Reputable Staffing Inc.

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Finance, Misc., Office Support
Title Executive Assistant
Categories Finance, Misc., Office Support
Location New York City, Midtown
Job Information

Job Description
As the Executive Assistant you will be expected to provide seamless administrative support to a small, dynamic team of investment professionals. The team is generating & overseeing a portfolio of private investments for a new fund that is backed by our firm. As the Assistant you will be responsible for the day-to-day team operations & office management, calendar management, travel coordination, & internal/external relationships & correspondence, for which you will be the point of contact. This will require you to develop a deep understanding of the Business to effectively help the team manage the investment process. You will also be expected to help the team conduct & organize research on a variety of relevant topics.

**Please attach your resume with your application**

Job Requirements:

Bachelor’s degree is mandatory
3-5 years minimum executive/administrative assistant experience directly supporting senior executive and/or team within a large private or public sector firm/organization within the Financial Services industry.
Proven ability to work well in & contribute to a team environment
Excellent organization & communication skills
Shows tact, discretion, confidentiality & good judgement in handling sensitive & confidential matters & documentation.
Demonstrates ability to prioritze & manage multiple assignments in a fast-paced environment to meet deadlines with efficiency & accuracy.
Detail oriented & executes responsibilities witha sense of urgency & follow-through.
Flexible & adaptable to rapid changes in the daily work environment & excellent problem solving skills
Able to act in a project management capacity.
Excellent computer skills (MS Office, including excel)
Positive attitude & pleasant demeanor.

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Title Executive Assistant
Categories Finance, Misc., Office Support
Location chicago, Illinois
Job Information

Job description
We’re seeking an Executive Assistant to provide seemless administrative support to our Client Advisory Team.

Required Qualifications:

  • Bachelor’s Degree
  • 3-5 years Administrative Assistant supporting a banking team.

Responsibilities include:

  • Compose well-proofed written & email correspondence, which may require the use of financial vocabulary & broad knowledge of the firm’s operations, systems & employees.
  • Create presentation books for clients & prospects.
  • Organize meetings & luncheons as needed; coordinate scheduling for internal attendees & manage calendar invitations for the team
  • Responsible for maintaining current Salesforce client records for the team & managing external client mail merges, event invitations, & Salesforce reports
  • Provide direct & proactive administrative support to all members of the team; primary support for Associate Client advisors with respect to all cash management & bill payment functions.
    Prepare charts & material for client & prospect meeting presentations using Excel, Word, PowerPoint & internal applications as needed.
  • Perform cash management functions using Workflow & Atlas in accordance with established account procedures & applicable fiduciary laws & policies
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