A Culture of Excellence, Integrity, and Lasting Relationships

The position will provide administrative and clerical support primarily to the San Francisco investment team and others in the office, handling a broad range of duties from routine to complex in nature. Duties include preparing expense reports, making travel arrangements, scheduling appointments, preparing external/internal correspondence, screening telephone calls and visitors, coordinating meetings and receptions, preparing client and prospect presentation materials, and maintaining/filing documents. Individuals may be involved in coordinating and producing sensitive reports and analyses.

This position will provide administrative support to Senior Portfolio and Client Service Managers and their support staff. The Sr. Administrative Assistant is expected to carry out multiple administrative duties and provide exemplary communication between the executives’ office, management, and external resources. The Sr. Administrative Assistant provides the highest level of administrative support by conducting research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.