Administrative Assistant
Administrative Coordinator Investment Banking (Cherry Creek)
Financial Corporation is seeking an accomplished administrative professional to join the team of Capital Advisors, the firm’s investment banking group and registered broker / dealer.
The ideal candidate will be a self-motivated, multi-tasking individual who possesses solid administrative and people skills.
This full-time opportunity will be based in our Cherry Creek office in Denver, Colorado.
Responsibilities
- Coordinating multiple internal projects and tasks for a diverse group of investment banking professionals
- Preparing client-facing memoranda, proposals, large mailings, seminar textbooks, reports and other deliverables
- Proofreading, editing and formatting documents
- Performing project data entry, tracking and reporting
- Managing and updating contact lists
- Planning onsite and offsite meetings, conference calls and lunches
- Performing deal-specific research
- Maintaining electronic data rooms, including granting access, setting permissions and folders, uploading documents and archiving
- Assisting with FINRA compliance efforts
- Maintaining contracts, subscriptions, membership and registration renewals
- Working in conjunction with the accounting group to maintain required documentation for annual audit
- Performing general office administrative duties including processing expenses and invoices, coordinating staff calendars, scanning documents, faxing, copying and printing
- Performing other duties as assigned
Qualifications
- Bachelor’s or associate degree from an accredited college or university, or an equivalent number of years of work experience
- 3+ years of experience in an administrative support role or equivalent position
- Strong customer service ethic and dedication to high quality work product
- Ability to thrive with minimal direction and supervision
- Ability to maintain confidentiality
- Proven organizational and time management skills, and the ability to efficiently manage multiple priorities in a fast-paced work environment
- Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills
- Demonstrated maturity and the ability to perform both individually and as a team player
- Excellent proofreading, editing, and formatting skills
- Strong proficiency in MS Office software (Word, PowerPoint, Excel)
Must have 2-3 years of Financial Service background to be considered.
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