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Administrative Assistant, Investment Banking - job 1 of 2

Job Description:


Job Description

We are looking for a highly motivated Administrative Assistant to join our Investment Banking team in Chicago, IL. This is an energetic and performance-driven team; the Administrative Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. The Administrative Assistant will work closely with senior and junior bankers on a variety of projects and initiatives aimed at improving organization and efficiency.
Experience and Skills:

Qualifications:
  • Must be pro-active and solution-oriented: be the first to notice problems, propose solutions, and help execute
  • Excellent organizational skills with the ability to work under pressure with 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
  • Strong working knowledge of MS Office, specifically Word, Excel and PowerPoint, and ability to work with or promptly learn to work with Concur Expense application, and a CRM database
  • Ability to work overtime as needed
  • Ability to perform duties with a high level of reliability while working remotely.
Duties:
Perform various duties for the team to contribute to effective and efficient business operations.
Duties include, but are not limited to:
  • General office management, including ordering supplies, handling maintenance calls, and greeting visitors.
  • Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.
  • Coordinating travel, including airfare, hotels, ground transportation, and meeting spaces.
  • Maintaining and updating database with contact, meeting, and deal-related information.
  • Communicating with internal teammates and external clients.
  • Processing expense reports and submitting for payment in a timely manner.
  • Preparing client invoices and following up with the accounting department.
  • Preparing, printing, and binding client presentations.
  • Internal document management and distribution of confidential client information as part of client engagement process.
  • Establishing and maintaining working knowledge of company and division policies and procedures.
  • Perform any other duties as assigned.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies

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CEO of D.A. Davidson & Co.
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Larry Martinez
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To empower our business partners to deliver exceptional service to each other, our clients and our communities by investing in, and sharing our successes with, our partners.

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DATE POSTED
August 5, 2023

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