Executive Assistant to Managing Director at Investment Firm

A leading investment banking, sell-side advisory and consulting firm in Irvine is looking for an Executive Assistant to the Managing Director. The firm also supports the operations of a single-family office, offering a unique opportunity to work in a dynamic, high-integrity environment at the intersection of finance, strategy, and thought leadership. The office in Irvine has 6 employees. The role is on office.

About the Job:

¨ Email Management:
Serve as a strategic gatekeeper and facilitator by managing email communication with discretion, insight, and prioritization; monitor and triage communications to ensure timely responses, flag critical tasks, and filtering and organizing correspondence

¨ Industry Research & Thought Leadership:
Support initial industry and economic research projects, preparation of thought leadership pieces, and assist with promotion of key executives in the media

¨ Real Estate Portfolio Oversight:
Liaise with key stakeholders to assist with real estate and automotive portfolio management

¨ Handle confidential and sensitive information with discretion

¨ Screen incoming phone calls delivering detailed, timely messages to the appropriate parties

¨ Proactively manage daily calendar, identifying and mitigation potential conflicts

¨ Event planning

¨ Schedule internal and external meetings

¨ Coordinate travel arrangements and make suggestions for scheduling additional meetings in the area

¨ Process expense reports

¨ Assist with personal scheduling

¨ Ad hoc projects as needed

¨ Limited off-hour availability via text

About You:

¨ Minimum of 7 years of experience in a related support position

¨ BA/BS from a college or university a plus

¨ Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook), Adobe Acrobat, Salesforce and Dropbox

¨ Strong writing and research skills

¨ Polished, professional demeanor

¨ Proactive go-getter; no task is too big or too small

¨ Outstanding communication skills

Salary, Bonus, Benefits (medical, dental, vision), 401K, Paid Vacation, Free Parking

Hours:

8-5