Executive Assistant San Francisco, CA

Executive Assistant to the CFO Board support experience a big plus Hybrid work schedule

Admin - Clerical
McCall Staffing Services - McCall - 10
35 - 40

General Administrative Support

The Assistant provides full administrative support to the CFO and, as directed, may provide support to other members on the team:

  • Calendaring and scheduling, expense reporting, meeting preparation. 
  • Drafts and edits presentations, correspondence, information and reports. 
  • Provides back-up support to other Assistants, colleagues and reception staff as appropriate.

Board Committee Support

The Assistant provides administrative and logistical support to four Board Committees and serves as the administrative liaison to Committee members. These responsibilities include:

  • Organizing meetings, including scheduling, preparing agendas.  
  • Handling all logistical aspects of committee meetings including catering, technology and room set-up, after meeting clean up, and assisting meeting attendees with logistical support as requested. 

Special Projects

Provides administrative and coordination of specific tasks as assigned by the supervisor for ongoing or time-limited projects. Recurring tasks include:

  • Coordinating movement of records to offsite storage or scheduling records for destruction. 
  • Migrating from paper to electronic document storage.
  • Filing annual renewal of Statement of Information with the Secretary of State. 
  • Assembling and coordinating annual mailing of trust tax returns;
  • Assisting the CFO or Controller with document prep and scheduling to have documents notarized.

Meeting Support

Has primary responsibility for managing all logistical aspects of team meetings and retreats as requested by the CFO. Tasks include but are not limited to: vendor negotiation, ongoing communication with speakers and attendees, day-of-meeting management, monitoring expenditures, and final payment of invoices. The Assistant may also be required to take and publish meeting notes as well as follow up with attendees to ensure completion of action items. Creative contributions to planning celebratory events is also helpful.


  • Minimum three (3) years’ experience providing professional support to senior staff and working on a team. 
  • Experience working with boards or other governing entities a strong plus. 
  • Ability to effectively communicate both verbally and in writing. Demonstrated tact and diplomacy in interacting with others; 
  • Produce quality work in a high production, multiple project environment, with strong computer/software skills, including Windows 365, Microsoft Word, PowerPoint, Excel, Teams, and Zoom. 
  • Good decision making and time management skills. 
  • Experience providing support to multiple individuals a plus. 
  • College degree preferred.

Hybrid in-person and remote work 

We will ensure that persons with disabilities are provided reasonable accommodations. 

We are an equal opportunity employer and encourages people of diverse backgrounds to apply.

Job keywords
Executive Level Support