Executive Assistant - Bay Area

Confidential Search – Executive Assistant

We are partnering with a high-performing investment firm to identify a smart, organized, and personable Executive Assistant to support a Co-Founder & Director of Research. This is a unique opportunity to work closely with a small, driven investment team in a collaborative and friendly environment. The role is fully onsite in Marin, CA
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• Provide dedicated administrative support to a senior executive
• Anticipate scheduling needs and proactively resolve conflicts
• Coordinate calls, meetings, conference room bookings, and Zoom/AV logistics
• Arrange domestic and international travel, including flights, hotels, and ground transportation
• Assist with office operations, document organization, and workflow tracking
• Support onsite team needs, including basic IT troubleshooting
• Partner with an NYC-based EA to ensure seamless cross-office coordination
• Communicate professionally with internal teams, investors, and external partners
• Maintain strict confidentiality while representing the firm with warmth and professionalism
• Assist with investor meeting coordination, offsite logistics, research support, and firm events
• Support the finance team with reimbursements, allocations, and expense tracking

• 2+ years supporting senior executives preferred; finance or start-up experience a plus
• Advanced proficiency in Outlook, Zoom, and office technology
• Exceptionally organized, detail-oriented, and comfortable working under pressure
• Friendly, upbeat, resourceful, and solutions-oriented
• Strong written and verbal communication skills
• Enthusiasm for contributing to a growing, collaborative team