Executive Assistant to CFO
425 Market St San Francisco, CA 94105 US
Job Description
Responsibilities:
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Ensure exemplary client service and promote a client-centric approach within the department and teams, addressing peer requests aligned with client or firm needs.
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Maintain confidentiality and handle communications to and from the CFO with diplomacy, managing inquiries effectively.
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Assist in managing vendor inquiries and attend to the administrative needs of the CFO, including document preparation and office organization.
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Initiate and collaborate on administrative projects to support the CFO and improve processes.
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Coordinate meeting requests for the CFO, facilitating scheduling and ensuring seamless service for high-level meetings.
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Organize and prepare for staff and organizational meetings, including agenda preparation and logistics coordination.
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Arrange travel for the CFO and assist in various aspects of project planning and implementation.
- Bachelor’s degree strongly preferred.
- Five or more years of executive assistant experience preferred, ideally supporting senior executives or professional services partners.
- Experience in a law firm or professional services environment strongly preferred.
- Strong communication skills, capable of diplomatically interacting with senior management and all levels of firm personnel, representing the CFO professionally.
- Proven ability to maintain confidentiality and handle inquiries into sensitive matters with diplomacy.
- Advanced proficiency in MS Word, Excel, PowerPoint, and Outlook.
- Strong research skills, including electronic searches and database use.
- Excellent organizational skills, able to manage multiple detailed projects simultaneously.
- Ability to analyze needs and prioritize tasks based on business objectives, exercising independent judgment.
- Exceptional attention to detail and commitment to follow-through.
- Capacity to remain composed under pressure and manage conflicting demands.
- Willingness to maintain a flexible work schedule and work overtime as necessary.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.