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Financial Services

Executive Assistant - Investment & Corporate Banking

San Francisco, CAOnsiteFull Time$80,000–$100,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • Outlook
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Concur
  • Salesforce
  • OneBanker
  • BoardEx
  • communication skills
  • multitask

Nice to have

  • financial services
  • travel and expenses
  • PowerPoint presentations
  • IT support

Role summary

This Executive Assistant role supports Managing Director(s) and their teams within Investment & Corporate Banking at a premier financial institution. Responsibilities include complex calendar management, coordinating domestic and international travel, processing expenses, managing client data in Salesforce, and serving as a liaison for IT support. The role requires proficiency in Microsoft Office Suite, strong communication and interpersonal skills, exceptional organization, and the ability to multitask in a dynamic environment. Familiarity with Concur and financial services experience are preferred.

Banking Americas: Investment & Corporate Banking

We are a premier investment and corporate bank dedicated to delivering innovative capital markets and advisory solutions to corporations, institutional investors and private equity clients. Our deep industry expertise, value-added ideas and best-in-class execution have made us a trusted partner to our clients.



Summary: Provide administrative support to Managing Director(s) and members of their team



Responsibilities

  • Manage complex calendar(s) via Outlook. Confirm internal and external meetings.
  • Schedule meetings and coordinate details such as catering needs, guest registration, conference rooms, and video connectivity if applicable.
  • Coordinate domestic and international travel arrangements including flights, hotels, and ground transportation.
  • Process, submit and maintain business expenses while following strict adherence to policies. Follow up with appropriate areas for receipts and reimbursement status.
  • Function as gatekeeper. Answer phone lines, screen calls, and deliver detailed messages.
  • Assist with communications amongst management and banking division.
  • Administer client data in salesforce database (OneBanker and BoardEx)
  • Participate in business unit projects as assigned by management.
  • Partner, collaborate and coordinate with administrative team; provide back up as needed.
  • Oversee general office needs such as ordering supplies and mail distribution.
  • Revise, print and bind PowerPoint presentations.
  • Serve as liaison between IT department and business unit for onboarding new hires and troubleshooting purposes.

Requirements

  • Minimum of 5 years of experience within financial services a plus
  • Familiarity with Concur, prior experiences with managing travel and expenses.
  • Microsoft Word, Excel, Outlook proficiency.
  • Exceptional interpersonal and written / verbal communication skills.
  • Positive, consistent professional attitude. Works well under pressure.
  • Ability to multitask, prioritize, and respond timely in a dynamic environment.
  • Attentive to details, extremely organized.
  • Adapts well to change, keen sense of urgency, practices conflict resolution.
  • Eager to assist with duties and take initiative when called upon on last minute’s notice.
  • Team-player – willingness to assist others and collaborate with bankers, IT, HR, etc.


Banking Americas may expect additional assignments, duties, or responsibilities of this position. Job description is subject to change at manager’s discretion.



The expected base salary ranges from $80,000 - $100,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.


 #LI-Onsite

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Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

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