Investment Banking Executive Assistant – Minneapolis, MN

Essential Duties & Responsibilities

• Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams
• Arrange domestic and international travel itineraries and agendas
• Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
• Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts
• Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast
• Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up
• Maintain discretion in dealing with confidential information and sensitive materials
• Own coordination of internal and external meetings, dinners, events, conferences both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities
• Able to perform diplomatically while managing competing priorities and varying banker expectations
• Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues
• Absorb and assist with on-boarding of new banking team members
• Develop excellent relationships with the external clients and internal partners throughout the company
• Assume other related responsibilities as required or requested

Qualifications

• Natural team player and works well in a collaborative environment
• Familiarity with financial/banking industry
• Discretionary ability to manage competing priorities and varying banker expectations
• Excellent organizational skills
• Proficient in Microsoft Office Suite and additional software
• Ability to manage multiple projects and deadlines
• Strong communication and interpersonal skills

Benefits

Competitive annual bonus structure in addition to salary
Work life balance with generous PTO and 10 Federal Holidays
Hybrid work schedule options are available after 6 months of employment
Monthly Early Friday departure opportunity throughout the year
Opportunities for training & professional development, on-demand, throughout the year
Collaborative and supportive team environment where your contributions are recognized and rewarded