Administrative Assistant/Public Finance Associate

4 weeks ago

denver, United States Prestige Staffing, Inc. Full time

Reports to: Manager Public Finance Administration- 100% in office

Summary: Support role with lots of variety

Provide comprehensive administrative and project/deal support to the Public Finance team. The ability to maintain an in-depth knowledge of required processes and regulatory procedures. The ability to interface with clients and possess strong interpersonal communication skills.


Qualifications:

3+ years of Admin experience in a Financial firm (MUST BE A FINANCIAL SERVICES FIRM). Public Finance background helpful.

- Ability to work with computers and various software programs. Proficiency in Microsoft Excel, Power Point and Word

  • Read and prioritize all incoming correspondence and email messages for the banking team
  • Prepare expense reports
  • Schedule meetings and conference calls
  • Make travel arrangements;

- Strong attention to detail, efficient and accurate typing, proofreading, researching, filing and other general administrative skills to effectively execute normal daily functions of the position

  • Ability to multi-task, prioritize and have strong organizational skills

- Ability to learn and maintain knowledge of and comply with FINRA, SEC and MSRB regulations regarding public finance business

- Ability to learn and comply with company and division operations, policies and procedures

- Strong communication (verbal & written)

- Ability to maintain client confidentiality

  • Ability to work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations

Duties:


- Schedule meetings and coordinate travel arrangements for team

- Submit banker expense reimbursement reports in Concur

- General correspondence

- Engagement letters, disclosures, invitations, etc.

- Database/file backfill

- Organize emails & schedules

- Coordinate Sponsorships, Conferences and Events

- Monitor inventory and order office supplies, presentation supplies and special orders

- Plan, order and coordinate holiday cards/client gifts

- Update and maintain deal list and Statement of Qualifications

- Assist with RFPs, Proposals (copying, assembling, binding)

- Special Projects – mailing to clients, monitor/record RSVPs to events, database updates

- Develop and track annual marketing schedule

- Work with team to develop and send marketing emails through JangoMail

- Plan and coordinate client events

-will be rolling out CRM for team, regulatory disclosures, engagement letters and BPA's.


Terrific Opportunity. Want someone with good job stability. 3+ years minimum at previous jobs. 100% in office. LOCAL CANDIDATES ONLY MUST HAVE FINANCIAL SERVICES EXPERIENCE

LUCRATIVE BONUSES (15K+)

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