Executive Assistant

About the role

WinCorp Solutions is looking for a highly organized and adaptable Executive Assistant to support an investment team for a Fortune 500 financial services client in San Francisco. The role blends high‑volume, process‑driven administrative work with short‑term coverage for investment professionals.

Key responsibilities

• Process high‑volume administrative requests such as expense reporting, research material distribution, and data updates through centralized systems.
• Produce accurate, timely deliverables that meet established service expectations.
• Manage multiple priorities and ensure timely completion of requests.
• Investigate discrepancies, resolve issues independently when possible, and escalate when needed.
• Leverage technology and AI tools to improve efficiency and quality.
• Provide short‑term administrative coverage, including calendar management, travel coordination, meeting support, and expense handling.
• Adapt quickly to individual preferences and varying support needs across teams.
• Maintain clear, concise communication with stakeholders and provide regular updates.

Required profile

• 2+ years of administrative or operational experience.
• Strong attention to detail with a consistent record of high‑quality output.
• Ability to manage multiple tasks and shift priorities quickly.
• Demonstrated learning agility and adaptability.
• Service‑oriented mindset with focus on responsiveness and teamwork.
• Professional written and verbal communication skills.
• Excellent organizational and task‑management abilities.

Required skills

• Familiarity with Concur.
• Experience using FactSet.
• Proficiency with Microsoft Office suite.
• Knowledge of Microsoft Copilot or similar AI productivity tools.