Overview
Support senior bankers by managing their calendars, travel, meetings, events and day-to-day administration, while maintaining client relationships and handling confidential matters with discretion.
What you'll do
- Maintain and build rapport with clients and their assistants.
- Demonstrate tact and good judgment in confidential situations and when handling material nonpublic information.
- Answer phones, take accurate messages, know executives' whereabouts at all times, and handle urgent or confidential calls with professionalism and sound judgment.
- Own executives' calendars, schedule in-person, virtual and conference calls, handle meeting conflicts and escalate issues.
- Manage the bankers' internal client relationship database profiles and keep contacts updated via the internal client database and Outlook.
- Coordinate conference rooms, catering and multimedia for meetings.
- Coordinate closing dinners, client outings, virtual events and internal events, with responsibility for all logistics and adherence to firm policies and procedures.
- Arrange all aspects of domestic and international travel, including flights, hotels, rental car and car service, visa applications, travel profiles and necessary approvals.
- Prepare all internal and external itineraries.
- Prepare and submit all expense reports on a timely basis.
- Type correspondence, memos and presentations, and help prepare presentation and meeting materials.
- Coordinate with reprographics and mail services.
- Maintain online folder management, correspondence, documents and files for bankers.
- Leverage firm resources and technology to provide solutions, execute tasks and problem solve.
- Provide backup support for colleagues during vacation or unplanned absences, and assist their managers with phone coverage, travel and other needs.
- Complete ad-hoc projects as requested.
What you'll need
- Graduate.
- Technical skills in Microsoft Office applications, especially Outlook for email, calendar and contacts, plus Excel, PowerPoint, internet and research tools.
- Excellent communication skills.
- Strong attention to detail.
- Solid organization and time management.
- Enthusiastic, positive team player who is willing to help out and works well with colleagues.
- Ability to work in a fast-paced environment and handle multiple tasks concurrently.
- Flexibility to cover different bankers as the group grows or changes.
Details
Read the full description and apply on the company’s own careers page.