Administrative Assistant - Investment Firm - San Francisco (Onsite)

Burke+Co•San Francisco, CA

3d•Hybrid

About The Position

Our client, an established, Bay Area–based private investment firm, is seeking a highly organized and proactive Administrative Assistant to support multiple senior leaders in its San Francisco office. This is a dynamic, fast-paced role ideal for someone who thrives on precision, anticipates needs, and operates with a high level of professionalism and discretion. You'll gain meaningful exposure to the inner workings of a private investment firm in a supportive & fast-paced environment. This is an excellent opportunity to join a collaborative, high-performing team at a respected investment firm!

Requirements

2+ years of executive or administrative support experience
Prior experience working in financial services required
Exceptional attention to detail and organizational skills
Strong interpersonal skills with a service-oriented mindset
Ability to manage multiple priorities with efficiency and discretion
Team-oriented with a proactive, “no task too small” attitude

Nice To Haves

Bachelor’s degree preferred
CRM experience a plus!

Responsibilities

Provide comprehensive administrative support to multiple senior executives
Manage complex and ever-changing calendars, including scheduling, prioritization, and meeting coordination
Coordinate domestic and international travel, including detailed itineraries
Track, reconcile, and process expense reports
Organize meetings, prepare conference rooms, and develop presentation materials
Maintain and update internal CRM systems for pipeline and deal tracking
Coordinate catering and daily office logistics (including team lunches)
Partner closely with the broader administrative team to ensure seamless operations
Provide backup support across the admin team as needed
Assist with special projects and ad hoc initiatives