Senior Administrative Assistant

Support the President & COO, and the Acquisitions team members, with a keen attention to detail and strong organization skills. Manage the day-to-day administrative affairs of the Acquisitions department and ensure accurate reporting of team activity such as LOI issuance, event registration & attendance, call logs, and budget status. Strong understanding and utilization of the Microsoft suite including Excel, Word, and PowerPoint to manage internal templates, documents, and perform other advanced functions quickly, accurately, and efficiently.

Manage multiple tasks with similar urgency by understanding prioritization and demonstrating flexibility. Other duties will include general office administration tasks, such as scanning, filing, copying, mailing, and printing.

• Book and manage travel arrangements – flights, hotels, ground transportation
• Assist with calendar management
• Review and reconcile expenses for report submission
• Manage subscriptions and memberships (Auto News, Banks Reports, AICPA, NADC, etc.)
• Ensure proper tracking of client and prospect meetings
• Prepare hardcopy of select presentation materials (IC Memos, ECR, Interview packets, etc.)
• Assist with board book presentation data as it relates acquisitions updates

• Oversee team calendar; ensure detailed tracking of industry event functions and attendance. Have a good understanding of team whereabouts; travel, remote, scheduled time off.
• Manage team attendance at industry events; confirm and manage registrations and sponsor ships, prepare and deliver marketing materials as needed, monitor and update budget, prepare invitations for co-sponsored dinners and events, research and coordinate reservations and contracts for restaurant and event locations.
• Attend team meetings and organize workload updates - weekly
• Manage Letter of Intent (LOI) distribution and tracking and ensure accurate records in Salesforce. Assist with deal summary preparation as requested
• Compile and produce Weekly, Monthly, and Quarterly Reports as directed to include LOI tracking, marketing budget, and membership tracking
• Assist with reconciliation and submission of expense reports as needed
• Assist with the development and updates of marketing material; prepare presentation materials as requested; manage and update master template
• Manage company website updates including Acquisition team members bios
• Prepare and post content, and track statistics on company Linked In account
• Assist with preparation of Investment Committee Memo
• Other duties as assigned

• Act as a back up to assist with day-to-day office operations to include receiving visitors, handling and referring telephone calls, accepting deliveries, distributing mail, sending overnight packages, maintaining office supplies, and overall tidiness of the office
• Contribute and actively participate in training sessions
• Assist with recruiting and onboarding new employees
• Maintenance of the electronic resource library and corporate templates
• Provide Notary services as needed

Previous Administrative Assistant experience with strong organizational, written, verbal communication and computer skills required. Executive support is a plus. Candidate must have an ability to multi-task with keen attention to detail.

Strong Microsoft Office Suite skills (Word, PowerPoint, Outlook, One Note, and Excel), simple Web publishing, and Salesforce experience preferred. It will be important to have the ability to create charts and ad hoc reports

• Diverse Responsibilities:
  From managing schedules to supporting sales efforts, no two days are the same.
• Team
  
  Collaboration:
  
  Work closely with a…