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crm excel powerpoint expense management travel coordinationπ Description
- Support ECM and Investment Banking leadership with projects.
- Manage calendars, meetings, and scheduling across time zones.
- Coordinate domestic and international travel.
- Update CRM data and produce reports as needed.
- Prepare client invoices and track with accounting.
- Coordinate events and prepare presentations.
π― Requirements
- 3+ years as EA supporting multiple executives.
- Experience supporting remote or distributed teams.
- Fast-paced, collaborative environment experience.
- Detail-oriented self-starter with strong problem solving.
- Proficient in MS 365 (Word/Excel/PowerPoint) and CRM.
- Onsite full-time role; some travel required.
π Benefits
- Competitive salary
- Medical, Dental and Vision
- 401(k) and ESOP contributions
- Generous sick, vacation, and parental leave
- Paid holidays
- Tuition Reimbursement up to $15,000
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