Executive Assistant, Investment Banking

TD Bank•New York, NY

4d•Onsite

About The Position

The Executive Assistant I provides dedicated administrative support to executives and may also provide a broad range of administrative or general office support for a broader team. The role reports to a Managing Director and supports approximately 4–5 Managing Directors, 3 Directors, and 6 Analysts/Associates. The position handles varied assignments of limited complexity, identifies and resolves atypical or infrequent issues, and completes day-to-day, weekly, and some monthly activities with limited supervision and autonomy within well-defined parameters. It may involve sensitive or confidential material requiring discretion. The role requires working-level knowledge of business unit and operational functions, as well as relevant regulatory requirements. The Executive Assistant provides professional administrative service to executives and their contacts, manages schedules and information flow, coordinates meetings and travel, processes expenses, prepares reports and communications, takes meeting minutes, and directs calls and correspondence. The role also supports broader team and office processes as needed. The position is based in New York, New York, and lists 40 hours.

Requirements

Post-secondary education.
At least 2 years of experience.
Proficiency gained through job-related training to perform a range of duties.
Working-level knowledge of the business unit and operational functions, including applicable regulatory requirements.
Ability to manage varied administrative tasks with limited supervision and make decisions within well-defined parameters.
Discretion when handling sensitive or confidential information.
Ability to read, write, and comprehend instructions; perform basic arithmetic; concentrate for long periods; and apply common sense to standardized problems.

Responsibilities

Provide administrative support to executives and broader teams as needed.
Serve as a point of contact among executives, employees, clients, and external partners.
Manage information flow in a timely and accurate manner.
Maintain executives’ schedules and plan meetings, conferences, teleconferences, and travel.
Manage expenses and prepare weekly, monthly, or quarterly reports.
Format information for internal and external communications, including memos, emails, presentations, and reports.
Take minutes during meetings.
Screen and direct phone calls and distribute correspondence.
Support the broader team, including managing office supplies, equipment, and other processes as required.
Prioritize and manage workload to meet service-level and productivity requirements.
Exercise discretion in managing correspondence and apply operating policies and procedures.
Ensure documentation is accurate, reflects business intentions, and complies with relevant rules and regulations.
Escalate non-standard or high-risk activities and identify opportunities to improve productivity and operational efficiency.
Complete due diligence to support the accuracy of activities and comply with the Bank Code of Conduct.
Participate as a team member, support a positive and inclusive work environment, communicate progress and relevant information, and contribute to knowledge sharing and development.