Career Group
Our client is a leading global investment banking, securities, and asset and wealth management firm dedicated to delivering world-class financial solutions and exceptional client service. They are seeking a highly organized and professional Administrative Assistant to provide essential support to their team, ensuring operational excellence and efficiency in a fast-paced, client-focused environment. This is an on-site, 7-month contract role based in San Francisco, CA. Pay will be $25/hr.
Overview Administrative support to a team within a wealth management / investment banking environment, focusing on operational excellence, client service, and professional office management.
Key Responsibilities
Managing travel arrangements and processing expenses for team members.
Handling incoming and outgoing mail, including checks, stock certificates, tax forms, and document scanning.
Providing general administrative services such as maintaining calendars, scheduling meetings, and answering phones.
Coordinating and scheduling office events, including recruiting activities, internal meetings, and external client events.
Booking conference rooms, ordering catering, printing materials, coordinating interview schedules, and liaising with building services.
Greeting visitors and ensuring a welcoming, professional office environment.
Assisting the Wealth Management Team in servicing clients with an emphasis on operational excellence and exceptional customer service.
Qualifications
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook required.
Bachelor’s degree preferred but not required.
Minimum of 2 years of work experience in a professional corporate environment; recent graduates with a strong interest in the financial services industry are also encouraged to apply.
Strong written and verbal communication skills.
Ability to work effectively in a collaborative team environment.
Polished professional demeanor and communication style.
Strong organizational and multitasking skills, with the ability to thrive in a fast-paced setting.
Commitment to professionalism, integrity, and discretion.
Demonstrated critical thinking skills and sound judgment.
Please submit your resume for immediate consideration.
Additional Information
This role is on-site in San Francisco, CA.
Eligible candidates may be asked to provide references; candidates with references are preferred by our clients.
We will consider qualified candidates with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.
California applicants: Privacy notice available on the employer's site.
Employment details
Seniority level: Associate
Employment type: Contract
Job function: Administrative
Industries: Investment Banking
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Overview Administrative support to a team within a wealth management / investment banking environment, focusing on operational excellence, client service, and professional office management.
Key Responsibilities
Managing travel arrangements and processing expenses for team members.
Handling incoming and outgoing mail, including checks, stock certificates, tax forms, and document scanning.
Providing general administrative services such as maintaining calendars, scheduling meetings, and answering phones.
Coordinating and scheduling office events, including recruiting activities, internal meetings, and external client events.
Booking conference rooms, ordering catering, printing materials, coordinating interview schedules, and liaising with building services.
Greeting visitors and ensuring a welcoming, professional office environment.
Assisting the Wealth Management Team in servicing clients with an emphasis on operational excellence and exceptional customer service.
Qualifications
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook required.
Bachelor’s degree preferred but not required.
Minimum of 2 years of work experience in a professional corporate environment; recent graduates with a strong interest in the financial services industry are also encouraged to apply.
Strong written and verbal communication skills.
Ability to work effectively in a collaborative team environment.
Polished professional demeanor and communication style.
Strong organizational and multitasking skills, with the ability to thrive in a fast-paced setting.
Commitment to professionalism, integrity, and discretion.
Demonstrated critical thinking skills and sound judgment.
Please submit your resume for immediate consideration.
Additional Information
This role is on-site in San Francisco, CA.
Eligible candidates may be asked to provide references; candidates with references are preferred by our clients.
We will consider qualified candidates with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.
California applicants: Privacy notice available on the employer's site.
Employment details
Seniority level: Associate
Employment type: Contract
Job function: Administrative
Industries: Investment Banking
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr