Investment Banking Executive Assistant – Minneapolis, MN
Core
Provide high-level professional administrative support to the Healthcare Investment Banking team in Minneapolis, managing calendars, travel, and confidential communications for senior partners and clients.
Role type
Executive Assistant to Investment Banking Healthcare team
Builds
Internal and external meetings, events, and conference logistics for the banking group
Domain
Investment Banking / Healthcare
Deliverable
client delivery
Required skills
calendar management, travel itinerary planning, document creation (pitchbooks, reports), CRM database management, expense reporting, meeting coordination, phone screening, discretion with confidential information
Preferred skills
familiarity with financial/banking industry, ability to manage competing priorities, willingness to travel under 10 days/year
Technologies
Microsoft Office suite, Zoom, Microsoft Teams, Concur
Responsibilities
Manage and screen multiple banker phone lines; coordinate internal and external meetings, dinners, and events; compile expense reports and reconcile corporate Visa accounts; update CRM databases and maintain deal pipelines; arrange domestic and international travel; execute administrative tasks for multiple partners
Seniority
Individual Contributor, support role