Executive Assistant - TMT

Jefferies
San Francisco
Workplace: OnsiteFull timeUSD 100,000 - 120,000 annuallyFunction: Administration & Executive AssistanceExperience: 5-10 yearsSkills: ["Organization","Attention to detail","Proactive problem-solving","Integrity","Written and verbal communication"]

Support Investment Banking professionals by managing complex calendars, prioritizing meetings, and coordinating internal and external appointments across multiple time zones. Arrange heavy domestic and international travel logistics, including flights, hotels, and ground transportation. Process expense reports in Concur and maintain/update executives’ CRM records with client information and meeting notes, ensuring seamless day-to-day coverage in a fast-paced environment.

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FursaFursa
Jefferies
Jefferies
3 days ago

Executive Assistant - TMT

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Support Investment Banking professionals by managing complex calendars, prioritizing meetings, and coordinating internal and external appointments across multiple time zones. Arrange heavy domestic and international travel logistics, including flights, hotels, and ground transportation. Process expense reports in Concur and maintain/update executives’ CRM records with client information and meeting notes, ensuring seamless day-to-day coverage in a fast-paced environment.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Support investment bankers from senior to junior levels.
  • •Manage complex calendars, prioritize meeting requests, and coordinate appointments across time zones.
  • •Arrange heavy domestic and international travel logistics, including flights, hotels, and ground transportation.
  • •Process expense reports using Concur.
  • •Maintain and update executives’ CRM system with client information and meeting notes.
Travel: Extensive travel

Pay and Benefits

Salary: USD 100,000 - 120,000 annually
Perks:Health InsuranceDentalVision401kLife InsuranceAccident InsuranceDisability InsuranceWellness StipendPaid LeavePaid HolidaysParental Leave

Key Requirements

  • •Five to 10+ years of administrative experience supporting professionals in investment banking or financial services.
  • •Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
  • •Experience using Concur and CRM platforms preferred.
  • •Demonstrated integrity and professionalism.
  • •Strong written and verbal communication plus high attention to detail and proactive problem-solving.
Experience:5-10 yearsFinancial servicesInvestment banking
Skills:OrganizationAttention to detailProactive problem-solvingIntegrityWritten and verbal communication
Tech Stack:ConcurCRMMicrosoft Office SuiteOutlookWordExcelPowerPoint

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn