Executive Assistant - Charlotte, NC
Core
Provide high-level professional support to Investment Banking partners and senior bankers in Charlotte, NC, managing complex administrative workflows, travel, and client-facing coordination.
Role type
Executive Assistant (Investment Banking)
Builds
Operational support for Investment Banking deals and client engagements
Domain
Investment Banking / Financial Services
Deliverable
client delivery
Required skills
calendar management, travel itinerary planning, document creation (pitchbooks, reports), expense reporting, CRM database management, meeting/event coordination, phone screening, discretion with confidential information
Preferred skills
ability to navigate multiple priorities, professional demeanor, team collaboration
Technologies
Microsoft Office Suite, Zoom, Microsoft Teams, Concur
Responsibilities
Manage active calendars for multiple partners; arrange domestic and international travel; create pitchbooks and engagement letters; compile expense reports and reconcile corporate accounts; update CRM databases and maintain deal pipelines; coordinate internal and external meetings and events; manage and screen banker phone lines; assist with onboarding new team members
Seniority
Individual Contributor, mid-level support role