Job Description

Job Description

Job Description

We are looking for an Office Manager/Executive Assistant to support a small investment firm in Walnut Creek. This person will play a critical role in ensuring the seamless day-to-day operations of the office while providing executive-level support to our leadership team.

 

Key Responsibilities:

This role combines office management with executive support duties, ensuring efficient daily operations and supporting the leadership team. Key responsibilities include:

 

Office Manager/Executive Support Duties:

 

Administrative Operations: Oversee day-to-day office activities, ensuring that all systems and processes run effectively.

Supply Management: Order office supplies, business cards, and other essential materials as needed.

Catering Coordination: Manage daily catered meals for the office, ensuring quality and timely delivery.

Event Coordination: Lead the planning and execution of major company events, such as the annual holiday party and investor conference.

Executive Support

Scheduling: Manage and coordinate complex calendars for executives, including arranging meetings and appointments.

Expense Reporting: Prepare and process expense reports for executives promptly and accurately.

Anticipatory Assistance: Proactively anticipate the needs of executives and the broader team, providing solutions before issues arise.

Required Skills and Qualifications:

Experience: Minimum of 5 years of experience in an administrative, office management, or executive support role.

Independent and Proactive: Ability to work independently, take initiative, and identify opportunities to streamline processes or improve workflows.

Attention to Detail: Highly organized, detail-oriented, and dedicated to completing tasks efficiently and accurately.

Time Management: Proven ability to handle multiple priorities and work well under pressure to meet deadlines.

Communication Skills: Exceptional verbal and written communication skills.

Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Canva, Mailchimp) and familiarity with scheduling and expense management tools

Event Coordination Experience: Experience planning and executing corporate events, such as conferences or parties, is strongly preferred.

 

Must be able to travel a few times a year for conferences.

 

If you are interested in this Office Manager/Executive Assistant role, please apply today!

• Minimum of 5 years of experience in administrative, office management, or executive support roles.
• Ability to work independently, demonstrate initiative, and identify opportunities to streamline processes.
• Strong attention to detail with exceptional organizational skills.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and familiarity with tools like Canva and Mailchimp.
• Experience in event coordination, including planning and executing corporate events.
• Willingness to travel occasionally for conferences and business events.

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