Job Description
Position Title: Executive Assistant
Reports To: Admin Team Lead
Department: Administrative
Location: San Francisco, CA
The Firm
Founded in 2008, Serent Capital ( www.serentcapital.com ) is a leading lower-middle market private equity firm focused on investing in founder led, vertically focused B2B technology and tech-enabled services companies with nearly $5 billion of assets under management. We strive to be an involved, value-added investor, capable of providing significant operational and strategic support to our portfolio company CEOs on the most critical issues that they face as the company’s scale.
Our mission is to deliver extraordinary returns by partnering with outstanding executive teams to grow exceptional businesses. Our team is comprised of investment and operating professionals that have experience as executives, strategic advisors, and investors in growing businesses.
Position Summary
The Executive Assistant plays a central role within Serent, by allowing Serent leaders to leverage their time, and by helping to drive the operations of the Firm. The Executive Assistant will successfully perform, in a timely manner, diverse administrative assignments. Successful candidates must be flexible, organized, detail oriented, a team player, responsive, resourceful, and able to complete tasks independently. He/she must be capable of handling confidential information, using good judgement and discernment.
Essential Duties and Responsibilities:
Partner/ Senior Leadership Support
- Manage calendars and schedule meetings for executive(s)
- Ensure supported executive(s) are prepared with all materials and information for meetings, events and interviews
- Assist with travel arrangements/logistics for executive(s)
- Process expense reports for your executives(s)
- Greet clients, visitors, and internal contacts; set up meetings and manage refreshments as needed
- Assist CFO or deal teams on executing documents that require a signature from the Partner
- Assist with various administrative tasks and projects, as needed
- All other duties as assigned by Manager
- Maintain the highest level of confidentiality and discretion in all aspects of the role, protecting sensitive information
- Ability to provide backup coverage for administrative team members as needed
- Occasional personal tasks, <20% of total time (focus on personal work might shift throughout the year)
Admin Team
- Contribute to Admin Team initiatives
- Proactively collaborate with colleagues to recommend the most effective and efficient way to complete tasks
- Apply and share knowledge gained about work processes, resources, and structure with colleagues
- Support Office Manager duties as needed
Firm-Wide Projects
- Lead at least one Firm-wide project each year, such as plan the LP meeting, or the internal reviews process
- Collect and compile Firm-wide data
Qualifications
- Excellent written communication and oral communication skills
- Strong organizational skills, attention to detail and commitment to quality
- Effective interpersonal skills, with an ability to interface with personnel at all levels of the Firm and resolve minor conflicts with peers in a productive and professional manner
- Proficient in MS Office including Outlook, Word, Excel, and PowerPoint
- Working knowledge of forward-thinking office technology
- Ability to work with many different groups of people, all with varying agendas
- Strong sense of urgency, adaptability, flexibility, and resourcefulness
- The ability to function professionally under pressure, while managing multiple concurrent projects and deadlines
- Understands the sensitivity of confidential information and documents and handle sensitive situations with tact, diplomacy, and good judgement
- Able to anticipate needs and act upon requests independently
- Approaches both new challenges and routine tasks with a positive attitude
- Able to work for multiple individuals
- Continual improvement-oriented mindset
Education
BA/BS degree preferred
Seniority Level
Professional
Industry
Private Equity
Employment Type
Full-time, Exempt
Travel
5-10% domestic travel for internal firm meetings across the two office locations.