Public Finance Executive Assistant

D.A. Davidson • Salt Lake City, UT

1d • Onsite

About The Position

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary : Seeking a dedicated executive assistant to provide comprehensive administrative support to a team of public finance bankers working in a fast-paced, high-energy environment. Daily responsibilities including meeting coordination and scheduling, event planning, document preparation, and helping the team adhere to compliance policies and procedures.

Requirements

• Strong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills to effectively execute normal daily functions of the position.
• Proven track record of success in a fast-paced and collaborative environment.
• A self-starter with acute attention to detail, and superior critical thinking and problem-solving skills.
• Time management and organizational expertise, with the ability to prioritize a diverse workload.
• Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.
• Ability to multi-task and prioritize job assignments and have solid organizational skills.
• Strong communication and interpersonal skills.
• Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
• Ability to work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations.
• Ability to learn and comply with FINRA, SEC and MSRB regulations, as well as company and division operations, policies and procedures.
• Ability to work overtime as needed.

Nice To Haves

• 5+ years of executive administrative work history is preferred.

Responsibilities

• Coordinate and schedule large meetings with both internal and external parties.
• Maintain calendars and coordinate events for our internal team.
• Prioritize all incoming correspondence and email messages for the banking team keeping strict confidentiality.
• Coordinate internal communications.
• Establish and maintain a positive working relationship with the sales team and trading desk to assist them in selling public finance issues.
• Plan and coordinate various events throughout the year. Includes booking venues, ordering swag, coordinating guest lists.
• Help maintain the team’s marketing strategies on various social media platforms, and work closely with our marketing team to ensure timely and relevant distributions of marketing campaigns.
• Gather/maintain data and research material from the Internet, including reports, industry publications, and public records from government organizations for the banking team business development and customer relation purposes.
• Printing and binding documents for various presentations.
• Coordinate payment of underwriting expenses and invoice distribution.
• Gather and submit expense reports for the team.
• Perform any other duties as assigned.

Benefits

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed