Job Details
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