Administrative Skills, Artificial Intelligence (AI), Asset Management, Calendar Management, Channel Strategies, Conferences, Cross-Functional, Detail Oriented, Emerging Technology, Finance, Financial Services, Legal, Logistics, Multitasking, Onboarding, Organizational Skills, Plan Meetings, Process Development, Process Improvement, Professional Services, Project Tracking, Regulations, Risk, Risk Management, Time Management, Travel Planning
LOCATION
San Francisco, CA
POSTED
Today
Administrative Assistant | Compliance & Risk
Our client is a highly regarded, fast-growing firm operating at the intersection of finance, technology, and regulatory excellence. With a strong reputation for integrity and innovation, the organization is investing in scaling its Complianceand Risk Management functions to support continued growth and evolving industry demands.
Hybrid
The Opportunity This is a unique opportunity to step into a newly created, high-impact role supporting the Chief Compliance Officer while helping shape the operational backbone of a fantastic Compliance and Risk team. This is a chance to act as a strategic partner, bringing structure, foresight, and cohesion to a fast-moving, intellectually rigorous environment. The right candidate will play a critical role in building processes, driving efficiency, and elevating how the team operates.
Key Responsibilities
Manage complex calendaring and scheduling for the CCO, ensuring priorities are aligned and time is optimized
Coordinate team meetings, communications, and cross-functional touchpoints to maintain alignment and momentum
Own and streamline the annual compliance manual review process, tracking progress and ensuring deadlines are met
Lead logistics and execution of the annual compliance meeting, including end-to-end coordination
Act as a central hub for team operations, ensuring seamless communication and workflow across a distributed team
Support light travel coordination, primarily for conferences and key events
Identify process gaps and implement scalable solutions to improve team efficiency and effectiveness
Assist in onboarding and supporting team adoption of new technologies, including emerging AI tools
Ideal Background
Minimum 8+ years experience supporting C-suite executives in a professional services environment, ideally asset management, financial services, or legal environments
Prior exposure to Legal or Compliance teams is required
Strong ability to "manage up" and operate as a proactive, strategic partner
Demonstrated success building or improving administrative processes and workflows
Highly organized with exceptional attention to detail and ability to manage multiple priorities simultaneously
Confident communicator with the ability to engage and coordinate across diverse stakeholders
Resourceful, solutions-oriented mindset with comfort navigating ambiguity
High level of discretion and professionalism when handling sensitive information
A 4-year college degree is strongly preferred
This role is ideal for a driven, thoughtful professional who thrives on ownership, enjoys building from the ground up, and is eager to make a lasting impact within a critical function.
We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here.