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Executive Assistant/Analyst
4 weeks ago
- Handle confidential information in a professional and discreet manner
- Prepare, iterate and finalize PowerPoint presentations, Word documents, Excel spreadsheets and dashboards as directed
- Analyze and synthesize data and information to prepare, update and manage Word and Excel summaries
- Prepare structure charts and diagrams using Visio
- Provide tax research using BNA and Tax Notes websites
- Collaboration with LegalTech team on processes and law firm updates
- Manage quarterly Credit Agreement compliance confirmation process
- Detail oriented review and update of legal documents, Excel spreadsheets and Visio charts
- Prepare and update Tax analyses and summaries
- Coordinate scheduling of meetings/conference calls and arrange location/call details
- Manage complex, ever-changing calendars and task lists effectively to maximize time in accordance with the executive priorities
- Assist with technology as needed
- Complete project work in a timely and organized manner
- Complete and submit expense reports in a timely fashion
- Order, track, and confirm receipt of messenger services and other mailings as requested
- Manage travel arrangements, including transportation, reserving accommodations, preparing detailed itineraries, and coordinating materials (Limited with Covid)
- Proficiency in Microsoft Office applications, with focus on Excel, PowerPoint and Visio
- Proficiency in Adobe Acrobat or comparable PDF software
- Experience within financial services industry
- Superior organizational skills and ability to manage multiple assignments
- Consistent accuracy, thoroughness, and strict attention to detail, with the ability to problem solve
- Ability to effectively and maturely communicate and collaborate with diverse personalities in all levels of management, as well as outside vendors and clients
- Ability to demonstrate discretion in handling confidential data and dealing with high-level executives
- Assertive and proactive attitude toward assignments and in managing business relationships
- Learning agile, able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
- Experience with coordinating travel and meeting arrangements
- Experience managing calendars in different time zones
- Collaborative, energized by the open exchange of ideas
- Maintain accountability and accept responsibility
- Bachelor’s degree with at least 5 years of related analyst or administrative experience supporting at least one executive
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