Admin Coordinator, Municipal Underwriting Desk, Chicago

Location:

About the Job (Job Brief):

Provide general administrative support to a group of financial professionals on the Municipal Underwriting Desk (salespersons traders and bankers). Solve problems that arise act on requests with little direction identify and implement efficiencies for revenue generating teammates improve processes and be the ultimate team player. Compile and analyze internal datasets and produce regular reports to management on outcomes. Assist in the flawless execution of marketing events client meetings and conferences. Act as a point of contact for clients visitors and guests in the office.

Essential Job Functions:

Provide administrative support to the Municipal Underwriting Desk teammates. Responsibilities include but are not limited to:

o Travel coordination and calendar management

o Assist in entertainment arrangements for client events

o Manage expenses and accounting reports

o Track paid time off submit reports and other HR-related actions

o Assist with new issue accounting and back-office tasks on municipal debt offerings as it relates to regulatory and internal compliance efforts

o Provide back-up to new issue administrator during PTO and higher volume periods of time

Coordinate with trading desk sales and public finance teams on marketing events live deal and non-deal roadshows. Responsibilities include but are not limited to:

o Coordinate Investor Visits

o Arrange ground transportation logistics meals and delivery of printed materials

o Effective communication between Sales Team Public Finance Banking Municipal Desk and clients

Assist Public Finance team with conferences:

o Sector-specific conferences throughout the year

o Coordinating with multiple bankers on agendas participants etc.

Assist Underwriting and Sales Managers with Investor database maintenance and reporting

Coordinate client communication research distribution and associated marketing activities

Serve as a point person by registering visitors ordering supplies reserving conference rooms and assisting with onboarding/offboarding

Juggle competing deadlines and priorities

Requirements:

3 years of relative experience

Excellent PC skills in MS Office especially Excel Word and PowerPoint

Excellent written verbal and time-management skills

Ability to work in the office four days per week.

Preferred Qualifications:

Undergraduate degree

Basic knowledge of financial industry

Job-Related Skills

Administrative Support Ability to manage calendars travel expenses and HR-related tasks for a busy financial team.

Event Coordination Skilled in organizing marketing events client meetings roadshows and conferences.

Communication Strong written and verbal communication across teams and with clients.

Time Management Capable of juggling competing deadlines and priorities efficiently.

Data Analysis & Reporting Experience compiling internal datasets and producing reports for management.

Team Collaboration Works effectively with sales trading public finance and compliance teams.

Client Service Orientation Acts as a point of contact for clients and visitors ensuring a professional experience.

Technical Proficiency Advanced skills in Microsoft Office (Excel Word PowerPoint).

Process Improvement Identifies and implements efficiencies to support revenue-generating teammates.

Industry Awareness Basic understanding of the financial industry particularly municipal debt offerings and compliance.

Physical Demands:

Prolonged sitting ability to communicate face to face and on the phone with teammates and clients frequent use of PC/laptop occasional lifting/pushing/pulling of backpacks computer bags up to 40 lbs.

Travel

None to very rare unless a large industry event requires onsite participation

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

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