Overview
Executive Assistant, Private Wealth Team Jobs in San Francisco, California, USA at NEPC, LLC
Level:
Executive Assistant (5+ years of related experience)
Location:
Boston, MA
Qualifications:
Seasoned Executive Assistant with 5+ years of experience providing high-level administrative support to
senior leadership
and the Private Wealth consulting team.
Demonstrated proficiency
in Microsoft Office Suite, with particular expertise in PowerPoint, Word, Excel, and Outlook. Proven ability to manage complex calendars, coordinate domestic and international travel, and prepare accurate and timely expense reports (Concur). Skilled in representing executive-level staff with
professionalism
, discretion, and sound judgment while handling highly confidential and sensitive information.
Exhibits a high degree of initiative and the ability to operate both independently and collaboratively within team environments, including the Private Wealth and Administrative teams. Strong alignment with organizational goals and team objectives. Familiarity with Ultra-High Net Worth investment consulting preferred. Bachelor‘s Degree Required.
Core Competencies &
Soft Skills:
Anticipates team needs proactively Strategic, solutions-oriented mindset Exceptional verbal and written
communication skills
Strong
project management
and
multitasking
/prioritization abilities Highly
organized and detail-oriented
Highly proficient in PowerPoint, Word, Excel and Outlook Demonstrates strong follow-through and accountability Adaptable in
fast-paced
, high-demand environments Adept at
building relationships
across all levels of the organization
Private Wealth Team Responsibilities:
Provide comprehensive administrative and executive support to a 10-person consulting team, including scheduling,
meeting coordination
, and material preparation Lead the organization and facilitation of internal and client meetings, including agenda creation,
logistics coordination
, and material distribution Track and support consultants‘ attendance at industry conferences and related travel Maintain accurate and
up-to-date
client records and data tracking in Backstop and other internal systems Arrange travel and manage itineraries for assigned consultants, ensuring seamless trip execution Support firm-wide and team-specific initiatives as needed Prepare and submit monthly expense reports for assigned consultants Manage and oversee special projects
Administrative Team Responsibilities:
Act as a
collaborative
member of the broader Administrative Team, providing backup and shared responsibilities, including phone coverage and mail distribution Prepare, print, bind, and ship presentation materials and other client deliverables as requested by Consultants or Consulting Analysts Assist with PowerPoint production and formatting in support of team presentations Participate in and support company-wide initiatives and administrative operations Maintain a high standard of responsiveness,
professionalism
, and
attention to detail
in all administrative functions
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Title: Executive Assistant, Private Wealth Team
Company: NEPC, LLC
Location: San Francisco, California, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Business Administration), Business (Office Administrator/ Coordinator, Business Administration)
