Executive Assistant/Research Coordinator at Career Group

A prestigious finance firm based in the beautiful Presidio is looking for a highly organized and proactive EA / Research Coordinator to join our team. This role will provide key administrative and research support to senior professionals, helping maintain essential systems and processes to drive the firm’s operations. The ideal candidate will have a strong ability to manage multiple tasks efficiently, conduct research, and contribute to both operational and strategic projects.

$150k - 225k + Bonus + Stellar Benefits

Incredible opportunity to join a growing firm that offers career advancement!

Key Responsibilities

• Administrative Support
• Provide day-to-day support to senior team members, managing various administrative tasks and schedules.
• Research Support & Organization
• Assist with ongoing research projects and maintain relevant documents.
• Organize and track research materials, including reports and other key information.
• Support the development of research databases and systems.
• Utilize various tools to assist in data synthesis and analysis.
• Corporate Access & Coordination
• Manage relationships with external contacts and coordinate various corporate activities.
• Assist in organizing logistics for conferences, events, and other industry engagements.
• Track key developments within the firm's areas of interest.
• Project Management
• Help coordinate and execute specific internal projects, including data gathering and analysis.
• Maintain internal documentation systems and ensure knowledge sharing across teams.
• Office Management
• Oversee the day-to-day operations of the office, ensuring smooth functioning.
• Manage office supplies and coordinate with vendors for office maintenance.
• Assist with other office-related tasks as needed.

Qualifications

• Bachelor's degree required
• 2-8+ years of experience in a research or administrative role
• Must have experience in a professional services or investment environment.
• Strong research, organizational, and communication skills.
• Proficiency in Microsoft Office Suite; experience with databases and project management tools is a plus.
• Ability to manage multiple tasks and priorities effectively.
• Familiarity with emerging technologies or research tools is advantageous.

Personal Characteristics

• Strong attention to detail and organizational skills.
• Ability to handle confidential information with discretion.
• Self-starter with a proactive approach and a positive attitude.
• Comfortable working in a fast-paced, dynamic environment.
• Collaborative team player with a flexible mindset.

Work Environment

• Full-time position based in San Francisco.
• In-office presence required (5 days per week)

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

SF: We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San

Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here:

https://careergroupcompanies.com/california-privacy-notice/

Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.