arrangements (flights, hotels, ground transportation)
  • Prepare executives for meetings by organizing materials, presentations, and background documents
  • Support Portfolio Company Board meetings and internal staff meetings, including:
  • Attendee communications
  • Venue coordination and logistics
  • Audio/visual setup and management
  • Catering and meeting materials preparation
  • Track action items and follow up on projects, meetings, and outstanding issues
  • Prepare and submit monthly expense reports
  • Assist with planning and execution of events and off-sites, including a large annual conference (~75 attendees)
  • Plan executive dinners and internal events
  • Manage ad hoc administrative projects as needed


 


THE ESSENTIALS

  • 5+ years of experience as an Executive Administrative Assistant or Senior Executive Assistant, supporting multiple senior-level executives
  • Experience in investment management, private equity, venture capital, or financial services required
  • Exceptional organizational, planning, and time management skills
  • Ability to maintain a high degree of professionalism when interacting with Board members, investors, and C-level executives
  • Proven ability to handle highly confidential and sensitive information with discretion and professionalism
  • Ability to multitask, prioritize, and adapt quickly in a dynamic environment
  • Strong written and verbal communication skills
  • Collaborative team player who works effectively in a matrixed organization
  • Proactive, positive, and personable with a confident, “can-do” attitude
  • Comfortable working independently and taking initiative while knowing when to ask for support
  • Advanced proficiency in MS Office; experience with Salesforce CRM and Zoom
  • Availability outside standard business hours when urgent matters arise



THE CHERRY ON TOP: 

  • Opportunity to work for a kind, friendly, & impressive team!
  • Become a trusted right-hand and valued partner

 


LOCATION: San Francisco, CA (Hybrid)

 


COMPENSATION: $130,000/yr - $150,000/yr base salary + bonus + benefits (exact compensation will vary based on skills, experience, and expertise)

 


What are you waiting for? BURKE UP! Email your resumes today to hello@burketalent.com

You can view our other open jobs at: www.burketalent.com (Refer a friend + get a taste of our generous referral program!)

 


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