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Investment Group Support Coordinator

AT Capital Group
Capital Group

Investment Group Support Coordinator

San Francisco, CA

"I can succeed as an Investment Group Assistant at Capital Group."

As one of our Investment Group Assistants, you will be a critical safety net for the Investment Managers on our Equity team. You've built a career assisting others and know the level of attention this role demands. You've tested various ways to stay on top of your to-do list, and you've found an ideal method to ensure success. You are a master at creating backup plans and alternative options when unforeseen circumstances arise. You're highly resourceful, composed, and empathetic. You have a way with people. You expertly leverage relationships to coordinate complicated calendars, prepare documents for meetings, make travel arrangements, and contribute to ad hoc projects.

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"I am the person Capital Group is looking for."

  • You have 5+ years of administrative experience supporting multiple executives and senior leaders simultaneously. Financial services industry experience is preferred, but not required.
  • You know that visibility is critical and communicating priorities is paramount.
  • Your sense of urgency is consistent and dependable.
  • You have more patience than most people and you adapt your style according to the needs of your manager.
  • You take a collaborative, considerate, and thoughtful approach to everything you do.


  • You're well-versed in the nuances and complications of booking travel in Concur and managing complex travel arrangements.
  • You're an Outlook expert and have advanced Microsoft skills overall. You regularly fine-tune your craft to become more efficient.

San Francisco Base Salary Range: $81,055-$129,688

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Client-provided location(s): San Francisco, CA, USA
Job ID: Capital_Group-JR1767
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Fitness Subsidies
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • On-site/Nearby Childcare
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • Pension
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)
    • Founder led