Executive Assistant

Executive AssistantWho are we?

IEQ Capital is Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, employee-owned company, adhering to the fiduciary standard to put our clients’ interests first. As an employee-owned firm, we focus our efforts on helping clients meet their financial goals, without the distractions and limitations that can arise within much larger organizations. We will continue to originate ideas that capitalize on market opportunities, pool assets to drive cost-savings, and materially co-invest alongside our clients.

The Role

IEQ Capital is looking for a motivated professional to join our Foster City-based team as an Executive Assistant. The Executive Assistant will work closely with the rest of the team to manage important elements of the CEO’s day-to-day responsibilities. Duties and responsibilities include, but are not limited to the following:

• Heavy calendar management; scheduling meetings, anticipating conflicts, booking conference rooms
• Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the CEO’s behalf.
• Facilitate all travel arrangements (air, rail, hotel, car service, etc.)
• Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources, distributing mail, expense reporting, etc.
• Managing the CEO’s calendar, including making appointments and prioritizing the most sensitive matters.
• Lead and manage special projects as they arise on behalf of the CEO and Partners, ensuring progress and completion of high priority projects
• Anticipate the needs of the CEO and determine the best ways to free up their time.
• Coordinate with multiple departments to service client and prospect needs.
• Greet clients and direct them to appropriate conference rooms.
• Coordinate miscellaneous personal items, including but not limited to scheduling medical appointments, making dinner reservations, booking calls or meetings during working hours with third parties, etc.

Qualifications

• 4-5 years of experience supporting Executives and management of the office.
• Candidate must thrive and be able to keep up with an everchanging, fast-paced environment.
• High-level of integrity and intelligence.
• Must be able to think critically, effectively, anticipate issues.
• Must have high attention to detail in all aspects of the role, work quickly and accurately.
• Exceptional organizational and communication skills.
• Good relationship buildings skills both inside and outside of the organization.
• “No task is too small” mentality.
• Bachelor’s degree is required.

Compensation 

The total compensation range for this role, inclusive of base salary and bonus, is $120,000 - $150,000, depending on skills and experience.