Executive Assistant - Floater

Title: Executive Assistant Floater

Department: IB Administration

Reports to: Jennifer Tolipani

Location: NY

Job Summary

The Executive Assistant floater will provide high-level administrative support to investment banking professionals across multiple groups, including Managing Directors, Senior Vice Presidents, Vice Presidents, Associates, and Analysts.

This role is designed to offer flexible coverage to ensure seamless workflow when our administrative staff are unavailable due to absences, vacancies, and workload demands. The floater is an integral part of the admin team, adapting quickly to different working styles and maintaining a high standard of professionalism and efficiency.

Primary Responsibilities

• Provide executive level admin support, including calendar management, meeting coordination and travel arrangements.
• Prepare and process expense reports in compliance with our firm policies via concur.
• Serve as backup coverage during absences or periods of heavy workload, seamlessly transitioning between teams.
• Provide seamless coverage by quickly learning the preferences, priorities, and working styles of different bankers and teams.
• Maintain a high level of confidentiality and discretion when handling sensitive information

Required Skills:

• 8 + years’ experience preferably in financial services or professional services
• Proficiency with Concur Travel and Expenses or comparable travel expense system.
• Strong attention to detail and follow through.
• Ability to work independently and anticipate the needs of the senior executives. 
• Highly adaptable and comfortable transitioning between different teams, personalities, and working styles.
• Strong interpersonal skills and collaborative, service -oriented approach.
• Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment.
• Excellent verbal and written communication skills
• Strong problem-solving skills

Salary Range: $90,000 - $110,000

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