CareerPlan

Executive Assistant - Investment & Corporate Banking

Menlo Park, CA, USFull-time$80k–$100k2026-09-22 → 2026-11-11
On-site · United States

Core

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

Role type

Executive Assistant

Builds

Administrative operations for senior banking leadership

Domain

Financial Services / Investment Banking

Required skills

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

Preferred skills

Financial services experience, Concur proficiency, multitasking, conflict resolution

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, assist with business unit projects, oversee general office needs, revise presentations, serve as liaison between IT and business unit

Seniority

Mid-level, hands-on IC