Executive Assistant, Investment Banking

TD•New York, NY

5d•$85,000 - $100,000•Onsite

About The Position

The Executive Assistant I provides dedicated administrative support to executives and may also provide general office support to a broader team. The role reports to a Managing Director and supports approximately 4–5 Managing Directors, 3 Directors, and 6 Analysts/Associates. It involves varied administrative assignments of limited complexity, day-to-day and weekly processes, and occasional monthly routines. The Executive Assistant works with limited supervision and some autonomy within established parameters, escalating unusual items as needed. The role may involve sensitive or confidential information requiring discretion and requires working knowledge of the business unit, operational functions, and applicable regulatory requirements. The position provides professional administrative support and serves as a point of contact for executives, employees, clients, and external partners. Key activities include managing schedules, meetings and travel; preparing expenses and reports; formatting communications and presentations; taking meeting minutes; handling calls and correspondence; and supporting broader office processes. The role also emphasizes accurate documentation, policy and regulatory compliance, discretion, service quality, teamwork, and ongoing professional development.

Requirements

Post-secondary education.
At least 2 years of experience.
Job-related training and proficiency in a range of administrative duties.
Working-level knowledge of the business unit, operational functions, and applicable regulatory issues and requirements.
Ability to work with limited supervision and make decisions within well-defined parameters.
Ability to exercise discretion when handling correspondence and sensitive or confidential information.
Ability to manage multiple tasks and apply sound judgment to standardized situations.
Strong written and verbal communication abilities, including reading, writing, and comprehending instructions.
Ability to manage workload and meet service and productivity requirements.

Responsibilities

Provide high-quality administrative support and professional service to executives.
Act as a point of contact among executives, employees, clients, and external partners.
Manage information flow in a timely and accurate manner.
Plan and manage executives’ schedules, meetings, conferences, teleconferences, and travel.
Manage expenses and prepare weekly, monthly, or quarterly reports.
Format memos, emails, presentations, and reports for internal and external communication.
Take meeting minutes.
Screen and direct phone calls and distribute correspondence.
Support the broader team with office supply inventory, equipment, and other processes as required.
Prioritize and manage workload to meet service-level and productivity requirements.
Exercise discretion in managing correspondence and sensitive information.
Apply operating policies and procedures and ensure documentation is accurate and consistent with business intentions and applicable rules and regulations.
Escalate non-standard or high-risk activities as necessary.
Identify and recommend opportunities to improve productivity, effectiveness, and operational efficiency.
Perform due diligence to support the accuracy of activities and comply with the Bank Code of Conduct.
Contribute as a team member, support a positive and inclusive work environment, communicate relevant updates, and participate in knowledge sharing and cross-training.
Participate in personal performance management and development activities and act as a brand ambassador for the business area and bank.