Bi-Coastal EA!

By February 7, 2019

Executive Assistant

The CEO of a prestigious wealth management company in San Francisco is seeking a dynamic Executive Assistant with strong communication skills to be their right hand. High exposure to leading Executives in the industry, along with the opportunity to be a creative problem-solver and grow within the organization. This is a unique role, with the ability to work hand-in-hand supporting and collaborating with an innovative Executive in a fast-paced and high energy environment. The role does require travel to New York 1-2 weeks every month.


  • Very competitive salary
  • Full benefits
  • 401k contribution
  • Restricted stock units
  • Employee stock purchase program


  • Heavy and complex calendar management
  • Management of a high volume of incoming calls, and internal and external correspondence
  • Tracking and submitting expense reports
  • High volume of domestic and international travel arrangements
  • Management of external Board memberships
  • Frequent interaction with Board members and Executive Management
  • Shareholder activities
  • Building of presentations/memos
  • Filtration of incoming submissions, reports, etc. and determine their significance/plan their distribution
  • Event planning and attendance
  • Liaison to family office for financial affairs
  • Personal and/or family assistance
  • Other administrative errands


  • Leader in positivity, resourcefulness, and collaboration (especially during busy days)
  • Get-it-done attitude
  • Enjoys frequent travel, often to New York (8+ weeks/year)
  • Absolute discretion with confidential information
  • Excellent intuition and judgment as you are an extension of the Chairman & CEO
  • Strong attention to detail
  • Excellent writing skills for composing drafts, emails, speeches, etc.
  • Ability to multitask and manage time wisely
  • Excel at prioritizing and reprioritizing
  • Flexibility in a fast-paced, ever-changing environment
  • Ability to think outside the box and capable of both macro- and micro-planning
  • Poise and confidence even when the workload is intense
  • Coordination of multiple departments
  • Enjoys working closely with other colleagues (EA team)
  • MS Office skills (Outlook, Word, PowerPoint, Excel)
  • Proficiency with technology