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D.A. Davidson Companies · 1 day ago

Executive Assistant

Chicago, IL

Full-time

Onsite

Mid Level

$40.87/hr - $48.07/hr

3+ years exp

D.A. Davidson Companies is a firm that delivers quality financial solutions to various clients. They are seeking a highly motivated Executive Assistant to support their Diversified Industrials Investment Banking team in Chicago, IL, contributing to effective business operations and employee engagement.

Financial Services

Responsibilities

Perform various duties for the team to contribute to effective and efficient business operations. Duties include, but are not limited to:

Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc

Coordinating domestic and international travel and meeting arrangements

Processing expense reports and submitting to accounting for payment

Compiling reports and analysis for weekly team meetings

Assisting with PowerPoint presentations and other client materials

Maintaining department files and managing the record retention process to ensure compliance with industry regulations

Establishing and maintaining working knowledge of company and division policies and procedures

Support investment bankers with transaction-related tasks, including but not limited to:

Maintaining and updating CRM database with contact, meeting, and deal-related information

Preparing client invoices and following up with accounting

Preparing, printing, and binding client presentations

Composing correspondence of a highly confidential and sensitive nature

Internal intake, filing, document management, and distribution of confidential client information as part of client engagement process

Assist with planning internal and client-related virtual and in-person events, including on-site coordination when necessary

Perform any other duties as assigned

Qualification

Executive Assistant experienceMS Office proficiencySalesforce experienceOrganizational skillsJudgment handlingCommunication skillsInterpersonal skillsTeam collaboration

Required

A minimum of 3 years' experience as an Executive Assistant supporting a team in a fast-paced professional environment required

Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute

Excellent organizational and time management skills, and the ability to work under pressure with diverse workloads and little or no direct supervision

Strong written and verbal communications skills, strong interpersonal skills

Ability to apply good judgment and appropriately handle sensitive or confidential information and situations

Tech savvy, strong working knowledge of MS Office, and ability to promptly learn to work with other applications

A team player with a desire to collaborate with other support team members

Ability to work overtime as needed

This role is 100% in-office. Candidates must have the ability to work on site full time, five days per week