Public Finance Executive Assistant — In-Office Support

D.A. Davidson Companies; Salt Lake City (UT); On-site; USD 103,154,688 - 117,481,728; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP

Paid holidays

Sick and vacation leave

Professional development

Tuition reimbursement

Discounted personal insurance

Charitable gift matching

Community volunteering

Job summary

D.A. Davidson Companies is seeking a dedicated Executive Assistant to provide comprehensive administrative support to a team of public finance bankers in a fast-paced environment.

The role involves meeting coordination, scheduling, document preparation, and ensuring compliance policies are followed. Key duties include calendar maintenance, communications, event planning, and assisting with marketing efforts.

Qualifications

• High attention to detail and accuracy in administrative tasks.
• Able to work in a fast-paced, collaborative environment.
• Strong time management and organizational skills.
• Excellent communication and interpersonal abilities.
• Ability to handle confidential information with good judgment.

Responsibilities

• Coordinate meetings and manage calendars for a team of public finance bankers.
• Prepare and bind documents for presentations and client materials.
• Assist with event planning, travel, and logistics as needed.
• Support compliance-related processes and internal procedures.
• Coordinate underwriting expenses and invoice distribution; process expense reports.
• Contribute to marketing efforts and distribution of campaigns across channels.
• Perform other duties as assigned.

Tools

Outlook

Excel

PowerPoint

Microsoft 365

Job description

D.A. Davidson Companies is seeking a dedicated Executive Assistant to provide comprehensive administrative support to a team of public finance bankers in a fast-paced environment.

The role involves meeting coordination, scheduling, document preparation, and ensuring compliance policies are followed. Key duties include calendar maintenance, communications, event planning, and assisting with marketing efforts.