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Brown Brothers Harriman

Private banking and wealth management

Administrative & Business Coordinator - Corporate Advisory & Banking

Administrative SupportConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • The candidate must have 7–10+ years of relevant business coordination, administrative, and executive support experience, preferably in financial services or a similar professional-services environment.
  • The candidate must be able to support a large team of multiple senior professionals and manage competing priorities in a fast-paced environment.
  • The candidate must demonstrate fluency with Microsoft Copilot or comparable generative AI productivity tools and be able and enthusiastic to incorporate AI into day-to-day workflows.
  • The candidate must have strong proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and Teams.
  • The candidate must have strong organizational skills and attention to detail.
  • The candidate must exercise sound judgment and discretion and be able to work independently.
  • The candidate must have strong interpersonal and written communication skills.
  • The candidate must be able to learn new systems quickly and develop more efficient ways of working.
  • The candidate must have a strong service orientation and confidence working directly with senior professionals, clients, and internal leadership.

Responsibilities

  • Coordinate internal and external meetings, including scheduling, conference rooms, technology, materials, meals, and other logistics.
  • Arrange domestic and international travel and proactively manage changes, conflicts, and related logistics.
  • Prepare and reconcile expense reports and assist bankers with other routine administrative processes.
  • Coordinate meals, client entertainment, and other arrangements for bankers and their guests.
  • Anticipate administrative needs and resolve scheduling or logistical issues with limited direction.
  • Coordinate equipment, technology, and workplace requests and help ensure employees and visitors have appropriate access and resources.
  • Help maintain an organized, professional, and well-functioning environment for employees and visitors.
  • Support bankers with execution of client and prospect activity, including arranging meetings, calls, meals, and other interactions.
  • Maintain accurate and timely records of relevant client and prospect activity in SalesX.
  • Support maintenance and development of the team’s ecosystem database, including contacts, relationships, referral sources, and other relevant information.
  • Help bankers prepare for client and prospect interactions by coordinating relevant internal resources and ensuring meeting logistics and materials are organized.
  • Assist with tracking business-development activities and follow-ups to help ensure commitments and next steps are captured and completed.
  • Provide coordination and organizational support for sales and relationship-development initiatives.
  • Coordinate team and client events, including venue selection, invitations, attendee tracking, catering, materials, and on-site logistics.
  • Assist with managing conferences, dinners, and other client-development activities involving New York Corporate Advisory & Banking bankers.
  • Help manage team meetings and other internal events, including agendas, materials, and follow-up items when appropriate.
  • Demonstrate proficiency with Microsoft 365 applications and Microsoft Copilot, and use AI tools to increase productivity and improve the quality and speed of administrative work.
  • Use AI-assisted tools appropriately to organize information, prepare meeting materials, summarize information, draft routine communications, and streamline recurring administrative processes.
  • Identify opportunities to simplify or automate repetitive workflows and improve how the team manages information.

Desired Qualifications

  • Experience with CRM or sales-management systems and maintaining contact, relationship, or business-development databases is a plus.

About the Company

Brown Brothers Harriman

Private banking and wealth management

Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$198.9M
Headquarters
Boston, MA
Founded
1818

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