CareerPlan

Administrative Assistant, Global Investment Banking, Energy Group (Houston)

Houston, Texas, United States of AmericaFull-time2026-09-21 → 2026-11-12

Core

Provide comprehensive administrative support to senior leadership and cross-functional teams within the Global Investment Banking group, focusing on executive scheduling, travel coordination, expense management, and operational risk monitoring.

Role type

Senior Administrative Assistant (Investment Banking)

Builds

Executive calendars, travel itineraries, expense reports, and operational risk controls

Domain

Financial Services / Investment Banking

Required skills

Calendar management, travel coordination, expense reporting, MS Office (Word, Excel, PowerPoint), Salesforce, CRM, risk identification, discretion, multitasking

Preferred skills

Financial services experience, regulated industry experience, Bachelor's Degree

Technologies

MS Office, Concur, Salesforce

Responsibilities

Manage executive calendars and scheduling, coordinate domestic and international travel, prepare and track expense reports, act as backup to department staff, identify and escalate operational risks, distribute mail and coordinate courier services

Seniority

Mid-Senior level, hands-on IC