Executive Assistant - Investment Banking
Executive Assistant - Investment Banking
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Job Description
Investment Banking Charlotte
Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship learning resources and clear career paths. Support the team in administrative tasks client relations marketing and talent development.
The role involves managing calendars arranging meetings handling travel arrangements and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers requiring confidence proactive thinking organizational skills analytical and technological competencies and adherence to confidentiality protocols.
As an Executive Assistant you will be:
Managing and coordinating various calendars and synchronizing conflicting schedules for team calls meetings and events.
Coordinating with the Conference Center team to reserve conference rooms and catering for internal and external meetings / events catering locations vendors etc.
Arranging domestic and international travel including preparing personalized itineraries; staying current and knowledgeable on all Travel policies procedures and changes.
Preparing processing submitting and tracking expenses for designated bankers; staying current and knowledgeable on all Travel policies procedures and changes.
Supporting business development and client activity for senior bankers including meeting scheduling creating and sending NDAs supporting logistics for industry events and assisting with deal management throughout the process.
Focusing on building strong relationships with bankers and peers through collaborative efforts and teamwork.
Maintain data integrity with accurate Salesforce entries and continuous data clean ups.
Working with Mailroom staff to organize and prepare packages for overnight shipping.
Covering for other assistants in their absence.
Representing Baird in a professional manner both internally and externally through telephone and in-person contact with clients. Provide general organizational assistance and various other duties as assigned.
What makes this opportunity great:
Opportunities to work alongside the best in the business building a compelling career.
An energetic environment that fosters professional growth and development.
A team of associates who are passionate about achieving great results for clients and giving back to the community.
A unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and partnership.
What we look for:
A high school diploma or equivalent education is required.
At least 5 years of proven administrative experience ideally within a financial setting.
Ability to coordinate complex calendars and manage diverse schedules for multiple Bankers.
Detail-oriented with strong organizational skills capable of prioritizing multiple tasks simultaneously.
Must be a proactive quick-thinking self-starter with excellent problem-solving abilities.
Ability to work independently while maintaining speed and accuracy.
Professional demeanor complemented by strong oral and written communication skills.
Proficient in Microsoft Office applications.
Experience with travel/expense systems (Concur) is preferred.
Familiarity with CRM systems (Salesforce) is preferred.
Experience with AI technologies (such as Copilot ChatGPT etc.) is a plus.
Additional Information:
Hybrid opportunity: in office days Tuesday Wednesday Thursday; remote days Mondays Fridays. Subject to change based on business need.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Employment Type
Full-Time
