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Administrative Assistant, Investment Banking

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  • Job
    Full-time
    Junior Level
  • New York

Requirements

  • Bachelor's Degree from an accredited University
  • 2 years of experience as an administrative or executive assistant, ideally in a financial services related firm or large corporate environment
  • Knowledge of corporate finance, investment banking, and securities transactions highly desirable
  • Must be highly computer literate and extremely proficient in MS Office including Outlook, Word, Excel & PowerPoint
  • Working knowledge of multi-line phone systems and other office technology
  • Excellent communication and presentation skills are essential
  • Ability to interact professionally and effectively with investment banking clients

Responsibilities

  • Responsibilities include, but are not limited to:
  • Answer and route inbound calls and telephone messages, and interact with investment banking clients per guidance from banking professionals
  • Circulate incoming correspondence, mail and fax
  • Assist in preparing client presentations, reports and correspondence in PowerPoint, Word, and Excel
  • Book, coordinate and prepare travel itineraries for banking professionals, and attend certain offsite meetings, special events and conferences
  • Develop relationships with other Wedbush departments to facilitate the smooth functioning of administrative responsibilities
  • Manage and oversee expense requests, allocate all department expenses, track all client/transaction expenses, reimbursement and travel approval process
  • Prepare and/or approve accounts payable requests, invoices for payment, check requests and expense reports, within specified parameters and dollar amounts - work closely with accounting to ensure prompt processing and reimbursement
  • Manage special department events requiring travel, registration, refreshments and other amenities, both on-site and off-site
  • Perform other tasks and duties as required and assigned

FAQs

What is the primary location for the Administrative Assistant position?

The position is located in our New York City office.

What are the key responsibilities of the Investment Banking Administrative Assistant?

Key responsibilities include answering and routing calls, preparing client presentations and reports, coordinating travel itineraries, managing expense requests, and facilitating special department events.

What is the required educational background for this position?

A Bachelor's Degree from an accredited University is required.

How many years of experience are required?

The ideal candidate should have at least 2 years of experience as an administrative or executive assistant, preferably in a financial services related firm or large corporate environment.

Is knowledge of investment banking necessary for this role?

Yes, knowledge of corporate finance, investment banking, and securities transactions is highly desirable.

What skills are essential for the Administrative Assistant role?

Essential skills include proficiency in MS Office (Outlook, Word, Excel, PowerPoint), excellent communication and presentation skills, and the ability to interact professionally with investment banking clients.

What type of benefits does Wedbush offer to employees?

Wedbush offers comprehensive medical, dental, and vision coverage, a 401(k) plan with matching contributions, tuition reimbursement, paid time off, and various employee assistance and discount programs.

Is there a salary range provided for this position?

Yes, the current hiring range is estimated to be between $64,000 and $75,000, depending on various factors.

Does Wedbush have any policies regarding diversity and inclusion?

Yes, Wedbush emphasizes a diverse and inclusive workforce, aiming to foster a culture of inclusion where all colleagues are valued for their unique contributions.

Does the Administrative Assistant position require travel?

Yes, the role includes managing travel for banking professionals, as well as attending certain offsite meetings, special events, and conferences.

Leading with Innovation, Stability, and Experience.

Finance
Industry
501-1000
Employees
1955
Founded Year

Mission & Purpose

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

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