Executive Assistant to Deal Team | In-Office, Richmond

PNC; Richmond (VA); On-site; USD 81,000 - 92,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with company match

Pension and stock purchase plans

Paid holidays and vacation days

Educational assistance

Job summary

Harris Williams is seeking an Executive Assistant to be the communication hub for a team of investment bankers in Richmond, VA. You will manage calendars, coordinate travel, and handle meetings and conferences while supporting firm operations in a fast-paced environment.

You will work closely with Operating Support Staff and teammates, handling heavy inboxes, drafting professional communications, and ensuring accuracy and efficiency in daily workflows.

Qualifications

• Required 2+ years of related experience.
• Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Teams.
• Ability to manage heavy calendar and contact management responsibilities.
• Editing and formatting skills in PowerPoint using templates.
• Preferred experience managing multiple executive inboxes, prioritizing emails, and responding on a banker's behalf as appropriate.
• General Excel formula capabilities to organize data and build out dashboard requests.
• Interest in learning the M&A and private capital advisory deal process from pitch to close.
• Familiarity with Concur for expense reporting and CRM systems is a plus, as is the ability to learn new tools quickly.
• Experience in finance or professional services is a plus but not required.
• Comfortable using technology, including AI tools, to streamline workflows and drive efficiency.

Responsibilities

• Communication Hub: Operate as the center of communication for your team, preparing professional business communications and serving as the point of contact between your bankers and the rest of the firm.
• Calendar Management: Manage complex calendars for multiple executives, prioritizing schedules and identifying and resolving conflicts as they arise.
• Logistics & Travel Coordination: Coordinate domestic and international travel arrangements.
• Expense & CRM Management: Prepare accurate, timely expense reports and keep the team's CRM current, logging client contacts and touchpoints so relationships are well tracked to support business development.
• Meeting & Conference Execution: Plan and execute the details of meetings and conferences, including conference room reservations, catering, audio/video needs, and all other essential services.
• Team Collaboration: Work day-to-day with the Operating Support Staff and your teammates, pitching in wherever needed to keep the team running smoothly.

Skills

Calendar Management

Office Administration

Organizing

Presentation Development

Prioritization

Communication

Attention to Detail

AI Tools Familiarity

Education

Associates or equivalent degree

Tools

Concur

CRM systems

Job description

Harris Williams is seeking an Executive Assistant to be the communication hub for a team of investment bankers in Richmond, VA. You will manage calendars, coordinate travel, and handle meetings and conferences while supporting firm operations in a fast-paced environment.

You will work closely with Operating Support Staff and teammates, handling heavy inboxes, drafting professional communications, and ensuring accuracy and efficiency in daily workflows.