Job Description:
The Executive Assistant will provide administrative
support to the Investment Banking Department of Leerink Swann LLC.
Primary
Duties and Responsibilities:
• Provides administrative support to the Vice
Chairman and other members of the Investment Banking Department in
the following areas:
• scheduling
• maintaining contact databases
• improving time management
• making travel arrangements
• managing heavy phone volume
• creating and distributing internal and external communications
• creating expense reports
• Uses discretion with sensitive and confidential information
to resolve issues independently
• Collaborates with other Executive Assistants on firm projects
• Proactively ensures the team is properly prepared for meetings
with clients, i.e., presentation preparation, logistics, greeting
of clients, A/V requirements and coordination of internal and external
schedules
• Tracks client interactions in a CRM system and assists in
ensuring regular contact is maintained with specified key clients
of the firm
• Assists with a disciplined follow up program regarding specific
clients or prospects
• Additional project work as required
Experience
and Qualifications Required:
• Demonstrated ability to interface with Leerink senior management,
Board of Directors and clients (understands the importance of proper
and timely communications)
• Ability to build good working relationships with the executive
assistants at client firms
• Ability to learn business objectives with a specific set of
clients
• Ability to coordinate a global marketing effort
• Exceptional organization, communication and presentation skills
• Flexibility and the ability to juggle changing priorities
• Demonstrated skills in Microsoft Office, Word, Powerpoint,
Excel
• Prior experience in Financial Services, Investment Firms,
Brokerage houses, or Investment Banking is preferred
• College degree is preferred
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
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