Public Finance Executive Assistant

Summary:

Seeking a dedicated executive assistant to provide comprehensive administrative support to a team of public finance bankers working in a fast-paced, high-energy environment. Daily responsibilities including meeting coordination and scheduling, event planning, document preparation, and helping the team adhere to compliance policies and procedures.

Key Responsibilities

• Meeting Coordination and Calendar Maintenance. Coordinate and schedule large meetings with both internal and external parties. Maintain calendars and coordinate events for our internal team.
• Communication and Correspondence. Prioritize all incoming correspondence and email messages for the banking team keeping strict confidentiality. Coordinate internal communications. Establish and maintain a positive working relationship with the sales team and trading desk to assist them in selling public finance issues.
• Event Planning. Plan and coordinate various events throughout the year. Includes booking venues, ordering swag, coordinating guest lists.
• Marketing. Help maintain the team’s marketing strategies on various social media platforms, and work closely with our marketing team to ensure timely and relevant distributions of marketing campaigns.
• Research. Gather/maintain data and research material from the Internet, including reports, industry publications, and public records from government organizations for the banking team business development and customer relation purposes.
• Document Preparation. Printing and binding documents for various presentations.
• Expenses. Coordinate payment of underwriting expenses and invoice distribution. Gather and submit expense reports for the team.
• Perform any other duties as assigned.

Qualifications

• Strong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills to effectively execute normal daily functions of the position.
• Proven track record of success in a fast-paced and collaborative environment.
• A self-starter with acute attention to detail, and superior critical thinking and problem-solving skills.
• Time management and organizational expertise, with the ability to prioritize a diverse workload.
• Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.
• Ability to multi-task and prioritize job assignments and have solid organizational skills.
• Strong communication and interpersonal skills.
• Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
• Ability to work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations.
• Ability to learn and comply with FINRA, SEC and MSRB regulations, as well as company and division operations, policies and procedures.
• Ability to work overtime as needed.
• This role is 100% in-office Monday - Friday
• 5+ years of executive administrative work history is preferred.

What we offer

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.