Our client is a financial services firm hiring an Executive Assistant to support the deal team! This is an exciting opportunity to work in the middle of the action, facilitating smooth operations and coordination for the team. Along with managing administrative tasks, including scheduling meetings, coordinating travel arrangements, and handling communication, you will also support marketing and business development activities that impact the deal-making process. If you’re ready to jump into this on-the-go team, apply now!

Responsibilities

• Coordinate travel, car rentals, and hotels. Must communicate any necessary needs and changes to itineraries.
• Assists with business development with maintenance of company CRM.
• Update intermediary contacts along with locations as needed.
• Enter all information regarding business meeting outcomes.
• Upload any meetings and notes about conferences, expos, and meetings.
• Transition any target deals to platforms or add-ons upon any closings
• Adjust all Executive contacts as needed.
• Assist in uploading, cross-checking, and tagging any target lists for the team.
• Create PR Blasts for any company news – inclusive of the following: Deals, Acquisitions, Partnerships, Closing, Year-End Review, New Hires, and others.
• Retrieve and communicate schedules for conferences and events.
• Schedule Marketing Meetings at the discretion of the Partners.
• Support Lead + Private Equity Marketing Summit, manage logistics: catering, transportation, lodging, and events.
• Lead and coordinate all necessary needs for all offsite meetings and events.
• Create meeting schedules for the summit ensuring everyone stays on point.
• Coordinate Pitchbook/Crains Updates alongside executive leadership.
• Construct new ways for the company to be visible on more social media outlets.
• Create and strategically plan all LinkedIn postings. following any news blasts a LinkedIn posting should be constructed in conjunction.
• Post any volunteer efforts within the company, and highlight available internships.
• Take photos and follow up with a post after any holiday festivities within the office.
• Devise a plan to do Executive spotlights through video or photo.
• Research current market happenings within the industry and post accordingly.
• Update as needed with any company news – works in conjunction with any PR.
• Schedule and get any new hires uploaded to the website via WordPress.

Ideal Experience

• 3-5 years of administrative experience.
• Must have professional services, ideally finance experience.
• Experience in a professional environment with marketing and social media.
• Works well under tight deadlines with minimal supervision.
• Exceptional tech skills with strong written and verbal communication skills.
• Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint).

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