Executive Assistant Investment Banking
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will provide administrative coordination and support to investment banking professionals. You will arrange complex travel, manage calendars and meetings, maintain contact data, prepare reports and presentations, handle office administration, process invoices, support projects, and train junior administrative team members.
Requirements
- High school education
- Five plus years of office environment experience
- Experience supporting senior-level bankers
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Professional or financial services industry experience
- Verbal communication
- Written communication
- Problem solving
- Critical thinking
- Multitasking
- Confidentiality
- Attention to detail
- Prioritization
- Organization
Responsibilities
- Arrange complex travel itineraries
- Submit expense reports
- Manage calendars and meeting logistics
- Update and maintain contact databases
- Compile and analyze information for reports and presentations
- Prepare reports, charts, graphs, and tables
- Answer phones and greet clients
- Maintain electronic and hardcopy files
- Take meeting minutes
- Create documents and process invoices
- Participate in projects and improve processes
- Train junior administrative team members
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Employer-paid short-term disability insurance
- Employer-paid long-term disability insurance
- Life insurance
- 401(k)
- Profit sharing
- Paid time off
- Maven family and fertility benefit
- Parental leave
- Adoption leave
- Surrogacy leave
- Foster placement leave
- Annual bonus or commission-based incentives
