Executive Assistant - TMT

Jefferies Financial GroupSan Francisco, CA
Onsite

About The Position

We are seeking a highly organized, detail-oriented Executive Assistant to provide support within our Investment Banking division. Looking for a proactive, resourceful candidate who can manage multiple priorities in a fast-paced environment. This role is essential in ensuring seamless day-to-day expenses and travel for Investment Bankers.

Requirements

  • Five to 10 plus years of administrative experience, supporting professionals in Investment Banking or Financial Services.
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
  • Demonstrates a high level of integrity and professionalism.
  • Strong written and verbal skills.
  • Highly organized, with attention to detail and a proactive approach to problem-solving.

Nice To Haves

  • Experience using Concur and CRM platforms is preferred.

Responsibilities

  • Supporting Investment bankers from senior to junior level.
  • Manage complex calendars, prioritize meeting requests, and coordinate internal/external appointments across multiple time zones.
  • Arrange heavy domestic and international travel logistics, including flights, hotels, and ground transportation.
  • Process expense reports using Concur.
  • Maintain and update executives CRM system with client information and meeting notes.
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