Job Description

Job Description

Job Description

The Executive Assistant/Office Manager will have experience working in a fast-paced, deadline-driven environment. This role will have wide visibility, supporting one of our largest offices and engaging daily with key executives. As such, this person should be organized, display excellent communication and people skills, show maturity in handling business and confidential situations, and be detail oriented. The Executive Assistant/Office Manager will have the ability to work independently on projects and should be able to work under pressure at times to manage a wide variety of activities.

We are Aspiriant , a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment where together we achieve more
• Environment supportive of learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

Executive Assistant Responsibilities

• Manage the daily activities of Chief Financial Officer and Chief Client Service Operations Officer, including managing busy calendars, preparing and process expense reports, arranging travel plans, meeting coordination, etc.
• Communicate directly on behalf of Executives with executive level external personnel as well as all levels within the firm
• Work closely and effectively with the Executives to keep them well informed of upcoming commitments and responsibilities, following up appropriately
• Function as secretary to various management committees with a wide range of responsibilities, from drafting agendas to coordinating meetings and organizing minutes and follow-up
• Manage/prioritize multiple projects in a fast-paced environment
• Prioritize conflicting needs; handling matters quickly and proactively
• Consistently meet deadlines with minimal supervision

Office Manager Responsibilities

Management of the San Francisco Office will include:

• Managing one or more Administrative Assistants supporting SF based employees
• Function as a leader among the National Administration team, gathering administrative professionals from across the country
• Work closely with other EA/Office Managers to determine possible procedure/policy changes and rollout nationally when needed.
• Coordinate with the property manager for maintenance needs of the office
• Manage service and office issues when they arise and communicate any procedure changes to the office
• Coordinate office updates/changes with Facilities Manager
• Organize annual Holiday Party and/or Day of Giving events
• Coordinate quarterly employee Community Days
• Oversee/approve office supply purchases
• Review/approve local office invoices

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge:

• Forward thinker, who actively seeks opportunities and proposes solutions

Skills:

• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
• Superior verbal and written communication skills

Abilities:

• Impeccable ability to maintain confidentiality
• Ability to effectively interact with all levels of employees
• Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• Bachelor’s degree preferred
• 3-5 years minimum prior experience supporting C-Level Executives
• Experience in financial services a plus
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Employee management experience preferred
• Professional appearance and positive attitude
• Excellent personal and professional references

Physical Demands and Work Environment:

This role is expected to work in person in our San Francisco office at least 3 days per week. Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging .

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

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