Executive Assistant

Brown Investment Advisory & TrustSan Francisco, CA
Onsite

About The Position

Brown Advisory is currently seeking a customer service oriented individual to fill a need for an Executive Assistant in our San Francisco office. This role is diverse, with responsibilities that include reception coverage, executive support, processing mail, vendor and inventory management, assistance with food service, and events. This is a full-time on-site position.

Requirements

  • 3+ years administrative support experience
  • Ability to provide excellent client service
  • Illustrates tact, discretion and good judgement when handling sensitive and confidential information
  • Knowledge of MS Word, Excel and Outlook
  • Superior written and oral communication skills
  • Ability to set goals and meet deadlines
  • Professional demeanor
  • Highly organized and detail oriented
  • Ability to work in San Francisco office location
  • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Nice To Haves

  • Bachelor's degree preferred
  • Some evening event coverage required

Responsibilities

  • Coordinate communications, including taking calls, responding to e-mails and interfacing with vendors, clients and other firm leaders
  • Proactively assist and anticipate the needs of the Office Head
  • Prepare internal and external corporate documents for team members
  • Maintain calendar for Office Head, schedule meetings and appointments, manage travel itineraries, and submit expense reports
  • Prepare meeting rooms, establish conference calls, and prepare technology for presentations
  • Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales opportunities, and event information
  • Assist broader team as needed
  • Operate a multi-line switchboard and transfer calls
  • Maintain proper appearance of reception and entry way
  • Greet clients and guests as they arrive; contact employee(s) for arrival
  • Process and distribute incoming mail on daily basis in line with firm procedures
  • Manage incoming and outgoing packages
  • Manage office supply inventory, purchasing and vendor escalation
  • Receive all incoming mail, deliveries and communicate scheduling with couriers
  • Schedule and assist with setup of conference rooms before/after meetings
  • Manage food service inventory
  • Develop and maintain vendor relationships
  • Create menus and place catering orders
  • Keep shared colleague space/kitchens well stocked, cleaned, and organized
  • Coordinate internal and external events

Benefits

  • Medical
  • Dental
  • Vision
  • Wellness program participation incentive
  • Financial wellness program
  • Fitness event fee reimbursement
  • Gym membership discounts
  • Colleague Assistance Program
  • Telemedicine Program (for those enrolled in Medical)
  • Adoption Benefits
  • Daycare late pick-up fee reimbursement
  • Basic Life & Accidental Death & Dismemberment Insurance
  • Voluntary Life & Accidental Death & Dismemberment Insurance
  • Short Term Disability
  • Paid parental leave
  • Group Long Term Disability
  • Pet Insurance
  • 401(k) (50% employer match up to IRS limit, 4 year vesting)
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