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Executive Assistant

Company: Unassigned/Prospective Account
Location: San Francisco
Posted on: September 16, 2021

Job Description:

Provide administrative support formembers oftheBusiness& Operations teams.

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 clients,investors,prospects,andconsultants.

Track delivery of materials to end users and assist with uploadinginformation to various databases, portals andplatforms.

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 direction easily

Experience working in customer relationship management portals, preferablySalesforce

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 skill-building

Flexible,positive attitude,andagoodsense of humor

Keywords: Unassigned/Prospective Account, San Francisco , Executive Assistant, Other , San Francisco, California

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