Executive Assistant to Managing Director at Investment Firm
24 days ago
Irvine
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 ¨ 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