Executive Assistant and HQ Associate

Position: Executive Assistant and HQ Associate

Location: San Francisco (Hybrid)

Salary: $95,000 - $115,000 annually (based on experience) + bonus program

Employment Type: Full-time

About Us:

US Capital Global is a full-service global private financial group headquartered in San Francisco. We provide sophisticated debt, equity, and investment solutions to middle-market companies and investors worldwide. We pride ourselves on a collaborative, high-performance environment where every team member contributes to the company’s growth and success.

Role Overview:

We are seeking a motivated, detail-oriented Executive Assistant and HQ Associate to support our executive team and events initiatives. This hybrid role blends high-level administrative support with hands-on event support. The ideal candidate is highly organized, proactive, and excels in fast-paced environments. This is a unique opportunity to gain experience across executive support, sales operations, and marketing events, with opportunities for national travel.

Executive Assistant and HQ Associate Duties and Responsibilities:

Executive & Administrative Support

• Manage day-to-day of the COO’s office, which may include other executives/advisors.
• Maintain calendar; arrange meetings, appointments, receptions, and conference calls; provide reminders.
• Act as the primary point of contact between executives and internal/external clients, prospects, and investors.
• Coordinate and attend certain offsite meetings, special events, and conferences.
• Arrange, prepare, and review materials and correspondence for meetings.
• Coordinate travel arrangements; prepare and distribute schedules/agendas for travel.
• Process and follow-up on Virtual Requests.
• Assist in office management, general administration, office assignments for bankers at HQ and other logistical support.
• Overall tech supervision and IT support for systems integration.

Corporate Development / Deal Support

• Participate on calls and meetings with C-level prospects (including CFOs, CEOs, investment partners, PEGs, banks, hedge funds); take meeting note summaries and follow up on action items as needed.
• Assist and support cross-functionally; act as a liaison across departments (investment teams, marketing, operations/legal, etc.).
• Support client/prospect and investor/vendor relationships, including interfacing, client care, and attending meetings with clients/investors.
• Assist in all phases of business marketing and PR for Corporate and investment programs.
• Origination of new business, including new prospect lead generation from events and other initiatives
• Initiate, support, and develop business developmentprojects.
• Manage LinkedIn, Salesforce, and other enterprise marketing systems for COO’s office and other key parties.

Events & Event Management

• Collaborate with cross-functional teams to plan and execute marketing events, including trade shows, conferences, product launches, webinars, workshops, and other promotional activities.
• Develop and support USCP’s event participation and event management.
• Develop and support house-originated sponsors, including negotiating with sponsors for events
• Arrange, attend, and represent the company at local and national seminars and events.
• Liaise with event vendors, venues, caterers, and other suppliers to negotiate contracts, secure services, and manage logistics.
• Develop and execute marketing campaigns and promotions to generate interest and attendance at events, leveraging both online and offline channels.
• Coordinate all event logistics, such as transportation, signage, promotional materials, and on-site staff requirements.
• Collaborate with the creative team to develop event materials, presentations, and collateral that align with the company's branding and messaging.
• Manage event registration, ensure a smooth check-in process, and monitor the overall attendee experience to maximize satisfaction.
• Analyze the success of events through key performance indicators, gather feedback, and make recommendations for continuous improvement.

Ad-Hoc & General

• Assist in ad-hoc reports and special projects as needed.
• Any other related duties, as may be required from time to time.

Qualifications:

• Bachelor's degree in Marketing, Communications, Business, or a related field.
• Proven experience in event planning and executive assistance.
• Strong project management and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficiency in event management software and marketing tools.
• Creative thinking and problem-solving skills.
• Ability to work under pressure and meet tight deadlines.
• Flexibility to work evenings and weekends as required for events.
• Travel is required for this role.