Executive Assistant

Brown Advisory

San Francisco, CA

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JOB DETAILS

SALARY

$60,000–$90,000 Per Year

SKILLS

Accidental Death and Dismemberment (AD&D), Administrative Skills, Calendar Management, Campaigns, Catering Services, Childcare, Communication Skills, Conference Management, Contact Management, Customer Relationship Management (CRM), Customer Support/Service, DNA, Detail Oriented, Endowments, Executive Assistant Skills , Expense Reports, Financial Planning, Fitness, Food Services, Incentive Programs, Insurance, Inventory Management, Investment Management, Investment Strategy, Mail Processing, Menu Development, Microsoft Excel, Microsoft Outlook, Microsoft Word, Organizational Skills, Presentation/Verbal Skills, Purchasing/Procurement, Reimbursement, Reporting Dashboards, Sales, Salesforce.com, Set Goals, Technical Presentation, Telemedicine, Telephone Skills, Time Management, Travel Planning, Vendor/Supplier Relations, Writing Skills

LOCATION

San Francisco, CA

POSTED

Today

Company Overview

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Brown Advisory is currently seeking a customer service oriented individual to fill a need for an Executive Assistant in our San Francisco office. This role is diverse, with responsibilities that include reception coverage, executive support, processing mail, vendor and inventory management, assistance with food service, and events. This is a full-time on-site position.

Essential Functions/Responsibilities include but are not limited to:

Executive Assistant Responsibilities

Coordinate communications, including taking calls, responding to e-mails and interfacing with vendors, clients and other firm leaders
Proactively assist and anticipate the needs of the Office Head
Prepare internal and external corporate documents for team members
Maintain calendar for Office Head, schedule meetings and appointments, manage travel itineraries, and submit expense reports
Prepare meeting rooms, establish conference calls, and prepare technology for presentations
Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales opportunities, and event information
Assist broader team as needed

Reception Responsibilities

Operate a multi-line switchboard and transfer calls
Maintain proper appearance of reception and entry way
Greet clients and guests as they arrive; contact employee(s) for arrival

Mailroom and Documentation Handling Responsibilities

Process and distribute incoming mail on daily basis in line with firm procedures
Manage incoming and outgoing packages
Manage office supply inventory, purchasing and vendor escalation
Receive all incoming mail, deliveries and communicate scheduling with couriers

Internal and External Catering Responsibilities

Schedule and assist with setup of conference rooms before/after meetings
Manage food service inventory
Develop and maintain vendor relationships
Create menus and place catering orders
Keep shared colleague space/kitchens well stocked, cleaned, and organized
Coordinate internal and external events

Qualifications:

3+ years administrative support experience
Bachelor's degree preferred
Ability to provide excellent client service
Illustrates tact, discretion and good judgement when handling sensitive and confidential information
Knowledge of MS Word, Excel and Outlook
Superior written and oral communication skills
Ability to set goals and meet deadlines
Some evening event coverage required
Professional demeanor
Highly organized and detail oriented
Ability to work in San Francisco office location

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Salary: $60k-90k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Executive Assistant

Brown Advisory

San Francisco, CA

About the Company

Brown Advisory

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