Administrative Coordinator | Investment Banking

5 days ago

Denver, Colorado, United States Prestige Staffing Full time
About the Role

Prestige Staffing is seeking an accomplished administrative professional to join the team of Capital Advisors, the firm's investment banking group and registered broker/dealer.

Key Responsibilities
  • Coordinate multiple internal projects and tasks for a diverse group of investment banking professionals.
  • Prepare client-facing memoranda, proposals, large mailings, seminar textbooks, reports, and other deliverables.
  • Proofread, edit, and format documents.
  • Perform project data entry, tracking, and reporting.
  • Manage and update contact lists.
  • Plan onsite and offsite meetings, conference calls, and lunches.
  • Perform deal-specific research.
  • Maintain electronic data rooms, including granting access, setting permissions, and folders, uploading documents, and archiving.
  • Assist with FINRA compliance efforts.
  • Maintain contracts, subscriptions, membership, and registration renewals.
  • Work in conjunction with the accounting group to maintain required documentation for annual audit.
  • Perform general office administrative duties, including processing expenses and invoices, coordinating staff calendars, scanning documents, faxing, copying, and printing.
  • Perform other duties as assigned.
Requirements
  • 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).
Preferred Qualifications
  • 2-3 years of financial services background.
  • Ability to work 100% in office.

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