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D.A. DavidsonPosted 4 weeks ago

Public Finance Executive Assistant

On-siteSalt Lake City, Utah, United States

Full TimeSenior LevelLarge

Job Summary

Coordinate and schedule large internal and external meetings while maintaining calendars for the banking team. Prioritize incoming correspondence and emails, ensuring strict confidentiality in all communications. Plan events by booking venues, ordering swag, and managing guest lists. Assist the sales team and trading desk by maintaining relationships and supporting public finance issue sales. Maintain marketing strategies across social media platforms and distribute campaigns. Gather industry reports, publications, and government records for business development and customer relations. Print and bind documents for presentations and coordinate underwriting expense payments and invoice distribution. Submit expense reports and perform other duties as assigned. This role requires 5+ years of executive administrative experience and proficiency with Microsoft 365.

Required Qualifications

  • Strong attention to detail
  • efficient and accurate communication
  • proofreading
  • research
  • filing
  • other administrative skills
  • Proven track record of success in a fast-paced and collaborative environment
  • self-starter
  • acute attention to detail
  • superior critical thinking and problem-solving skills
  • Time management
  • organizational expertise
  • ability to prioritize a diverse workload
  • Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint
  • Ability to multi-task
  • Ability to prioritize job assignments
  • solid organizational skills
  • Strong communication and interpersonal skills
  • Ability to apply good judgment
  • Ability to appropriately handle sensitive or confidential information and situations
  • Ability to work with minimal supervision
  • Ability to work independently
  • Ability to work as a team member
  • Ability to work under strict time constraints
  • Ability to handle high-pressure situations
  • Ability to learn
  • Ability to comply with FINRA, SEC and MSRB regulations
  • Ability to comply with company and division operations, policies and procedures
  • Ability to work overtime as needed
  • This role is 100% in-office Monday - Friday

Desired Qualifications

  • 5+ years of executive administrative work history is preferred

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