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Executive Assistant - Capital Markets, TDS US
Executive Assistant - Capital Markets, TDS USTD Bank • New York, NY, US
Executive Assistant - Capital Markets, TDS US

Executive Assistant - Capital Markets, TDS US

TD Bank • New York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Executive Assistant I - TDS

The Executive Assistant I - TDS provides highly skilled, diversified, confidential and administrative support of an executive nature to a senior executive of a Company division, performing complex and technical activities requiring considerable discretion and independent judgment. This role works with persons at all levels of the company, as well as external organizations and customers and handles highly confidential materials. This role facilitates management details and serves as an intermediary with important delegated administrative functions to relieve executives of administrative responsibilities and details. This role may supervise various offices' administrative and support personnel. This role coordinates and facilitates high-level executive functions with wide latitude for independent judgment. This role assists with numerous highly confidential functions including merger & acquisition early-stage meetings and due diligence document organization. This role compiles, formats, prepares and distributes Board of Directors and Committee meeting materials, minutes and records.

Depth & Scope :

  • Provides a high level of administrative support ensuring quality service and professionalism at every customer interaction
  • Manages efficiently in a multi-tasked environment and ensures deadlines are met
  • Applies appropriate due diligence ensuring accuracy in preparing and promptly completing all required supporting documentation (reports, presentations, invoices, correspondence, tables, charts, files, etc.)
  • Schedules and organizes meetings, including preparation and coordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required
  • Maintains proficiency with software applications / programs and / or department specific systems as required (i.e. MS Office, Word, PowerPoint, Excel, Lotus Notes, etc.)
  • Efficiently manages and promptly responds to all incoming enquiries / requests for information independently or re-directs to the appropriate person / area
  • Ensures the optimal level of customer service and professionalism is provided
  • Provides accurate, organized and efficient administrative support; collects and tracks data, researches information, sorts and distributes mail, balances and processes expense reports, schedules and organizes meetings, manages calendars, creates and maintains files, and performs other administrative assignments as required
  • Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
  • Prioritizes and manages own workflow to ensure quality and efficiency (i.e. meets deadlines; be flexible in adjusting to changing work priorities)
  • Uses software programs and other tools or equipment with ease and efficiency, and provides documents / information that effectively support the needs of the team
  • Efficiently manages expectations / concerns through strong communication skills, both verbal and written
  • Takes initiative to identify and recommend improvements in own job function, researches and / or investigates issues requiring resolution in order to execute on assigned tasks
  • Be an effective team player and flexible in adjusting to changing work priorities
  • Participates fully as a member of the team and contributes to a positive work environment
  • Keeps others in the immediate team informed and up to date about the status / progress of projects, and all relevant or useful information related to day-to-day activities
  • Supports the team by continuously developing knowledge in own area
  • Reports to a Bank Executive and provides dedicated executive administrative support
  • Senior level of administrative support and performs diverse range of tasks that involve a range of complexity
  • Has autonomy and some discretion to make decisions within well-defined parameters
  • Role may also be involved with the administration of sensitive and / or confidential material requiring discretion

Education & Experience :

  • Associate's degree and / or Bachelor's degree or progressive work experience in addition to experience below
  • 2+ Years of related experience
  • Exceptional clerical and administrative skills
  • Knowledge of division organization, terminology and operations
  • Ability to work independently
  • Strong organizational skills, with ability to keep others focused, on task and efficient
  • Excellent communication skills, both written and verbal
  • PC skills, including proficiency with spreadsheets, reporting tools and presentation software
  • The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

    Who We Are :

    TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

    Our Total Rewards Package :

    Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation / incentive awards (e.g., eligibility for cash and / or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

    Additional Information :

    We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

    Accommodation :

    TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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    Executive Assistant • New York, NY, US

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