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Administrative Assistant/Financial Industry

2 months ago

Denver, United States Prestige Staffing, Inc. Full time

Administrative Coordinator | Investment Banking (DTC)

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 tech Center 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
  • Growth within Compliance


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 and be able to work 100% in office.