Executive Assistant - TMT

Posted 7 Days Ago
San Francisco, CA, USA
In-Office
100K-120K Annually
Expert/Leader
Financial Services
The Role
Provide high-level administrative support to investment bankers by managing complex calendars, coordinating meetings across time zones, arranging domestic and international travel, processing expense reports in Concur, and maintaining CRM records. The role requires strong organization, discretion, communication, attention to detail, and proactive problem-solving in a fast-paced investment banking environment.
Summary Generated by Built In

Job Summary

We are seeking a highly organized detail oriented Executive Assistant to provide support within our Investment Banking division. Looking for a proactive, resourceful candidate.  Being able to manage multiple priorities in a fast-paced environment.  This role is essential in ensuring seamless day-to-day expenses and travel for Investment Bankers.

Primary Responsibilities
JOB DESCRIPTION

  • Supporting Investment bankers from senior to junior level.
  • Manage complex calendars, prioritize meeting requests, and coordinate internal/external appointments across multiple time zones.
  • Arrange heavy domestic and international travel logistics, including flights hotels, and ground transportation.
  • Process expense reports using Concur.
  • Maintain and update executives CRM system with client information and meeting notes.
  • Hours are 8 am- 5 pm 

Required Background/Skills:

  • Five to 10 plus years of administrative experience, supporting professionals in Investment Banking or Financial Services.
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).  Experience using Concur and CRM platforms is preferred.
  • Demonstrates a high level of integrity and professionalism.
  • Strong written and verbal skills.
  • Highly organized, with attention to detail and a proactive approach to problem-solving.

Primary Location Full Time Salary Range of $100,000 - $120,000, overtime eligible

#LI-DNI

About Us

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.


Skills Required

  • Five to ten-plus years of administrative experience supporting professionals in investment banking or financial services
  • Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
  • High level of integrity and professionalism
  • Strong written and verbal communication skills
  • Highly organized, detail-oriented, and proactive approach to problem-solving
  • Experience using Concur
  • Experience using CRM platforms

Jefferies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.

  • Strong & Reliable Incentives Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
  • Parental & Family Support Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
  • Wellbeing & Lifestyle Benefits Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.

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The Company
HQ: New York, NY
6,435 Employees
Year Founded: 1962

What We Do

Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.

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