ROLE: Administrative Assistant

LOCATION: San Francisco

REPORTING TO: Managing Director, Portfolio Management Group 

Hall Capital Partners is an independent, privately owned investment advisor and Outsourced Chief Investment Office that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations. Our clients have made extraordinary contributions to business, philanthropy, government, academia, and society, and our investment activities enable our clients to continue these contributions. As of December 30, 2023, we direct more than $43.5 billion of investment assets for our clients and a platform of pooled vehicle investors. Founded in 1994, our approximately 185 employees operate from office in San Francisco and New York.

Role Summary

Hall Capital is seeking a proactive and innovative Administrative Assistant to join our Portfolio Management Group (PMG). This role not only involves traditional administrative tasks, but also offers the opportunity for the right candidate to make an impact by improving and streamlining our current processes. The ideal candidate will be highly organized, detail-oriented, energetic, proactive, have an eye for efficiency, positive attitude, and embody the "no job is too small" philosophy.

This role provides an excellent opportunity to join a world-class organization that values results, creativity, intensity, and transparency.

How You Will Make an Impact

• Provide overall assistance to the PMG team as needed. This may include handling various administrative tasks to support the effective operation of the group.
• Perform heavy calendaring duties for the team, scheduling meetings, and ensuring all schedules are well-coordinated and conflicts are avoided.
• Coordinate all aspects of travel arrangements for team members including flights, accommodation, and transportation.
• Build a strong understanding of the team's goals, operations, and needs. Proactively contribute strategies for efficiencies and help the team in executing tasks effectively.
• Provide specialized administrative support for Managing Directors, including handling sensitive or confidential information and coordinating monthly expense reports.
• Assist with the creation and production of client books, ensuring they are accurate and produced in a timely manner.
• Assist in planning and coordinating events, both internal and client-centered. This includes logistics, venue management, scheduling, and ensuring all necessary resources and equipment are available.
• Be an active member of the Administrative Team, serve as backup Reception as needed.
• Additional duties as assigned.

Who You Are 

• Have a Bachelor’s degree or equivalent education and experience.
• Possess a minimum 2 years of experience as an assistant or in a service focused position.
• Are highly proficient in Microsoft Office, including Outlook, Word, PowerPoint, and Excel.
• Enjoy working in a diverse team environment where accountability, collaboration, and initiative are highly valued.
• Enjoy providing excellent customer service, both internally and externally.
• Possess excellent organization skills and a strong ability to balance time-sensitive priorities while maintaining a high level of attention to detail.
• Demonstrate strong verbal and written communication skills.
• Are able to handle pressure and thrive in a fast-paced, deadline-motivated environment with multiple supervisors.
• Prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement.
• Are flexible and willing to work overtime if needed.
• Welcome feedback and are quick to act on it.
• Are an intellectually curious, creative problem-solver who is not afraid to ask questions.
• Are quick to learn new technologies. Experience with Salesforce or a similar customer relationship management (CRM) platform is a plus.
• Have a background in the financial services industry (not required, but a plus).

You are a Great Fit if the Following Attributes Describe you:

• Accountability & Initiative
• Collaboration
• Diversity, Equity, and Inclusion
• Excellence
• Good Judgement
• Innovation
• Integrity
• Leadership

PAY TRANSPARENCY:

Hall Capital’s expected starting base compensation range for the position as of the time of this posting is $75,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

VISA SPONSORSHIP:

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

CALIFORNIA PRIVACY NOTICE:

Hall Capital’s applicant privacy notice for residents of California is available here: https://hallcapital.com/california-personnel-privacy-notice/

Hall Capital Partners is an equal opportunity employer continually seeking to diversify its staff and will consider all qualified applicants with criminal history in a manner consistent with the requirements of the Fair Chance Ordinance of San Francisco and New York City’s Fair Chance Act.