Executive Assistant $130K, Prestigious Investment Firm, San Francisco

Executive Assistant $130K + Bonus + Incredible Benefits, San Francisco

Are you an experienced Executive Assistant who thrives in a collaborative, team-forward environment and takes pride in delivering exceptional white-glove service to HNW clients?

Our client, a prestigious global investment firm, is seeking an accomplished Executive Assistant to support senior professionals in its growing San Francisco office. This highly visible role is ideal for an administrative partner with experience supporting executives, advisors, or relationship managers within private wealth management, private banking, family office, or investment management environments.

You’ll become a trusted partner to senior leadership while interacting with high-net-worth clients, investors, and internal stakeholders around the world.

Why This Opportunity Stands Out

• Join a highly respected global investment firm known for its employee satisfaction and excellent benefit package
• Partner closely with senior executives and influential industry leaders
• Work alongside a team of trusted long-tenured Executive Assistants, offering the opportunity to learn, collaborate, and contribute within a highly supportive and team-oriented environment
• Work in a sophisticated, client-centric environment serving high-net-worth individuals and investors

Key Responsibilities

• Manage executive calendars, meetings, and scheduling priorities
• Coordinate domestic and international travel, itineraries, and expense reporting
• Draft, edit, and manage confidential correspondence, presentations, and business communications
• Serve as a professional liaison with high-net-worth clients, investors, and internal business partners

What We’re Looking For

• Bachelor’s degree required
• 4+ years of Executive Assistant experience within private wealth management, private banking, family office, investment management, or financial services
• Proven experience supporting senior executives in a fast-paced professional environment
• Exceptional client service skills with a polished, professional demeanor
• Experience interacting with high-net-worth clients and maintaining strict confidentiality
• Outstanding organizational, communication, and relationship-management skills
• Advanced proficiency with Outlook, Word, Excel, and PowerPoint

Compensation

$110,000-$130,000 base salary + bonus

Exceptional opportunities with this firm are rare, and our client is actively interviewing qualified candidates.

If you’re looking for an opportunity to work alongside some of the most respected professionals in finance, enjoy unparalleled exposure to high-net-worth clients and senior investment leaders, and continue building a successful long-term Executive Assistant career, apply today.