Full-Time

Administrative Assistant

Posted on 4/18/2024

D.A. Davidson

D.A. Davidson

Investment banking for lower middle market firms

Consulting
Financial Services

Mid

New York, NY, USA

Required Skills
Communications
Requirements
  • Minimum of 2 years' experience in an administrative role
  • Proactive and solution-oriented
  • Excellent organizational skills
  • Strong written and verbal communication skills
  • Strong interpersonal skills
  • Ability to handle sensitive or confidential information
  • Strong working knowledge of MS Office
  • Ability to work overtime
  • Ability to work on site full time, five days per week
Responsibilities
  • Overseeing all administrative functions for the office
  • Maintaining a tidy and organized office space
  • Coordinating logistics for in-office meetings
  • Managing supply inventory and ordering
  • Coordinating with IT on equipment or connection issues
  • Processing invoices and expense reports
  • Assisting other administrative staff on projects
  • Maintaining department files and record retention process
  • Proposing and executing ideas for office engagement
  • Assisting with event planning
  • Establishing and maintaining knowledge of company policies and procedures

Davidson Capital Advisors excels as a place to work due to its dedication to aligning the interests of customers, company, and shareholders through the use of servant leadership principles. As a financial advisory firm specializing in investment banking for lower middle market companies, it emphasizes strategic planning to drive capital strategy, ensuring a cohesive and principled approach to financial consulting. This emphasis on ethical leadership and strategic alignment makes it an outstanding environment for professionals seeking to impact the financial landscape effectively and positively.

Company Stage

N/A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

2014

Growth & Insights
Headcount

6 month growth

NaN%

1 year growth

NaN%

2 year growth

NaN%