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Executive Assistant - Investment & Corporate Banking

Menlo Park, CA, US💼 Full-time💰 $80,000–$80,000🗓 2026-09-22 → 2026-09-26

Core

Provide administrative support to Managing Directors and team members in Investment & Corporate Banking.

Role type

Executive Assistant to Managing Director

Builds

Administrative operations for senior banking leadership

Domain

Financial Services / Investment Banking

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

Calendar management, travel coordination, expense processing, Salesforce administration, PowerPoint creation, gatekeeping, liaison coordination

Preferred skills

Concur proficiency, financial services experience, multitasking, adaptability

Technologies

Outlook, Salesforce (OneBanker, BoardEx), Concur, Microsoft Word, Excel

Responsibilities

Manage complex calendars, coordinate domestic and international travel, process business expenses, screen calls and deliver messages, administer client data in Salesforce, revise and bind presentations, oversee general office needs, serve as liaison between IT and business unit

Seniority

Individual Contributor, mid-level support role

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