Administrative Assistant (Hybrid)
About The Position
We are seeking a detail oriented and service-driven Administrative Assistant to join our team. In this role you will support a growing group of 80+ investment bankers – by managing their expense reports, providing phone support, coordinating travel, and offering responsive, thoughtful support that makes their days easier. The ideal candidate thrives on supporting others, maintains professionalism under pressure, consistently goes the extra mile to provide excellent customer service, and brings a proactive approach to an ever-evolving service and industry. This is more than just a task-based role – we’re looking for someone puts the client experience at the center of everything they do.
Requirements
- Detail-oriented and organized, with a strong sense of follow-through
- Brings a positive, proactive mindset and a genuine desire to help others
- Communicates with warmth, clarity, and professionalism – always aiming to support, not just respond
- Comfortable managing multiple priorities in a fast-moving environment
- Maintains discretion, professionalism, and a client-first attitude
- Takes ownership, solves problems quickly, and looks for ways to improve processes
Nice To Haves
- Experience in customer service or administrative support in finance, banking, corporate support
- Familiarity with expense reporting tools such as Concur, SAP, or similar platforms
- Experience booking and managing domestic and international travel
- Prior experience supporting large teams or working in a fast paced environment
Responsibilities
- Process and review a high volume of expense reports with accuracy and care
- Provide responsive, friendly, solutions-focused phone and email support
- Coordinate domestic and international travel arrangements including flights, hotels, and ground transportation
- Respond to last minute travel requests with speed, professionalism, and precision
- Serve as trusted point of contact for bankers, supporting their administrative needs with a focus on accuracy and customer service
- Collaborate cross-functionally to resolve issues and ensure a seamless experience for bankers
- Ensure compliance with internal policies and follow up on any discrepancies
- Identify opportunities for process improvement and enhance service quality
- Maintain confidentiality, professionalism, and a positive attitude in all interactions
Benefits
- medical
- dental
- vision coverage
- paid time off
- disability insurance
- 401(k) with company match
- life insurance
- other voluntary supplemental insurance coverages
- parental leave
- adoption assistance
- tuition assistance
- employer/partner discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
