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Credigy · 2 days ago

Administrative Assistant, Investments

Norcross, GA

Full-time

Onsite

Mid Level

3+ years exp

Credigy Solutions Inc is a global specialty finance company and a wholly owned subsidiary of the National Bank of Canada. The Investments team is seeking an Administrative Assistant to provide critical support across multiple departments, focusing on tasks such as managing travel arrangements, conference planning, and facilitating communication within the deal team.

Financial ServicesInsurancePayments

Growth Opportunities

Responsibilities

Creating purchase orders for team travel, internal events, conferences, and subscriptions with additional help to the Credit team as needed

Reconciling the Corporate Card transactions monthly

Full responsibility for the timely submission of expenses and invoices

Booking hotels, airfare, and restaurant reservations

Creatively organizing onsite and offsite visits to our partners and counterparties

Ensuring to coordinate with the Office Manager for expected guests

Full catering responsibility onsite in coordination with the Investments team, including planning team offsite events

Conference planning, including but not limited to registering for the conferences, flight and hotel planning, and creatively planning meetings for the team and maintaining the master calendar for Investments and Credit

Maintaining our partner distribution list for quarterly mailings and holiday gift planning in coordination with the Employee Experience team

Ensuring meeting location availability and assisting in the planning of Pipeline and Deal Debrief meetings, including preparation of materials as needed

Facilitate effective, real-time communication across the deal team

You will be expected to become a DMS expert for the team

Being proactive and incorporating Artificial Intelligence technology in all aspects of the role

Building strong relationships with our partners, the team, and across the departments, establishing yourself as the key contact for providing support and creating efficiencies across the team

Qualification

Microsoft OfficeAdobeDeal Management SystemCRMProactive approachCommunication skillsProblem-solvingTeam-oriented mindsetRelationship buildingOrganizational skills