As a Business Assistant in the Investment Bank, you will support senior leaders in a fast-paced environment. You will leverage your advanced assistant skillset, flexibility, and professionalism to deliver high-quality results. You will work closely with stakeholders across the business, manage competing priorities, and contribute to a culture of excellence and confidentiality.
Job Responsibilities
- Manage complex and proactive diary scheduling, including internal/external meetings, conference calls, and ability to support orchestration of Off-Sites/Town Halls/Skip-Levels
- Partner with internal groups to coordinate travel, entertainment bookings, and expense processing in line with firm policies.
- Handle internal and external client interactions, including scheduling and transactional activities.
- Utilize internal systems for accurate data entry, reporting, and information collation.
- Oversee distribution lists, technology usage, and administrative housekeeping tasks.
- Build strong partnerships with business management and key stakeholders across lines of business.
- Adapt to changing group priorities and business expectations.
- Collaborate with assistants across the business to provide coverage as needed.
- Participate in projects, PowerPoint presentations, and training initiatives as appropriate.
Required Qualifications, Capabilities, and Skills
- Professional client handling and relationship-building skills.
- Full competency in diary management and ability to manage competing priorities.
- Strong executive communication skills, both written and verbal.
- Proven experience arranging travel and producing accurate itineraries.
- Demonstrated proactivity and ownership in previous roles.
- High level of technical proficiency.
- Strong awareness of expense systems and cost control initiatives.
- Polished, professional approach with the ability to work under pressure.
- Positive attitude and ability to drive efficient time management for senior leaders.
- Flexibility and openness to change.
- High attention to detail and commitment to delivering quality results.
- Understanding of Investment Bank culture and organizational dynamics.
- Strong team player with a solution-oriented mindset.
- Ability to act as a role model to peers.
- Up-to-date knowledge of firmwide policies and ability to ensure compliance.
Preferred Qualifications, Capabilities, and Skills
- Experience supporting senior leaders in a financial services or investment banking environment.
- Advanced proficiency in Microsoft Office Suite, including PowerPoint and Excel.
- Experience with internal systems and reporting tools.
- Prior involvement in project management or training initiatives.
- Ability to quickly adapt to new technologies and processes.
- Experience working in a global, matrixed organization.
- Demonstrated ability to maintain confidentiality and handle sensitive information.