Job details

Executive Assistant

We are looking for a highly motivated Executive Assistant to join our Investment Banking team. This is an energetic and performance-driven team; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. The Executive Assistant will work closely with senior and junior bankers on a variety of projects and initiatives aimed at improving organization and efficiency.

Qualifications:

A minimum of 3 years’ experience as an Executive Assistant supporting a team in a fast-paced professional environment required. Experience in financial services or the consumer space a strong plus.
Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute.
Excellent organizational and time management skills, and the ability to work under pressure with diverse workloads and little or no direct supervision.
Strong written and verbal communications skills, strong interpersonal skills.
Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
Tech savvy, strong working knowledge of MS Office, and ability to promptly learn to work with other applications. Salesforce experience a strong plus.
A team player with a desire to collaborate with other support team members.
Ability to work overtime as needed.
This role is 100% in-office. Candidates must have the ability to work on site full time, five days per week.

Duties:

1. Perform various duties for the team to contribute to effective and efficient business operations. Duties include, but are not limited to:

Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.;
Coordinating domestic and international travel and meeting arrangements;
Processing expense reports and submitting to accounting for payment;
Compiling reports and analysis for weekly team meetings;
Assisting with PowerPoint presentations and other client materials;
Maintaining department files and managing the record retention process to ensure compliance with industry regulations;
Establishing and maintaining working knowledge of company and division policies and procedures.

2. Support investment bankers with transaction-related tasks, including but not limited to:

Maintaining and updating CRM database with contact, meeting, and deal-related information;
Preparing client invoices and following up with accounting;
Preparing, printing, and binding client presentations;
Composing correspondence of a highly confidential and sensitive nature;
Internal intake, filing, document management, and distribution of confidential client information as part of client engagement process.

3. Assist with planning internal and client-related virtual and in-person events, including on-site coordination when necessary.

4. Perform any other duties as assigned.

$33.96 - $50.94 an hour

Paid hourly at the equivalent of $95,000 to $105,000 annually.

Average salary estimate

$100000 / YEARLY (est.)

min

max

$95000K

$105000K

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What You Should Know About Executive Assistant, D.A. Davidson

Are you an experienced Executive Assistant looking for an opportunity to shine in New York, NY? Join our dynamic Investment Banking team! As an Executive Assistant at our company, you'll play a vital role in ensuring the smooth operation of our fast-paced environment. We’re seeking someone who thrives in a performance-driven culture and has a knack for enhancing organizational efficiency. Your day-to-day will involve everything from scheduling meetings, managing calendars, and coordinating travel arrangements to preparing client presentations and assisting with reports. With at least three years of experience under your belt, particularly in financial services or the consumer sector, you’ll bring proactive problem-solving skills and a solution-oriented mindset that will surely make you stand out. Excellent communication, both verbal and written, is a must, as is a high level of tech savvy with programs like MS Office. If you enjoy being a team player, collaborating with others, and tackling diverse workloads, this role is made for you! Expect to work in the office five days a week where teamwork and professional engagement are at the heart of everything we do. If you're ready to take your career to the next level and thrive in a cooperative atmosphere, we'd love to hear from you!

Frequently Asked Questions (FAQs) for Executive Assistant Role at D.A. Davidson

What does an Executive Assistant do at an investment banking firm?

An Executive Assistant at an investment banking firm like ours is responsible for a mix of administrative and support tasks. This includes calendar management, coordinating meetings, handling domestic and international travel arrangements, processing expense reports, and assisting investment bankers with transaction-related tasks. Your role is crucial in facilitating effective business operations and enhancing team productivity.