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Pocketbook Agency

Executive Assistant to Financial Founders

Pocketbook Agency, San Francisco, California, United States, 94199

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Executive Assistant to Financial Founders

Executive Assistant to Financial Founders

Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Pocketbook Agency A finance firm based in San Francisco is seeking a seasoned Executive Assistant to provide high-level support to its Founders. This role is a blend of professional and personal support responsibilities. We are only open to San Francisco–based candidates due to the need for in-person errands and occasional on-site tasks. Key Responsibilities: Manage complex and ever-changing calendars, ensuring seamless scheduling across multiple time zones. Coordinate detailed domestic and international travel arrangements, including flights, accommodations, ground transportation, and itineraries for both business and personal trips. Prepare, process, and track expense reports with accuracy and timeliness. Manage personal appointments, reservations, and household-related scheduling. Run personal errands, oversee gifting for personal and business occasions, and coordinate special projects as needed. Maintain a high level of discretion and confidentiality at all times. Requirements: 5–10 years of Executive Assistant experience supporting C-Suite executives in the financial industry. Bachelor’s degree from an accredited institution required. Proven ability to manage competing priorities in a fast-paced, high-pressure environment. Strong organizational skills, meticulous attention to detail, and excellent judgment. 24/7 availability and flexibility to respond to matters outside standard business hours. Local to San Francisco with the ability to handle in-person errands and tasks on short notice. Salary: Up to $150,000 plus bonus and benefits Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

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