Executive Assistant to Managing Director at Investment Firm
New Today
A leading investment banking, sell-side advisory and consulting firm in Irvine is looking for an Executive Assistant to the Managing Director. The firm also supports the operations of a single-family office, offering a unique opportunity to work in a dynamic, high-integrity environment at the intersection of finance, strategy, and thought leadership. The office in Irvine has 6 employees. The role is on office.
About the Job:
Email Management: Serve as a strategic gatekeeper and facilitator by managing email communication with discretion, insight, and prioritization; monitor and triage communications to ensure timely responses, flag critical tasks, and filtering and organizing correspondence
Industry Research & Thought Leadership: Support initial industry and economic research projects, preparation of thought leadership pieces, and assist with promotion of key executives in the media</p>
Real Estate Portfolio Oversight: Liaise with key stakeholders to assist with real estate and automotive portfolio management
Handle confidential and sensitive information with discretion
Screen incoming phone calls delivering detailed, timely messages to the appropriate parties
Proactively manage daily calendar, identifying and mitigation potential conflicts
Event planning
Schedule internal and external meetings
Coordinate travel arrangements and make suggestions for scheduling additional meetings in the area
Process expense reports
Assist with personal scheduling
Ad hoc projects as needed
Limited off-hour availability via text
About You:
Minimum of 7 years of experience in a related support position
BA/BS from a college or university a plus
Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook), Adobe Acrobat, Salesforce and Dropbox
Strong writing and research skills
Polished, professional demeanor
Proactive go-getter; no task is too big or too small
Outstanding communication skills
Salary, Bonus, Benefits (medical, dental, vision), 401K, Paid Vacation, Free Parking
Hours: 8-5
- Location:
- Irvine