Company: Unassigned/Prospective Account
Location: San Francisco
Posted on: September 16, 2021
Provide administrative support formembers oftheBusiness&
Schedulemeetingsand maintain multiple complex calendars.
Format information for internal and external communication memos,
emails, presentations, reports, including preparation ofmaterials
for client, investor and prospect meetings.
Greetvisitors and prepare conference rooms for meetings.
Use customer relationship management (CRM) tool, Salesforce,
toorganize communications with
Track delivery of materials to end users and assist with
uploadinginformation to various databases, portals
Coordinate domestic and internationaltravel(arrange air, hotel, and
transportation logistics based on itinerary).
Experience in theinvestment management,alternative asset industry
and/or financial servicesfielda plus (but not required)
1 -2years of executive assistant experience
Four-year college degree with strong GPA
Proficient in Outlook365, MS Office (Word, PowerPointand Excel)
ExperienceoperatingMicrosoft Teams and Zoom
Self-starter with ability to multi-task and manage multiple
projects and tasks with the power to prioritize and change
Experience working in customer relationship management portals,
Impeccable communication skills both written and verbal
Attention to detail
Strong team player whoenjoyscollaboratingwith team members on a
multitude of assignmentswhile also managing tasks and projects
independently, where needed
Curiosity and self-motivated pursuit of systems training and other
Flexible,positive attitude,andagoodsense of humor
Keywords: Unassigned/Prospective Account, San Francisco , Executive Assistant, Other , San Francisco, California
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