Related skills
calendar management powerpoint travel coordination expense reporting microsoft excel📋 Description
- Support ECM and Investment Banking leadership with project-focused tasks.
- Manage calendars, meetings logistics, and time-zone scheduling.
- Coordinate domestic and international travel.
- Process expenses efficiently and accurately.
- Update CRM data and produce reports as needed.
- Prepare client invoices and track with accounting.
🎯 Requirements
- A minimum of 3 years of experience as an Executive Assistant.
- Experience in financial services is a strong plus.
- Proficiency with MS 365: Word, Excel and PowerPoint.
- High competency in CRM systems.
- Ability to handle sensitive information with good judgment.
- This role is 100% in-office; five days/week; some travel.
🎁 Benefits
- Competitive salary
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
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