Unclassified - Sacramento, CA

posted 2 months ago

Full-time
Sacramento, CA

About the position

The Executive Assistant will provide seamless administrative support to senior managers, ensuring that their day-to-day operations run smoothly and efficiently. The successful candidate will be responsible for managing calendars, maintaining relationships, and handling correspondence, acting as the first point of contact for the senior managers. This role requires the Assistant to develop a deep understanding of the business to prioritize tasks based on their level of importance. Key results expected from the Executive Assistant include effective calendar management, well-organized travel arrangements, timely and thorough preparation of expense reports, and optimum screening of incoming communications. The Assistant will be responsible for routing communications for action and follow-up, as well as maintaining communication with both internal and external contacts, including significant prospects and client relationships. The role also involves preparing well-proofed standard correspondence and making logistical arrangements for official travel. In addition, the Executive Assistant will prepare pitch books and comprehensively organize meetings, luncheons, and interviews as needed. The Assistant will assist with investment-related tasks on an ongoing basis, which may include conducting internet searches to gather information on potential operating executives and participating in selected pieces of research or due diligence, such as contacting retail stores to check product pricing. Establishing effective working relationships with colleagues and external contacts is crucial, and the Assistant may be required to provide flexible support to other managers as needed.

Responsibilities

  • Manage calendars for senior managers effectively.
  • Coordinate and arrange travel logistics and itineraries.
  • Prepare timely and thorough expense reports.
  • Screen incoming communications and route them for action and follow-up.
  • Communicate with internal and external contacts, including significant prospects and clients.
  • Proofread and prepare standard correspondence.
  • Organize meetings, luncheons, and interviews as required.
  • Prepare pitch books and other presentation materials.
  • Assist with investment-related tasks, including research and due diligence.
  • Establish effective working relationships with colleagues and external contacts.
  • Provide flexible support to other managers as needed.

Requirements

  • Bachelor's Degree required.
  • 3-5 years of executive/administrative assistant experience directly supporting a Division Head of a large private or public sector firm/organization.
  • Experience in financial services and/or supporting a sales team preferred.
  • Proven ability to work well in and contribute to a team environment.
  • Excellent organization and communication skills.
  • Ability to handle sensitive and confidential matters with tact, discretion, and good judgment.
  • Demonstrated ability to prioritize and manage multiple assignments in a fast-paced environment.
  • Excellent attention to detail and a sense of urgency in executing responsibilities.
  • Flexibility and adaptability to rapid changes in the work environment.
  • Resourceful in solving problems and acting in a project management capacity.
  • Excellent computer skills, including proficiency in MS Office Suite and Visio.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service