Executive Assistant within investment banking
New York , New York
November 22, 2017
Job Description Branch ID:5100

Pay Rate/Salary: $65000-70000 / Year

Our client is an investment bank located in New York City.

We are a small boutique firm, comprised currently of 2 senior partners and 4 junior professionals. The firm is involved in many high profile sports transactions both domestically and internationally.


The Executive Assistant's (�EA�) role is to provide basic administrative support, primarily to the firm's partners, as well as to oversee and contribute to other areas of the firm as highlighted below:

  • Answering and managing phones/messages/conference calls

  • Calendar management/scheduling, meeting reminders etc.

  • Updating and distributing weekly the �Pipeline� of current and prospective deals

  • Coordinating travel as needed, including air, hotel, car service, etc.

  • Managing the firm's customer relationship management database of contacts by uploading information and meeting notes and occasionally conducting and printing searches generated by the database

  • Overseeing deal and firmwide expenses and coordinating those efforts with the firm's auditor/accountant/bookkeeper etc.

  • Maintaining compliance with FINRA (regulatory body) which entails making sure appropriate documents and reports are filed with FINRA and communicating with our external Financial Operations consultant

  • Working with o/s vendors as needed including Healthcare Insurance/ IT/Telephony/Fedex/ Payroll/Office Supplies and others on an ad-hoc basis

  • Basic filing and office organization as well as being responsible for the look and feel of the office

  • Helping to manage the hiring process primarily for summer intern positions: posting jobs on key websites, coordinating resumes, interviews, etc

  • Basic research as directed (when capacity allows) and other activities ancillary to the above that contribute to the success of the firm

  • The Executive Assistant will be given a great deal of responsibility/autonomy and will be expected to work in a self-directed manner. Work volume ebbs and flows, making it necessary to plan execution for both short and long term projects.


    The ideal candidate should have approximately 3 years of experience as an assistant and possess the following skills/characteristics:

  • positive �can-do� attitude

  • resourcefulness and ability to get things done with limited supervision;

  • strong �follow-up� skills; can be trusted to complete assignments and tasks without being repeatedly reminded

  • ability to anticipate work and be proactive in carrying assignments through to completion

  • excellent communication skills (written and verbal)

  • and an ability to be a self-starter and team-player within a small organization

  • prior experience and a high degree of comfort with basic Microsoft Office usage (word, excel, powerpoint, and outlook)

  • prior experience in the finance industry is preferable but not a requirement

  • On a personal level, the successful candidate has to be intelligent and self�motivated with a good sense of humor and a cheerful disposition. Having an important role in a growing business, the successful candidate must be resourceful and comfortable working in and contributing to a loosely-structured entrepreneurial environment.

    Office hours are from 8:30am � 6pm with no overtime requirements.

    Job Requirements see above

    To apply, please send your resume to heather.hansen@staffmark.com

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