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A global financial services firm in the San Francisco Financial District is seeking a temporary‑to‑permanent Executive Assistant to support the Technology Investment Banking division. This role begins ASAP and requires three days per week in the office, with additional days as needed. Standard hours are 8:00am-5:00pm.
Key Responsibilities
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Provide administrative support to a team of investment bankers, serving as a trusted point of contact.
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Handle incoming internal calls, respond to inquiries, and clarify company policies and procedures.
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Coordinate frequent domestic and international travel arrangements.
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Prepare, reconcile, and track expense reports through Oracle T&E.
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Manage calendars for multiple bankers, including scheduling client meetings, internal reviews, and deal team sessions.
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Coordinate all aspects of executive‑level appointments, meetings, client entertainment, and conference calls.
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Assist with ad hoc reports, presentations, and special projects as needed.
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Serve as back‑up support for other bankers, managers, and administrative staff when required.
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Maintain relationships with building and facility personnel.
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Organize and safeguard highly confidential company and employee information.
Technical Skills
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Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
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Comfort with technology platforms beyond Microsoft Office (e.g., Teams, CRM tools).
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Ability to quickly learn and navigate new systems, including Oracle Travel & Expense and internal reporting tools.
Non‑Technical Skills
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Proven ability to multi‑task, prioritize, and stay organized in a fast‑paced environment.
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Strong written and verbal communication skills.
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High attention to detail with the ability to work independently.
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Demonstrated integrity, discretion, and professionalism when handling confidential information.
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Responsive, energetic team player with a proactive mindset and strong initiative.
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Experience working across numerous time zones.
Qualifications
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Minimum of 5 years of prior administrative experience; investment banking (IBD) experience preferred.
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College degree strongly preferred.
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