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Piper Sandler · 9 hours ago

Executive Assistant - Burlingame, CA

Burlingame, CA

Full-time

Hybrid

Mid Level

$75K/yr - $90K/yr

Piper Sandler is an investment bank that connects capital with opportunity to build a better future. They are seeking an Executive Assistant to support the Investment Banking Technology team in Burlingame, CA, providing high-level professional support and managing multiple projects and priorities in a fast-paced environment.

Responsibilities

Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams

Arrange domestic and international travel itineraries and agendas

Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets

Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts

Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast

Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up

Maintain discretion in dealing with confidential information and sensitive materials

Ownership of coordinating internal and external meetings, dinners, and events, both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities

Ability to perform diplomatically while managing competing priorities and varying banker expectations

Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues

Assist with the on-boarding of new banking team members

Develop excellent relationships with the external clients and internal partners throughout the company

Assume other related responsibilities as required or requested

Qualification

Calendar managementTravel coordinationMicrosoft SuiteCRM database managementExpense reportingProfessional demeanorDiscretionOrganizational skillsTeam player

Required

High-level professional support experience for banking teams

Ability to work in a fast-paced and dynamic environment

Strong organizational skills to navigate multiple projects, priorities, and deadlines

Professional demeanor to interact with senior partners, clients, and colleagues

Team player with collaborative work style

Experience managing active calendars using Zoom and Microsoft Teams

Ability to arrange domestic and international travel itineraries and agendas

Proficiency in word-processing and desktop publishing utilizing the Microsoft suite and additional software

Experience compiling expense reports utilizing Concur and reconciling corporate Visa accounts

Proficient in updating CRM databases and maintaining accurate pipelines and forecasts

Ability to exercise discretion in managing time and evaluating needs

Experience maintaining confidentiality with sensitive information

Experience coordinating internal and external meetings, dinners, and events

Ability to manage and screen multiple banker phone lines

Experience assisting with the onboarding of new banking team members

Ability to develop excellent relationships with external clients and internal partners

Benefits

Competitive annual bonus structure in addition to salary

Work life balance with generous PTO and 10 Federal Holidays

Hybrid work schedule options are available after 6 months of employment

Monthly Early Friday departure opportunity throughout the year

Opportunities for training & professional development, on-demand, throughout the year

Collaborative and supportive team environment where your contributions are recognized and rewarded

Company

Piper Sandler

Glassdoor4.2

Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®.

Founded in 1895

Minneapolis, Minnesota, US

1001-5000 employees

https://www.pipersandler.com/

H1B Sponsorship

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