Job Details

$75,000.00/yr - $90,000.00/yr

Position

Executive Assistant

Salary

Base salary $75,000 - $90,000 annually plus a bonus program

Employment Type

Full-time

About Us

US Capital Global is a full-service global private financial group headquartered in San Francisco. We specialize in providing sophisticated debt, equity, and investment solutions to middle-market companies and investors around the world.

Role Overview

We are seeking a motivated and detail-oriented Executive Assistant with a strong background in sales and finance to support our bankers. The ideal candidate will be a proactive, organized, and effective communicator who excels in a fast-paced environment. This role offers a unique opportunity to assist in both administrative and sales operations, supporting our executive team and contributing to business growth.

Responsibilities

• Manage executive calendars: schedule meetings, appointments, and provide timely reminders, prioritizing sales and business development activities.
• Sales coordination: assist with tracking sales opportunities, manage the sales pipeline, and ensure seamless communication between the sales team and executives.
• Coordinate meetings and travel: organize meetings and handle travel logistics.
• Lead generation and follow-up: support sales by identifying and engaging new leads, preparing follow-up emails, and ensuring timely communication with prospects.
• Prepare materials: organize and review meeting agendas and documents, ensuring all materials align with business development goals.
• Client relationship management: assist in maintaining and nurturing relationships with clients and prospects, ensuring seamless communication and satisfaction.
• Hybrid work environment.
• Opportunity to travel nationwide for company events.
• Opportunity to gain experience in finance, sales, and administration.

Minimum Qualifications

• Bachelors degree is required.
• Sales and/or financial services experience strongly preferred.
• Preferably 1+ year of executive assistant experience.
• Proficiency in Microsoft Office and CRM tools like Salesforce.
• Excellent written and verbal communication skills.
• Ability to quickly adapt to new systems and tools.
• Highly self-motivated and detail-oriented.

Job Details

Seniority level: Entry level

Employment type: Full-time

Job function: Administrative, Sales, and Finance

Industries: Investment Banking and Financial Services