Administrative & Business Coordinator, Corporate Advisory & Banking
Core
Provide high-quality administrative and business support to the New York Corporate Advisory & Banking team, serving as a central point of coordination for day-to-day operations, client development, and team initiatives.
Role type
Senior Administrative & Business Coordinator
Builds
Efficient administrative workflows, client engagement logistics, and team operational support for a Corporate Advisory & Banking group.
Domain
Financial Services / Corporate Banking
Required skills
Executive support, meeting coordination, travel management, expense reporting, client entertainment logistics, CRM management, AI tool proficiency (Microsoft Copilot), Microsoft 365 fluency, independent operation, multi-priority management.
Preferred skills
CRM/sales-management systems experience, business-development database maintenance, process automation.
Technologies
Microsoft 365, Microsoft Copilot, SalesX, Outlook, Word, Excel, PowerPoint, Teams.
Responsibilities
Coordinate internal and external meetings, logistics, and technology; arrange domestic and international travel; prepare and reconcile expense reports; support client and prospect activity including meetings and interactions; maintain client and prospect records in SalesX; coordinate team and client events; identify opportunities to automate workflows using AI tools.
Seniority
Senior, hands-on IC
