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Executive Administrator
Job Title
Executive AdministratorJob Description Summary
Job Description
Responsible for providing support to Capital Markets Equity, Debt & Structured Finance senior level executives. Interface with internal and external parties with respect to highly sensitive issues on behalf of management. Interact with a diverse group of internal and external customers at all levels of the organization.
Responsibilities
- Schedule and organize complex activities such as meetings, travel & client events
- Perform advanced word processing, graphics, spreadsheets, database, and presentations
- Pipeline Management
- Prepare, collect and maintain information for the preparation of confidential reports, proposals, and other materials
- Anticipate manager(s) and business needs and undertake necessary actions to produce effective results on time
- Track engagement expirations and work with fee-earner to take action on expired engagements
- Maintain and update CRM system per guidelines with new opportunities by working with fee-earners and Client Coordinators
- Maintain tracking of expenses related to deals, using Commissions Accounting and CRM Systems
- Track expense budgets for all deals and escalate to Director of Market Operations, as needed
- Work with Client Coordinator to collect necessary documentation and deliver to Commissions Accounting
- Communicate with operations staff, brokers and Managing Principal
- Maintain files, such as documents provided by operations staff or reference material
- Track broker licenses, professional memberships, and educational requirements and follow up with fee-earners on any delinquencies or upcoming actions required
- Assist with onboarding for new hires including preparing space and equipment
- Provide technical support including new hire computer set up, meeting presentations, and equipment trouble shooting
- In the absence of Administrator, collect expense reimbursement documents, such as receipts, and other information from fee-earners, associates, and/or project coordinators. Attribute expenses to specific deals or other codes and track against deal budget. Enter expense reports into Workday
- Ensure company policies are followed
- Work independently and/or within a team on special non-recurring and ongoing projects
- Act as a project manager for special projects, at the request of the executives and/or their direct reports, which may include planning and coordinating multiple presentations and disseminating information
- Prepare EDSF deck presentation (National & NYC Team Brochures, Production of Generic/Market Related Presentation Materials for team and business lines)
- Act as liaison with other departments and outside agencies; including executive-level staff
- Assist with the development of forecasts and operations plan as needed
Requirements
- Business Bachelor’s degree in Business Administration or related area required
- Demonstrated poise, tact, and diplomacy
- Strong Microsoft Office Suite and Adobe Creative Suite skills
- Excellent verbal and written communication skills
- Independent judgment is required to plan, prioritize, and organize a diverse workload
- Excellent organization skills
- Ability to set priorities, meet deadlines, and multitask
- Ability to handle sensitive information with discretion
- Attention to detail
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