Executive Assistant Job at StevenDouglas, Santa Rosa, CA

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  • StevenDouglas
  • Santa Rosa, CA

Job Description

Our client is seeking a highly organized, proactive, and discreet Executive Assistant to support a dynamic and fast-paced Investment team . This individual will play a critical role in ensuring seamless day-to-day operations, managing complex schedules, coordinating internal and external communications, and supporting project and transaction logistics. The ideal candidate will have exceptional attention to detail, excellent judgment, and the ability to thrive in a high-pressure, confidential environment.

Key Responsibilities:

  • Manage complex calendars, scheduling meetings across multiple time zones and with high-level executives, investors, and portfolio company leadership
  • Coordinate travel arrangements, including flights, hotels, car services, and detailed itineraries
  • Prepare and process expense reports in a timely manner using internal systems
  • Handle confidential and sensitive information with discretion and professionalism
  • Assist in the preparation of presentations, reports, and materials for meetings and investor communications
  • Serve as a liaison between internal team members, portfolio companies, investors, and external partners
  • Track and manage key deadlines, meetings, and deliverables related to deal flow, fundraising, and operations
  • Support special projects including transaction execution, due diligence coordination, and team offsites/events
  • Maintain organized filing systems for contracts, NDAs, investor correspondence, and other key documentation
  • Provide general administrative support to ensure smooth and efficient team operations

Qualifications:

  • Bachelor's degree preferred
  • Minimum of 5 years of experience supporting senior executives; experience in private equity, investment banking, or a similar fast-paced financial services environment is highly preferred
  • Exceptional organizational skills and a proven ability to manage multiple priorities with accuracy and efficiency
  • Discretion and sound judgment when handling confidential information
  • Excellent verbal and written communication skills
  • Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with CRM and expense management systems a plus
  • Comfortable working independently and as part of a collaborative team

Additional Attributes:

  • Professional demeanor and strong interpersonal skills
  • Ability to anticipate needs and take initiative
  • Flexible and adaptable in a rapidly changing environment
  • High degree of reliability, accountability, and follow-through

Compensation:

A competitive compensation package, including salary, discretionary bonus, and benefits, will be offered based on experience.

Job Tags

Flexible hours,

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