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Piper Sandler · 2 hours ago

Executive Assistant - Charlotte, NC

Charlotte, NC

Full-time

Hybrid

Mid Level

$72K/yr - $90K/yr

Piper Sandler is a leading 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, providing high-level professional support and managing multiple projects in a fast-paced environment.

Financial Services

Growth Opportunities

H1B Sponsor Likely

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

Microsoft SuiteZoomMicrosoft TeamsConcurCRM database managementProfessional demeanorOrganizational skillsTeam playerCommunication skills

Required

Ability to navigate multiple projects, priorities, and deadlines with strong organizational skills

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

Experience in executing a broad variety of administrative tasks for multiple partners and senior bankers

Proficiency in utilizing Zoom and Microsoft Teams

Experience in arranging domestic and international travel itineraries and agendas

Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software

Ability to compile expense reports according to company policy utilizing Concur and reconcile corporate Visa accounts

Proficient in updating CRM database, entering call notes, assisting with deal process tracking, and maintaining accurate pipelines and forecasts

Ability to exercise discretion in committing time and evaluating needs

Experience in maintaining discretion in dealing with confidential information and sensitive materials

Ownership of coordinating internal and external meetings, dinners, and events

Ability to manage and screen multiple banker phone lines while projecting a positive, professional image

Experience in assisting with the on-boarding 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

Piper Sandler has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (5)

2024 (7)

2023 (6)

2022 (4)

2021 (3)

2020 (2)