Intrepid Executive Assistant

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in some of the highest retention rates in the industry.

Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in Menlo Park, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), the 7th largest financial group in the world.

This is a hybrid position. The selected colleague will work at an MUFG office or client sites up to four days per week and work remotely the remaining day(s). A member of our Talent Acquisition team will provide more details.

Intrepid Investment Bankers is expanding nationally and seeking to hire talented and experienced professionals at the Executive Assistant level. Intrepid is looking for an energetic Executive Assistant to join our team and provide professional, courteous and confidential assistance. This position will work directly with our team in our New York location and reports to the Director of Administration.

Responsibilities

• Perform complex secretarial and administrative duties involving frequent exercise of independent judgment, initiative, diplomacy, and tact in support of multiple executives as well as providing overall administrative support to all team members.
• Screen telephone calls and determine which can be handled by other areas of the bank
• Answer complex inquiries which require thorough knowledge of departmental policies and procedures
• Type confidential materials in the form of memoranda, correspondence, and letters from drafts
• Review drafts and finished documents for grammatical usage
• May take and transcribe dictation
• Compose letters and agenda
• Conduct research and data analysis for special and on-going projects
• Prepare reports and recommendations
• Compiles data for various administrative reports
• Prepare/summarize information from raw data using spreadsheets or other software
• Develop and maintain filing system
• Maintain executive's calendar, coordinate and arrange large and/or recurring meetings, luncheons, conferences and seminars
• May prepare materials necessary for meetings, etc.
• Receive and greet incoming visitors in a professional manner; direct them to the proper individual and assist them with their needs
• Respond to inquiries received internally and externally by mail, which may involve communicating with high level management both verbally and in written form
• Perform administrative functions such as ordering department supplies, coordinating equipment repair, making department staff travel arrangements, etc.
• Process and coordinate department accounts payables and expense reports. May coordinate or maintain department budget
• Event coordination: Support our Marketing team with all internal and external events as well arrange smaller events for client meetings and or dinners, as needed

Qualifications

The ideal candidate would possess the following:

• A minimum of six years in an administrative role
• Requires the ability to create mathematical computations in spreadsheets and convert to presentation level materials
• A cheerful outlook, collaborative spirit, creative mind and strong work ethic
• Initiative-taking, problem-solver, and a good communicator with the ability to multi-task
• Strong writing, editing, proof-reading and verbal communication skills
• Bachelor's or Associate degree preferred

Technical Requirements

• Strong working proficiency in computer applications and familiarity with Microsoft Windows365, Outlook, PowerPoint, Excel, Adobe a plus

Hybrid Work Arrangement: You will be assigned to an MUFG facility (or if based in Los Angeles, at the Intrepid main office) and are generally expected to work from the office or client sites four days per week and work remotely one day. Depending on your location or function, you may have a dedicated seat or may reserve a workspace. Your manager will provide additional details.

The typical base for this role is between $90K- $115K depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

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