Job Description

Job Responsibilities:

• Telephone coverage, answer phones, take accurate messages, know banker’s whereabouts at all times, back-up other lines, as needed

• Light to moderate client contact

• calendar maintenance for meetings and/or conference calls

• Coordinate related conference rooms including any catering, audio/videoconference set up

• Assist Analyst’s with Lucite orders, closing dinners and client outing coordination

• Arrange all aspects of travel (arrange flights, hotels, rental car and sedan service, currency, etc.), keep travel profiles up-to-date, retrieve appropriate approvals for travel

• Prepare all itineraries

• Prepare and submit all expense reports on a timely basis

• Type correspondence, memos and presentations

• Prepare presentation books and meeting materials, copy, collate, bind

• Maintain filing system, correspondence, documents

• Navigate Firm’s resources, interface with various departments to collect information, respond to requests, obtain services

• Retrieve research or other necessary materials from intra/internet

• Send and retrieve digital and inbound faxes

• Distribute mail, arrange messengers and overnight package services

• Provide backup support for colleagues during vacation/sick days, and assist their groups as needed with phone coverage and other office needs

• Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area

Required Skills and Personal Attributes:

• Strong communication, judgment, and problem-solving skills

• Strong attention to detail as well as solid organization/time management skills

• Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues

• Able to work in a fast-paced environment and handle multiple tasks concurrently

• Flexible with coverage responsibilities and teams.

Other Requirements:

• College Degree Preferred or Relative Corporate Experience preferred

• Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts

• Other helpful applications include Excel, PowerPoint, internet and research tools

• Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements

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