Executive Assistant Job at Winston Support Services, New York, NY

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  • Winston Support Services
  • New York, NY

Job Description

Job Description

Job Description

Top International Investment Bank seeks an Executive Assistant to support the Investment Banking and team.  Must have 5 years plus of financial services (Investment Banking) assistant experience.  Must have Concur and Salesforce a plus!  

 

Responsibilities

  • Manage complex calendar(s) via Outlook. Confirm internal and external meetings.
  • Schedule meetings and coordinate details such as catering needs, guest registration, conference room booking, and video connectivity if applicable.

 

  • Process, submit and maintain business expenses while following strict adherence to policies. Follow up with appropriate areas for receipts and reimbursement status.
  • Function as gatekeeper. Answer phone lines, screen calls, and deliver detailed messages.
  • Assist with communications amongst management and banking division.
  • Administer client data in salesforce database (OneBanker and BoardEx)
  • Participate in business unit projects as assigned by management.
  • Partner, collaborate and coordinate with administrative team; provide back up as needed.
  • Oversee general office needs such as ordering supplies and mail distribution.
  • Revise, print and bind PowerPoint presentations.
  • Serve as liaison between IT department and business unit for onboarding new hires and troubleshooting purposes.

 

Requirements

  • Minimum of 5 years of administrative experience within financial services/investment banking
  • Must have Concur, prior experiences with managing travel and expenses.
  • Microsoft Word, Excel, Outlook proficiency.
  • Exceptional interpersonal and written / verbal communication skills.
  •  

Job Tags

Work at office,

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