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5000 Executive Parkway Suite 445 San Ramon, California 94583 | Direct Hire
Our client is a private investment management firm located in San Ramon. They are looking for an energetic, self-motivating, and collaborative individual to join their team. This person will be the right hand for the Principals at the office. This is a full-time position with benefits.
- Assist executives with all elements of day-to-day activities.
- Handle scheduling, travel arrangements, and office organization.
- Office budgeting and expense reporting.
- Develop relationships with firm clients and constituents.
- Take leadership responsibilities on special projects.
- Coordinating client meetings and take minutes.
- Maintain documents on appropriate file servers and office organization
- Assist with creation of firm materials in Word, Excel and PowerPoint
- Handle multiple priorities and provide logistical support.
- Develop an informed working knowledge of the firm’ s strategy and processes
- 3+ years of Executive Assistant, administrative, or professional experience within a corporate environment
- Strong working knowledge of Microsoft Office Suite (Salesforce is a plus)
- Bachelor’ s Degree.
- Excellent communication and organization skills.
- Thrives in a collaborative environment.
- Honest and possessing the highest ethics and integrity
- Meticulous and detail-oriented
- Willingness and ability to continually learn new skills, technology and the firms’ investment approach
- Competitive Salary
- Medical, Dental, and Vision Coverage
Wollborg Michelson is an Equal Opportunity Employer.