Robert W Baird & Companyposted about 1 month ago
Full-time - Entry Level
Tysons, VA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development. The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols.

Responsibilities

  • Managing and coordinating various calendars and synchronizing conflicting schedules for team calls, meetings, and events
  • Coordinating with the Conference Center team to reserve conference rooms and catering for internal and external meetings/events
  • Arranging domestic and international travel including preparing personalized itineraries
  • Preparing, processing, submitting, and tracking expenses for designated bankers
  • Supporting business development and client activity for senior bankers including meeting scheduling and assisting with deal management
  • Focusing on building strong relationships with bankers and peers through collaborative efforts and teamwork
  • Maintain data integrity with accurate Salesforce entries and continuous data clean ups
  • Working with Mailroom staff to organize and prepare packages for overnight shipping
  • Covering for other assistants in their absence
  • Representing Baird in a professional manner both internally and externally through telephone and in-person contact with clients

Requirements

  • High school diploma or education equivalent required
  • 5+ years of proven administrative experience preferably in the financial environment
  • Coordinate complex calendars and manage varying schedules for multiple bankers
  • Detail oriented; strong organizational skills with ability to prioritize various tasks simultaneously
  • Must be a proactive, 'quick on your feet', self-starter with excellent problem-solving skills
  • Work independently with speed and accuracy
  • Professional demeanor with strong oral and written communication skills
  • Proficient with Microsoft Office products, and Concur Travel/Expense system preferred
  • Experience using CRM systems, preferably Salesforce
Hard Skills
Salesforce
2
Business Development
1
Concur Expense
1
Data Integrity
1
Microsoft Office
1
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Soft Skills
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