Executive Assistant (San Francisco, CA)

Who We Are Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Fund Placement and Advisory, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies.

Job Description We are actively seeking an Executive Assistant to join our San Francisco office. This is a unique opportunity to work closely with senior members of the team and counterparts across the firm. The candidate will play an important role in maintaining a professional environment that will create a differentiated experience for both visitors and employees in addition to providing exceptional administrative support. Executive Assistants serve as critical members of the team, therefore the ideal candidate will have a proactive mindset in order to anticipate business needs. The successful candidate can expect to be part of a highly driven and motivated team as well as be exposed to the many facets of Investment Banking. Strong performers can expect to take on elevated duties where suitable.

Responsibilities

• Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, presentations, market data, and CRM systems
• Calendar management and coordination of meetings/events/conferences, including complex travel arrangements
• Preparation and tracking of expense reports and reimbursements for individuals and vendors
• Prioritize daily work, track progress of projects, deadlines and follow ups, answer phones and take messages
• Facilitate visits from vendors, clients and firm personnel, which includes but not limited to the presentation of the room and setup of catering and AV equipment
• Assist with ad hoc responsibilities which may include but not limited to marketing materials, IT Support, mailings or deliveries and facility/building requests
• Support recruitment and onboarding initiatives, including interview scheduling, gathering feedback, reference checks and pre-hire/new-hire requests
• Maintain an ongoing Reception Desk presence as needed
• Coordination of office projects and upkeep of the corporate office space, including managing and ordering supplies

Qualifications

• Bachelor’s Degree required
• Experience as an Executive Assistant in a corporate environment, ideally within financial services industry
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be a self-starter looking to make an impact on a team
• Must be able to maintain the highest level of confidentiality
• Driven mentality with strong interpersonal skills to interact with stakeholders and C-level clients in a professional and friendly manner
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, and ability to multi-task
• Able to meet designated deadlines and work effectively in a pressurized environment
• Able to handle regular activities without prompting
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), Zoom, and expense tracking

Compensation For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide rang…