Administrative Assistant

the Client•New York, NY

23d•Hybrid

About The Position

This Administrative Assistant role supports a team of 12 members within a fast-paced financial services environment, with responsibilities extending to providing support to others including expense report preparation. The position involves some project work alongside day-to-day administrative duties. Performance will be measured by the quality and accuracy of work. The role operates within a very supportive admin team and culture, and the contractor will have access to customer data.

Requirements

Experience booking travel
Admin experience
MS Office Suite
Heavy expenses / T&E prep experience
Experience in a fast-paced environment
Excellent attention to detail
Investment banking experience
Front office – client-facing experience
5 years of overall experience
Background in investment banking with client-facing exposure preferred; organized with excellent communication skills

Nice To Haves

Research assistant experience

Responsibilities

Coordinate domestic and international travel as well as hotels, car rentals, car services, etc. with travel agency as requested.
Prepare Travel and Entertainment expense reports for reimbursement using the Coupa expenses system as well as reconciliation of monthly TD Visa Statements for analysts and associates.
Screen phone calls from clients, visitors, and greet clients when required; handle all incoming correspondence.
Assist with scheduling and coordinating meetings and events with other departments across the organization (e.g., Sales, Corporate Access).
Assist in maintaining client database, log phone calls, and emails in CRM as needed.
Maintain research data spreadsheets as specified by senior analysts.