Public Finance Executive Assistant

About the role

We are seeking a dedicated executive assistant to provide comprehensive administrative support to a team of public finance bankers in a fast-paced, high-energy environment. Key responsibilities include meeting coordination and scheduling, event planning, document preparation, and ensuring compliance with policies and procedures.

Responsibilities

• Meeting Coordination and Calendar Maintenance
• Prioritize all incoming correspondence and email messages for the banking team, maintaining strict confidentiality.
• Coordinate internal communications and establish a positive working relationship with the sales team and trading desk to assist them in selling public finance issues.
• Plan and coordinate various events throughout the year, including booking venues, ordering swag, and coordinating guest lists.
• Help maintain the team's marketing strategies on various social media platforms and work closely with our marketing team to ensure timely and relevant distributions of marketing campaigns.
• Gather and maintain data and research material from the Internet, including reports, industry publications, and public records from government organizations for the banking team's business development and customer relations purposes.
• Document Preparation
• Printing and binding documents for various presentations.
• Expenses
• Coordinate payment of underwriting expenses and invoice distribution. Gather and submit expense reports for the team.
• Perform any other duties as assigned.

Qualifications

• Strong attention to detail, efficient and accurate communication, proofreading, research, filing, and other administrative skills to effectively execute normal daily functions of the position.
• Proven track record of success in a fast-paced and collaborative environment.
• A self-starter with acute attention to detail, superior critical thinking and problem-solving skills, time management and organizational expertise, with the ability to prioritize a diverse workload.
• Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.
• Ability to multi-task and prioritize job assignments and have solid organizational skills.
• Strong communication and interpersonal skills.
• Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
• To work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations.
• To learn and comply with FINRA, SEC, and MSRB regulations, as well as company and division operations, policies, and procedures.
• To work overtime as needed.

What We Offer

• Competitive salary plus excellent benefits and perks including, but not limited to: Medical, Dental and Vision, Company 401(k) and ESOP contribution, Generous sick, vacation, and maternity/parental leave, Paid holidays, Professional Development Opportunities, Tuition Reimbursement ($15,000 lifetime cap), Discounted personal insurance including home, auto and recreational vehicles, Charitable gift-matching program, Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

Benefits

• At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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, sex, gender, gender expression, 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.

Pay

The potential base pay hiring range for this role is $36.00 - $41.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

Schedule

This role is 100% in-office Monday - Friday.

Application Instructions

Please review the job description carefully and submit your application through our online portal. If you have any questions, please contact us directly.