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Executive Assistant

Shulman Fleming & Partners

Executive Assistant

New York, NY
Paid
  • Responsibilities

    Executive Assistant

    This is a full time position, no third party candidates will be accepted.

    This Executive Assistant Position is within Corporate and Investment Banking (CIB)/BCMA and will provide support to a Managing Director, Directors and other bankers within Technology. Duties are complex and confidential requiring the highest level of discretion and independent judgment. Employees within this role will have continuous contact/communication with high levels of internal management as well as client senior management.

    Key Responsibilities

    • Provide administrative support to a team of Tech bankers and Comms juniors
    • Handle incoming calls, respond to inquiries, clarify company policies and procedures
    • Maintain frequently changing calendars through Outlook
    • Coordinate all aspects of executive level appointments, meetings, client entertainment and conference calls
    • Prepare and review materials and correspondence for meetings
    • Assist with creation/modification of presentations, spreadsheets, and other various documents
    • Coordinate frequent travel arrangements – both international and domestic
    • Prepare, reconcile and track expense reports through Concur (T&E system)
    • Input client meetings in ICG Toolbox Client Call Reporting System
    • Order stationary and process invoices through P2P system
    • Organize and secure highly confidential company and employee information
    • Assist in ad-hoc reports special projects as needed
    • Serve as back-up support for other managers/bankers and administrative staff when required

    Qualifications

    • Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
    • Ability to gain a strong command of new systems (P2P, and Concur for Citi Travel & Expense, ICG Toolbox Client Call Reporting System)

    Non-Technical Skills

    • Prior experience supporting senior Executive(s) is preferred (5-10 years)
    • College degree preferred
    • Expert in multi-tasking, organizing and prioritizing a must
    • Strong written and verbal communication skills
    • Detail oriented with ability to work independently and prioritize workload
    • Demonstrates a high level of integrity and professionalism
    • Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
    • Flexible for overtime as needed