Executive Assistant
Richmond, VA - USA
Job Summary
Location: Richmond VA
We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration pooling expertise and relationships across industries service offerings and geographies. For over 30 years our clients have trusted us to think strategically execute precisely and deliver premium outcomes to help them grow.
We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration we invest in world-class team-oriented individuals who are smart driven and principled those who are eager to be part of something bigger than themselves. When you join Harris Williams you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way. We invite you to learn more about careers at Harris Williams.
The Role:
We are seeking a motivated and detail-oriented Executive Assistant to become the center of communication for a team of investment this role you will keep your team organized and running smoothly managing complex calendars coordinating travel and executing the details behind meetings and conferences. Working closely with our Operating Support Staff and your teammates in a fast-paced environment with constantly shifting priorities you will be a dependable partner who is always ready to pitch in and help the team succeed.
Why This Role is Unique
This is an ideal opportunity to build a career at a premier M&A and private capital advisory firm from a seat at the center of the action. You will work directly alongside investment bankers gain firsthand exposure to the deal process from pitch to close and receive role-specific training designed to set you up for success. Over time you will have the chance to take on special projects streamline how the team works and grow your responsibilities as you grow your skills all within a collaborative one-firm culture that invests in its people.
Core Responsibilities:
- Communication Hub: Operate as the center of communication for your team preparing professional business communications and serving as the point of contact between your bankers and the rest of the firm.
- Calendar Management: Manage complex calendars for multiple executives prioritizing schedules and identifying and resolving conflicts as they arise.
- Logistics & Travel Coordination: Coordinate domestic and international travel arrangements.
- Expense & CRM Management: Prepare accurate timely expense reports and keep the teams CRM current logging client contacts and touchpoints so relationships are well tracked to support business development.
- Meeting & Conference Execution: Plan and execute the details of meetings and conferences including conference room reservations catering audio/video needs and all other essential services.
- Team Collaboration: Work day-to-day with the Operating Support Staff and your teammates pitching in wherever needed to keep the team running smoothly.
Job Specific Competencies Education and Experience:
Required
- 2 years of related experience
- Proficiency in the Microsoft Office Suite (Outlook Word Excel PowerPoint) and Teams
- Ability to manage heavy calendar and contact management responsibilities
- Editing and formatting skills in PowerPoint using templates
Preferred
- Experience managing multiple executive inboxes prioritizing emails and responding on a bankers behalf as appropriate
- General Excel formula capabilities to organize data and build out dashboard requests
- Interest in learning the M&A and private capital advisory deal process from pitch to close
- Familiarity with Concur for expense reporting and CRM systems is a plus as is the ability to learn new tools quickly
- Experience in finance or professional services is a plus but not required
- Comfortable using technology including AI tools to streamline workflows and drive efficiency
Competencies
- Proactive and self-starting: you ask whats next work ahead and exhaust available resources before asking for direction.
- Collaborative and humble: you approach tasks with humility and enthusiasm share ideas and credit and view challenging tasks as opportunities to grow.
- Detail-oriented and accountable: you take pride in your work proofread for accuracy before distributing and seek feedback from your bankers during and after projects.
- Trustworthy and discreet: you maintain confidentiality and handle highly sensitive personal information with sound judgment tact and discretion.
- Intellectually curious: you ask questions to deepen your understanding of the M&A and private capital advisory process and your industry group tracking where your team is in each deal to anticipate needs.
- Clear communicator: you articulate your ideas clearly in writing and verbally stay responsive and acknowledge requests and clarify deadlines.
Our Culture & Growth
When you join Harris Williams you step into a highly collaborative high-expectations environment where individuals are empowered to take ownership and make a visible impact. We value curiosity accountability and a strong team-first mindset.
This is an environment where you will be expected to lean in contribute meaningfully and grow quickly working alongside passionate colleagues who are committed to excellence and continuous improvement.
Additional Information
- Candidates must be authorized to work in the US without sponsorship
- This is an in-office role. Light after-hours email availability is expected.
- This description reflects the core responsibilities of the role but is not intended to be all-inclusive. Responsibilities and focus areas may evolve based on business needs.
Disclaimer: Harris Williams will not accept unsolicited resumes from contingency recruiters. Any such resumes received will not be considered as legitimate submissions and Harris Williams will not pay for the placement of a candidate resulting from the receipt of an unsolicited resume. Furthermore Harris Williams strictly forbids any contingency recruiter from representing the firm in the market without prior consent
Successful candidates must demonstrate appropriate knowledge skills and abilities for a role. Listed below are skills competencies work experience education and required certifications/licensures needed to be successful in this position.
To learn more about these and other programs including benefits for full time and part-time employees visit.
If an accommodation is required to participate in the application process please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and for any registered role the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA) which prohibit the hiring of individuals with certain criminal history.
Required Experience:
IC