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!
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