Executive Assistant - Investment Banking

William Blair; New York (NY); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Employer-paid disability and life保险

401(k) and profit sharing

Paid time off

Maven family & fertility benefit

Parental leave

Job summary

William Blair seeks an experienced Administrative Coordinator to support a department of bankers in New York. You will relieve senior staff of routine tasks and interface professionally with clients, contributing to productivity and efficiency.

In this role you will coordinate travel and expenses, manage calendars, prepare reports and presentations, maintain databases, process invoices, and assist with various projects.

Qualifications

• High school education required; Bachelor's degree a plus.
• Five plus years in an office environment, supporting senior bankers preferred.
• Expertise with Microsoft Word, Excel, PowerPoint and Outlook.
• Professional or financial services background preferred.
• Excellent verbal and written communication skills.
• Problem solving, adaptability and ability to work in a fast-paced environment.

Responsibilities

• Travel & expense management—arrange complex itineraries and submit reports.
• Calendar & meeting coordination—proactive calendar management and logistics.
• Info and data—update databases and prepare reports/presentations.
• Office support—phones, client greeting, filing, invoices, etc.
• Projects & processes—support projects and train junior staff.
• Additional responsibilities as requested.

Skills

Excellent communication

Multitasking

Organizational skills

Teamwork

Attention to detail

Prioritization

Confidentiality

Adaptability

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.

Join William Blair, the Premier Global Partnership.

Provides direct administrative coordination and support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties. Works under limited guidance due to previous experience/breadth and depth of knowledge of administrative processes. Independently exercises discretion and independent judgment and is capable of analyzing information requests and determining trends. Proactively identifies systems and processes to create greater efficiencies.

Responsibilities include but may not be limited to:

• Travel & Expense – Arranges complex travel itineraries and submits expense reports in a timely manner.
• Calendar & Meeting Coordination – Proactively manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills.
• Info and Data – Updates and maintains contact databases. May include compiling and analyzing information for inclusion in reports or presentation materials including preparing reports, charts, graphs, or tables as necessary. Demonstrates the ability to utilize software applications for maximum effect and efficiency.
• Office Support – Provides office support to include answering phones, greeting and interacting with clients, distributing mail, maintaining electronic and hardcopy filing, taking meeting minutes, creating documents, processing invoices, etc.
• Projects & Processes – Participates in other projects that may require the application of independent judgment/interpretation of policies/practices. Acts as a resource and trains new and/or more junior administrative team members.
• Additional responsibilities as requested.

Qualifications:

• High school education required; Bachelor's degree a plus.
• Five plus years working in an office environment, with experience supporting senior-level bankers highly preferred.
• Expertise with Microsoft Word, Excel, PowerPoint and Outlook.
• Professional or financial services industry background preferred.
• Excellent verbal and written communication skills.
• Proven problem solving and critical thinking skills.Willingness to adapt to change.
• Multitasking abilities.
• Ability to work in a fast-paced environment.
• Strong teamwork ability.
• Ability to maintain confidentiality.
• Attention to detail.
• Ability to prioritize.
• Strong organizational skills.
• Ability to work in a team setting.

#LI-CG1
#LI-Hybrid

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant’s skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Salary Range

$110,000-$135,000 USD

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job applied for. EOE m/f/d/v

_ Be aware of hiring scams : William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

_ Note to External Recruiters / Search Firms : William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

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