Job Responsibilities:
- Manage advanced, proactive diary scheduling for senior meetings and events.
- Coordinate travel and entertainment bookings, ensuring compliance with policies.
- Handle internal and external client interactions with professionalism.
- Collaborate with support groups and business stakeholders across the organization.
- Utilize internal systems for data entry, reporting, and information collation.
- Oversee distribution lists, technology usage, and administrative tasks.
- Understand and adapt to changing group priorities and business expectations.
- Partner with assistants across teams to provide coverage and build networks.
- Take ownership of projects and training opportunities.
Required Qualifications, Capabilities, and Skills:
- Advanced professional experience in a similar role within the financial industry.
- Expertise in executive client handling and relationship building.
- Advanced executive diary management skills.
- Strong written and verbal communication with confidentiality and professionalism.
- Experience in travel coordination and itinerary planning.
- Proactive and ownership-driven approach to responsibilities.
- High-level technical capabilities and expense system awareness.
- Professional demeanor and ability to work under pressure.
- Strong team player with a solution-oriented mindset.
- Attention to detail and high-quality results delivery.
- Understanding of investment bank culture and organizational dynamics.
Preferred Qualifications, Capabilities, and Skills:
- Ability to mentor peers and act as a role model.
- Flexibility and receptiveness to change.
- Strong business and client deliverable focus.
- Resourcefulness and diligence in task execution.
- Ability to enforce firmwide policies and escalate concerns.
- Experience in hybrid assignments relevant to the line of business.
- Positive, common-sense approach to challenges.