About The Position

We are looking for an Executive Assistant to join our Industrials coverage team in our Investment Banking practice in New York. The Executive Assistant will provide dedicated support for Managing Directors, Directors and VPs within the team. This role involves supporting multiple VPs, Directors and Managing Directors with calendar management, expense reporting, and travel coordination. The position requires proficiency gained through job-related training to perform a range of duties, and working knowledge of the business unit/operational functions, as well as regulatory issues/requirements for jurisdictions. The role may also involve the administration of sensitive and/or confidential material requiring discretion.

Requirements

  • Post-Secondary education
  • 2+ years of experience
  • Provides a high level of administrative support ensuring quality service and professionalism at every interaction
  • Acts as the point of contact among executives, employees, clients and other external partners
  • Manages information flow in a timely and accurate manner
  • Requires proficiency gained through job related training to perform a range of duties
  • Has working level knowledge of the business unit / operational functions as well as regulatory issues/requirements for jurisdictions
  • Completes work with limited degree of supervision, has some autonomy to make decisions within well-defined parameters, refers unusual items
  • Role may also be involved with the administration of sensitive and/or confidential material requiring discretion

Nice To Haves

  • Performing sedentary work – Continuous
  • Performing multiple tasks – Continuous
  • Operating standard office equipment - Continuous
  • Sitting – Continuous
  • Concentrating for long periods of time – Continuous
  • Applying common sense to deal with problems involving standardized situations – Continuous
  • Reading, writing and comprehending instructions – Continuous
  • Adding, subtracting, multiplying and dividing – Continuous

Responsibilities

  • Support multiple VPs, Directors and Managing Directors within the team with calendar management, expense reporting and travel coordination
  • Manages executives' schedules by planning and scheduling meetings, conferences, teleconferences, and travel
  • Manages expenses and prepares weekly, monthly or quarterly reports
  • Formats information for internal and external communication – memos, emails, presentations, reports
  • Takes minutes during meetings
  • Screens and directs phone calls and distribute correspondence
  • Supports broader team may manage office supply inventory, equipment, and other processes as required
  • Prioritizes and manages own workload to meet SLA requirements for service and productivity
  • Consistently exercises discretion in managing correspondence
  • Understands and applies operating policies and procedures
  • Ensures documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
  • Escalates non-standard or high-risk activities as necessary
  • Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
  • Ensures necessary due diligence to support the accuracy of all activities
  • Is knowledgeable of and complies with Bank Code of Conduct
  • Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
  • Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit
  • Participates in personal performance management and development activities, including cross training within own team
  • Keeps others informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities
  • Contributes to a fair, positive and equitable environment that supports a diverse workforce
  • Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Benefits

  • health and well-being benefits
  • savings and retirement programs
  • paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
  • banking benefits and discounts
  • career development
  • reward and recognition
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