Experienced Administrative Assistant/Office Manager – Equity Sales & Trading (Boston, Massachusetts)
About The Position
Evercore ISI is looking for an Administrative Assistant to help support a team of 5 senior salespeople and 3 traders. The ideal candidate is a highly motivated and organized individual with a strong work ethic, excellent communication skills and a positive attitude. Teamwork and responsiveness are key but working independently is also essential. This individual should be able to multi-task in a fast-paced environment and be comfortable working with all members of the Sales, Trading, Research. Events and the administrative teams. This position is in Boston.
Requirements
- Ability to prioritize multiple tasks with attention to detail
- Excellent communication and interpersonal skills
- Strong organizational skills
- Technologically savvy including proficiency in Microsoft Office, Zoom and familiarity with CRM systems
- Knowledge of Concur & Workday is strongly recommended
Nice To Haves
- Industry exposure is a plus, but not required
Responsibilities
- Supporting Sales in day-to-day client interaction
- Coordinating marketing and corporate access events
- Recording and updating client interactions in Client Relationship Management tool
- Ensuring client reporting accuracy and submission in a timely manner
- Managing schedules for the sales team
- Arranging travel and entertainment (international and domestic)
- Answering phones for salespeople
Benefits
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
- 401(k) Retirement Plan
- Life and disability insurance, including additional voluntary financial protection insurance
- Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
- Family-building and family-support benefits
- Paid parental, caregiver, marriage and bereavement leave
- Commuter benefits, health club membership discounts, and other corporate discounts
- Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
