Administrative Assistant III

Administrative Assistant

Investment & Corporate Banking

Work schedule: This role is in the office, Monday thru Friday, 8:30 a.m. to 5:00 p.m.

We’re seeking a detail-oriented Administrative Assistant to support multiple officers and associates in a fast-paced environment. Team player will serve as temporary assistant to the department and collaborate/coordinate with the administrative team as requested.

Responsibilities:

• Coordinate travel arrangements for senior staff including but not limited to ground transportation, flights, hotel accommodation, etc.
  

• Process timely and detailed expense reports via concur for employee reimbursement. Contact venues for lost or missing receipts as needed, follow up with expense processing on status of payments
  

• Schedule and coordinate meetings via outlook, provide officer’s availability as requested. Organize guest passes, catering, etc. if needed
  

• Answer, screen, and route telephone calls; respond to inquiries from internal and external clients and liaise with senior level individuals throughout the Firm.
  

• Communicate Firm policies/procedures to officers and associates regarding client entertainment
  

• Manage general office needs such as ordering supplies and mail distribution as requested
  

Requirements:

• Extensive experience with Concur.
  

• Minimum three years’ experience as an administrative assistant in finance industry preferred
  

• Knowledgeable of Microsoft Office applications, especially Outlook, Word and Excel
  

• Excellent verbal communication and telephone skills
  

• Detail-oriented, personable with a consistent positive attitude
  

• Ability to work in a team environment and handle multiple tasks with little or no supervision
  

• Familiarity with a corporate office environment in terms of professionalism, etiquette, dress
  

• Utilizes good judgement and discretion, maintains the highest level of confidentiality.
  

Skills Required:

• ETIQUETTE
  

• EXCEL
  

• FINANCE
  

• TELEPHONE SKILLS
  

• MICROSOFT OFFICE
  

Additional

• DETAIL-ORIENTED
  

• GENERAL OFFICE CATERING
  

• TRAVEL ARRANGEMENTS
  

• ORDERING
  

• TEAM PLAYER
  

• PAYMENTS