We are looking for a highly motivated Executive Assistant to join our Investment Banking team. This is an energetic and performance-driven team; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. The Executive Assistant will work closely with senior and junior bankers on a variety of projects and initiatives aimed at improving organization and efficiency.
Qualifications:
- A minimum of 3 years’ experience as an Executive Assistant supporting a team in a fast-paced professional environment required. Experience in financial services or the consumer space a strong plus.
- Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute.
- Excellent organizational and time management skills, and the ability to work under pressure with diverse workloads and little or no direct supervision.
- Strong written and verbal communications skills, strong interpersonal skills.
- Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
- Tech savvy, strong working knowledge of MS Office, and ability to promptly learn to work with other applications. Salesforce experience a strong plus.
- A team player with a desire to collaborate with other support team members.
- Ability to work overtime as needed.
- This role is 100% in-office. Candidates must have the ability to work on site full time, five days per week.
Duties:
- Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.;
- Coordinating domestic and international travel and meeting arrangements;
- Processing expense reports and submitting to accounting for payment;
- Compiling reports and analysis for weekly team meetings;
- Assisting with PowerPoint presentations and other client materials;
- Maintaining department files and managing the record retention process to ensure compliance with industry regulations;
- Establishing and maintaining working knowledge of company and division policies and procedures.
- Maintaining and updating CRM database with contact, meeting, and deal-related information;
- Preparing client invoices and following up with accounting;
- Preparing, printing, and binding client presentations;
- Composing correspondence of a highly confidential and sensitive nature;
- Internal intake, filing, document management, and distribution of confidential client information as part of client engagement process.
1. Perform various duties for the team to contribute to effective and efficient business operations. Duties include, but are not limited to:
2. Support investment bankers with transaction-related tasks, including but not limited to:
3. Assist with planning internal and client-related virtual and in-person events, including on-site coordination when necessary.
4. Perform any other duties as assigned.
Top Skills
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.
We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
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