Executive Assistant

    • Job Tracking ID: 85444-327113
    • Job Location: New York, NY
    • Job Level: Mid Career (2+ years)
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: 10/11/2021
    • Years of Experience: 3+
    • Starting Date: ASAP
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Job Description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

We are looking for a highly motivated Executive Assistant to join our Investment Banking team in New York City, NY. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. The Executive Assistant will work closely with senior and junior bankers on a variety of projects and initiatives aimed at improving organization and efficiency.


Experience and Skills

* A minimum of 3 years’ experience as an Executive Assistant supporting multiple individuals in a fast-paced professional environment required, experience in financial services a strong plus
* Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute
* Exceptional written and verbal communication skills, strong interpersonal skills
* Excellent organizational skills with the ability to work under pressure with diverse workloads and little or no direct supervision
* Ability to apply good judgment and appropriately handle sensitive or confidential information and situations
* Strong working knowledge of MS Office, specifically Word, Excel and PowerPoint
* Ability to work with or promptly learn to work with Concur Expense application
* CRM database experience, Salesforce or Singletrack a strong plus
* A team player, willing to assist in other areas when necessary
* Ability to work overtime as needed

* Heavy calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.
* Assist with client outreach by initiating and/or following-up on client communication
* Maintain working knowledge of projects and meeting activity
* Execute data capture and reporting processes
* Prepare, print, and bind client presentations
* Plan internal and client-related virtual and in-person events, including on-site coordination when necessary
* Coordinate domestic and international travel arrangements
* Process expense reports and submit to accounting for payment
* Maintain department files and manage the record retention process to ensure compliance with industry regulations

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.