Executive Assistant – Banking/ Investment/ Capital Markets
If you share a passion for performance, a growth mindset with versatile skills, and approach everything with the highest integrity, here's an opportunity.
Working with one of the top financial clients this role calls for an Executive Assistant – Banking/ Investment/ Capital Markets who will perform a variety of administrative and clerical tasks, financial and human resources administration and provide professional support to one or more Managers and their direct reports. The role provides general office services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in the implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.
Responsibilities:
- Provides subject matter expertise and advice related to assigned strategic initiatives and acts as relationship management for assigned initiatives.
- Builds effective relationships with internal/external stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Leads the planning, coordinating and implementing department events.
- Provides senior level administrative and operational support within a large, diverse team including one or more senior executives.
- Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Provides input into the planning and implementation of administrative programs.
- Coordinates and monitors budgets and reporting on results vs. budget.
- Provides coaching and mentoring to more junior administrative assistants to support them in developing the capability to carry out current job accountabilities.
- Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
- Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
- Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
- Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.
- Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
- Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
- Makes travel arrangements, booking flight/hotel reservations as needed.
- Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building-related matters including incoming/outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
- Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; and verifying receipt of supplies.
- Maintains and tracks overtime, on-call claims, staff vacations and absences in accordance with Bank and/or divisional guidelines to ensure consistency in entitlement and to determine staff availability.
- Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Organizes work information to ensure accuracy and completeness.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Desired Skill Set:
- Typically 5- 7 years of relevant experience in a financial administrative/professional clerical support function, demonstrating progressive responsibility and a post-secondary degree in a related field of study.
- 5-7 years of EA/Admin experience
- Specialized knowledge from education and/or business experience.
- Excellent verbal & written communication skills
- Demonstrated collaboration & team skills
- Analytical and problem-solving skills
- Influence skills
- Experience in Travel Coordination
- Previous Salesforce experience
- Critical thinking skills
Nice To Have:
- Quick Learner
- Eager to learn
- Strong attention to detail
- Ability to work independently and with a team
- Professional demeanor
- Relatable, ability to take on challenges
- Honest and open viewpoint
- Strong organizational and time management skills
- Collaboration and team skills
- Analytical and problem-solving skills
- Punctual
- Some industry knowledge of capital markets/investment banking
- Previous experience using Concur
BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
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