Executive Assistant - Charlotte, NC
About The Position
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for Executive Assistant to support the Investment Banking Technology team in Charlotte, NC. The primary objective of this position is to provide a high-level of professional support for the banking team within the Charlotte, NC based Investment Banking group. The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The ideal candidate is a natural team player and works well in a collaborative environment.
Responsibilities
- Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams
- Arrange domestic and international travel itineraries and agendas
- Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
- Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts
- Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast
- Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up
- Maintain discretion in dealing with confidential information and sensitive materials
- Ownership of coordinating internal and external meetings, dinners, and events, both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities
- Ability to perform diplomatically while managing competing priorities and varying banker expectations.
- Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues
- Assist with the on-boarding of new banking team members
- Develop excellent relationships with the external clients and internal partners throughout the company
- Assume other related responsibilities as required or requested
Benefits
- Competitive annual bonus structure in addition to salary
- Work life balance with generous PTO and 10 Federal Holidays
- Hybrid work schedule options are available after 6 months of employment
- Monthly Early Friday departure opportunity throughout the year
- Opportunities for training & professional development, on-demand, throughout the year
- Collaborative and supportive team environment where your contributions are recognized and rewarded
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
