Executive Assistant

Job title:
Executive Assistant III

This is a potential temp to perm opportunity.

Location:

235 Pine Street, 19th Floor, San Francisco, CA, 94104

Work Schedule:

This role is in the office, Monday thru Friday, 8:30 a.m. to 5:00 p.m.

Job Title: Executive Assistant, Investment & Corporate Banking

College grad a plus but not required.

Summary
:
Provide administrative support to Managing Director(s) and members of their team

• Manage complex calendar(s) via Outlook. Confirm internal and external meetings.
• Schedule meetings with clients and coordinate details such as varied availability, catering needs, guest registration, conference rooms, and video connectivity if applicable.
• Coordinate domestic and int’l travel including flights, hotels, and ground transportation.
• Process, submit and maintain business expenses while following strict adherence to policies. Follow up with appropriate areas for receipts and reimbursement status.
• Function as gatekeeper. Answer phone lines, screen calls, and deliver detailed messages.
• Administer client data in salesforce database (One Banker and Board Ex)
• Assist with communications amongst management and banking division.
• Participate in business unit projects as assigned by management.
• Partner with administrative team; provide back up as needed.
• Oversee general office needs such as ordering supplies and mail distribution.
• Serve as liaison between IT department and business unit for onboarding new hires and troubleshooting purposes.

• Minimum of 3 years of experience within financial services a plus
• Familiarity with Concur, prior experiences with managing travel and expenses.
• Microsoft Word, Excel, Outlook proficiency.
• Exceptional interpersonal and written / verbal communication skills.
• Positive, consistent professional attitude. Works well under pressure.
• Ability to multitask, prioritize, and respond timely in a dynamic environment.
• Attentive to details, extremely organized.
• Adapts well to change, keen sense of urgency, practices conflict resolution.
• Eager to assist with duties and take initiative when called upon on last minute’s notice.
• Team-player – willingness to assist others and collaborate with bankers, IT, HR, etc.

Reports to
:
Administrative Manager

Hours
: 8:30 a.m. to 5:00 p.m.

Location
: 1271 Avenue of the Americas

Banking Americas may expect additional assignments, duties, or responsibilities of this position. Job description is subject to change at manager’s discretion.

We are a premier investment and corporate bank dedicated to delivering innovative capital markets and advisory solutions to corporations, institutional investors and private equity clients. Our deep industry expertise, value-added ideas and best-in-class execution have made us a trusted partner to our clients.