JOB DETAILS

Job Function:

• Organize and schedule a high volume of client and internal meetings/calls and events
• Proficiency in Microsoft Outlook and Microsoft Dynamic preferred
• Manage incoming and outgoing communications, including email, phone calls, and mail
• Take and relay messages accurately, respond as needed
• Provide backup support and phone coverage for other Administrative Assistants
• Manage and book complex point-to-point international and domestic travel - flights, hotels, rental cars, ground transportation, using American Express Travel/Concur
• Provide related information as needed - directions, alternative and back-up options, commuting time, time differences, etc.
• Book travel and ground transportation for client events, roadshows, etc.
• Oversee the processing and submission of complex expense reports on a timely basis
• Partner with the expense reporting assistant to accurately code expenses and provide backup documentation as necessary
• Ensure accuracy and compliance with company policies
• Trouble shoot as needed for missing receipts from hotels, restaurants, etc.
• Proficiency in Concur preferred

Job Requirements:

• Positive can-do and leadership attitude with a desire to effectively complete the necessary tasks of the role
• Diligent – strong attention to detail and accuracy, particularly when under pressure
• Organized – excellent at time management, composure to deal with multiple competing tasks and ensure that everything gets done in a timely manner
• Proactive – anticipates bankers’ needs and looks ahead at what needs to be done on all dimensions
• Good judgment – highly professional and diplomatic
• Trustworthy – highest levels of professionalism and discretion, given high exposure to sensitive and confidential materials and situations
• Flexible – must be able to perform successfully in a fast-paced and changing environment
• Team player – always willing pitch in and help when needed
• Professionalism in presence and demeanor
• Minimum of 7 years experience in a fast paced environment, preferably in the financial services industry
• Technology – proficiency with Word, Excel, and Outlook, Concur, Microsoft Dynamic

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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