Executive Assistant/Office Manager

Our client is a leading global financial services firm providing comprehensive investment banking, wealth management, and capital markets solutions. With offices across major U.S. cities and international financial hubs, the firm is known for its collaborative culture, long-term stability, and commitment to excellence. Our client seeks an Executive Assistant/Office Manager to join their team.

Salary/Hourly Rate:

$90k – $100k, plus 15% – 20% Annual bonus eligibility

Position Overview:

This is an exciting opportunity for a professional Executive Assistant/Office Manager with strong office management skills to support a senior investment Banking team in San Francisco. The Executive Assistant/Office Manager will act as the central point of coordination for the office, balancing high-level administrative support with oversight of daily operations. This role requires a proactive, resourceful, and detail-oriented individual who thrives in a fast-paced, client-driven environment.

Responsibilities of the Executive Assistant/Office Manager:

• Provide comprehensive administrative support as the Executive Assistant/Office Manager to several senior bankers, including calendar management, scheduling, and domestic/international travel coordination.
• Prepare and process expense reports, vendor invoices, and reimbursements with accuracy.
• Serve as the main point of contact for office operations, supplies, and facilities needs.
• Plan and coordinate meetings, client visits, and team events, ensuring professional execution and attention to detail.
• Liaise with vendors, building management, and internal teams to maintain a well-functioning office environment.
• Support HR and recruiting initiatives, including interview scheduling, onboarding, and new-hire logistics.
• Maintain reception coverage as needed and assist with office culture initiatives, including celebrations and team outings.

Required Experience/Skills for the Executive Assistant/Office Manager:

• Minimum 3 years of administrative experience, ideally as an Executive Assistant in a corporate or professional services environment.
• Exceptional organizational, communication, and multitasking skills.
• Proactive problem-solver with excellent judgment and ability to work independently.
• High level of attention to detail and professionalism when handling confidential information.
• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams).

Preferred Experience/Skills for the Executive Assistant/Office Manager:

• Experience supporting executives or senior leaders in financial services, investment banking, or consulting.
• Confident and polished communication skills; comfortable interacting with senior stakeholders and clients.
• Tech-savvy and adaptable to systems such as Zoom, Concur, and CRM tools.

Education Requirements:

• Bachelor’s degree is required.

Benefits:

• Medical, dental, and vision insurance (employer covers a portion of premiums).
• 401(K) with company match.
• 15 vacation days, 5 sick days, and 2 personal days annually.
• Bonus eligibility and overtime pay for hours over 40 a week.
• Positive culture, team-oriented environment, and long-term career growth potential.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO