Finance Administrative Specialist

3M HEALTHCARE; Charlotte (NC); On-site; USD 33,062 - 42,705; Full time

Job summary

Houlihan Lokey, a leading global investment bank, seeks an administrative assistant in Charlotte, NC to support the investment banking team with calendar, travel, and expense management. This role requires strong MS Office skills and the ability to coordinate multiple tasks in a fast-paced professional environment.

You will gatekeep communications, manage documents in Salesforce, and assist with training administrative assistants on ad-hoc projects.

Qualifications

• 2 to 4 years of admin experience in a professional services or financial services/banking environment.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and a team player.
• Ability to work autonomously and focus on process improvement.
• Intermediate to advanced knowledge of MS Office Suite.

Responsibilities

• Calendar management
• Travel management
• Expense management
• Event management – research venue options, assist with logistics for off-site events, conferences, and arrange catering
• Gatekeeping and managing phone calls
• Email management for the investment banking team
• Track progress and relevant information pertaining to engagements in Salesforce and be thoroughly knowledgeable of the engagement and deal process
• Set up and maintain various office files, logs, directories, and manuals
• Make copies of correspondence or other printed materials as requested
• Respond to requests for assistance from other business units/groups and provide support during downtimes
• Assist with training administrative assistants
• Ad-hoc projects

Skills

Attention to detail

Time management

Communication

Interpersonal skills

Autonomy

MS Office

Tools

MS Office Suite

Job description

Houlihan Lokey, a leading global investment bank, seeks an administrative assistant in Charlotte, NC to support the investment banking team with calendar, travel, and expense management. This role requires strong MS Office skills and the ability to coordinate multiple tasks in a fast-paced professional environment.

You will gatekeep communications, manage documents in Salesforce, and assist with training administrative assistants on ad-hoc projects.