Department: Investment Banking

Location: San Felipe Road - Houston, TX 77057

Full time onsite role

Potential for extension or conversion to permanent based on attendance and performance

2 rounds of interviews - will video interview an on-site

Must be professionally dressed and have excellent oral and written communication skills

Duties:

• Extensive calendar management and travel booking required
• Booking offsite client meetings
• DealCloud (CRM system) data entry (will be trained)
• Answer calls if needed
• Processing Expenses
• Assist Office Manager as needed with clerical tasks
• Routine contact with internal and external customers is required to obtain, clarify or provide facts and information
• Coordinates and performs a range of staff and/or operational support activities for a manager or group of mangers in an assigned functional area
• Serves as a liaison with other functional areas, external customers and vendors in the resolution of routine administrative and operational problems
• Composes and edits correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies
• Schedules and coordinates meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements
• Prepares or assists in preparing scheduled and/or ad hoc statistical and narrative reports by performing basic information gathering and analysis, as specifically directed
• Establishes, maintains and updates files, databases, records and/or other documents
• Develops and maintains data and performs routine analyses and calculations involved in preparing recurring internal reports
• Sorts, screens, reviews and distributes incoming and outgoing mail and prepares timely responses to a variety of routine written inquiries
• Requisitions supplies, printing, maintenance and other services
• Maintains currency in modern office management methods and techniques
• Operates standard office equipment and uses required software applications

Skills:

• Intermediate level concepts, principles and practices of providing administrative support.

• Must have experience booking travel, handling expenses and scheduling meetings.

• Scheduling and coordinates meetings, events, interviews and appointments.

• Intermediate level terminology of financial markets and products.

• Performing a range of staff and/or operational support activities for a manager or group of mangers.

• Answering telephones and assisting visitors.

• Prepare, transcribing, composing, typing, editing correspondence, agendas and minutes and other documents.

• Gathering and analyzing basic information.

• Establishing and maintaining files, databases, and other records.

• Performing routine analyses and calculations involved in preparing reports.

• Sorting, screening and distributing mail.

• Operating standard office equipment and using required software applications.

• Maintain currency in modern office management methods and techniques.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Communicate effectively, both orally and in writing.

• Work collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships

Education: High School Diploma or GED is required

Minimum of 2-3 years of clerical support role required

Required Skills:

TRAVEL EXPENSES

TRAVEL ARRANGEMENTS

ANSWER PHONES

DATA ENTRY

ADMINISTRATIVE ASSISTANT

Start Date: 04/29/2024

Estimated End Date: 10/25/2024

Hours Per Week: 40.00

Hours Per Day: 8.00