Administrative Virtual Assistant

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Advisors, operations, compliance and technology teams total roughly 870 people. Quarter-end is busy, and everyone helps with client review prep.

Position summary

The Administrative Virtual Assistant supports the CEO and COO with calendar management, travel, meeting prep and a steady stream of confidential work. Reports to the CEO and works closely with the leadership team and board. Fully remote. You can work from anywhere in the US.

Day to day

• Book domestic and international travel with detailed itineraries
• Plan offsites and leadership events, including venues, catering and agendas
• Coordinate quarterly board meetings, including decks, logistics and minutes
• Screen calls and emails and handle what can be handled without the executive
• Track action items from leadership meetings and follow up on deadlines
• Process expense reports in Concur or Expensify
• Manage complex calendars across time zones, including frequent last-minute changes
• Draft correspondence and presentations in the executive's voice

What you need

• 2+ years supporting C-level or senior executives
• Experience booking international travel
• Calm, organized and quick to reprioritize
• Expert in Outlook or Google Calendar for complex scheduling
• Strong writing and editing skills

Preferred qualifications

• Notion, Asana or monday
• Event planning background
• Experience supporting more than one executive at once
• Certified Administrative Professional (CAP)

Compensation and benefits

• Health savings account (HSA) with employer contribution
• 401(k) with a 100% match up to 5%
• 11 paid holidays
• Referral program

We are an equal opportunity employer. If you need an accommodation during the application process, let us know.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

We read every application and reply within about a week.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sacramento Investment Partners, Inc..