TBG | The Bachrach Group

Executive Assistant (Financial Services)

TBG | The Bachrach Group New York, United States

Reputable investment bank in NYC is seeking an Executive Assistant to support one of the top Executives

The ideal candidate has 5 years of Executive Assistant experience within the banking industry.

The position is paying up to $125K and the company would like to interview ASAP.

Responsibilities:

  • Maintain executives’ calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
  • Editorial Skills: Able to update and edit slide decks (PowerPoint), correspondence, invitations, long form writings. Must have a grasp of editing, file formats and PowerPoint.
  • Solutions oriented: Have the attitude of “I don’t know but I will figure it out”. Someone excited by seeing a whole process and making it more efficient.
  • Understanding of or willingness to learn virtual events platforms. The ability to manage or facilitate a heavy schedule of virtual and in-person events (Boards and Columbia events)
  • Arrange all aspects of travel, keeping travel profiles up-to-date, arrange flights, hotels, rental car
  • Prepare all itineraries
  • Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
  • Maintain filing system, correspondence, documents and personal files for executive
  • Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
  • Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed with phone coverage and other office needs
  • Personal work: Must stay on top of personal appointments and insurance filings making sure they are in order and doctors talk to each other
  • Supporting a team of four: senior advisor, two managing directors and a vice president

Requirements:

  • 5+ years of experience
  • Bachelor's Degree
  • Proficient in Microsoft Office applications, Outlook for email, calendar and contacts, Excel, PowerPoint
  • Excellent communication, writing, judgment, and problem-solving skills
  • Flawless attention to detail as well as excellent organization/time management skills
  • Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues
  • Able to work in a fast-paced environment and handle multiple tasks concurrently
  • Strong analytical skills
  • Ability to work independently with minimal supervision

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Administrative
  • Industries

    Financial Services, Investment Banking, and Investment Management

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