Administrative Assistant/Presentation Specialist

Position: Administrative Assistant | Private Client Team

Location: San Francisco (FiDi)

Schedule: Hybrid

Salary: $100k - 120k Base + Bonus + Salary

Are you the person who catches the typo everyone else misses? Do you thrive in a fast-paced, client-facing environment where precision, organization, and polished presentations are essential?

We're partnering with a highly respected investment management firm to find an exceptional Administrative Assistant to support a high-performing Private Client team.

What You'll Do

• Create and customize sophisticated client presentations in PowerPoint and other platforms, incorporating charts, graphs, formatting, and detailed edits with exceptional accuracy.
• Proofread and edit client materials to ensure every presentation is polished, professional, and error-free.
• Coordinate complex calendars, domestic travel, meetings, and expense reporting.
• Partner closely with senior client-facing professionals to manage priorities and support day-to-day operations.
• Coordinate internal and client meetings, including logistics, conference rooms, catering, and meeting materials.
• Maintain CRM records, prepare recurring client reports, and support a variety of high-impact projects.
• Collaborate across departments including IT, Legal, Communications, Compliance, and Performance teams.

What We're Looking For

• 5+ years of administrative experience supporting senior professionals in a client-facing environment.
• PowerPoint expert with advanced presentation design and formatting skills.
• Exceptional proofreading, editing, and written communication abilities—an English or Communications background is a strong plus.
• Meticulous attention to detail with an "eagle eye" for formatting, grammar, and consistency.
• Tech-savvy and comfortable learning new platforms, including AI tools such as Copilot, Claude, and Gemini.
• Highly organized, proactive, resourceful, and able to manage multiple priorities in a deadline-driven environment.
• Experience supporting financial services or investment professionals is highly preferred.

If you're a polished administrative professional who enjoys creating exceptional client presentations and takes pride in delivering work that's flawless down to the smallest detail, we'd love to connect.