Senior Administrative Assistant – Investment Banking

Senior Administrative Assistant – Investment Banking

Requirements

• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
• Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
• Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
• Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.
• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
• Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance.
• Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization’s ability. Typically works with guidance.
• Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

Responsibilities

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Respond to routine requests using form letters or emails; respond to more unusual requests by editing templates to create customized responses.
• Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate business meetings.
• Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.
• Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere.
• Support in using the internal communications system to access specific information on request.
• Create, organize, and maintain files containing the correspondence and records of a senior colleague.
• Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
• Help manage external client relationships by carrying out simple procedural tasks.
• Help manage internal client relationships by carrying out simple procedural tasks.
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Use data management systems to access specific information as and when required.

Preferred Qualifications

No preferred qualifications provided.