We are seeking a detail oriented and service-driven Administrative Assistant to join our team. In this role you will support a growing group of 80+ investment bankers – by managing their expense reports, providing phone support, coordinating travel, and offering responsive, thoughtful support that makes their days easier. The ideal candidate thrives on supporting others, maintains professionalism under pressure, consistently goes the extra mile to provide excellent customer service, and brings a proactive approach to an ever-evolving service and industry.
This is more than just a task-based role – we’re looking for someone puts the client experience at the center of everything they do.Shift: Monday-Friday, 10am-6pm MST (Hours change with daylight savings)This role is hybrid (3 days in office, 2 days remote)What You’ll Do:Process and review a high volume of expense reports with accuracy and careProvide responsive, friendly, solutions-focused phone and email supportCoordinate domestic and international travel arrangements including flights, hotels, and ground transportationRespond to last minute travel requests with speed, professionalism, and precisionServe as trusted point of contact for bankers, supporting their administrative needs with a focus on accuracy and customer serviceCollaborate cross-functionally to resolve issues and ensure a seamless experience for bankersEnsure compliance with internal policies and follow up on any discrepanciesIdentify opportunities for process improvement and enhance service qualityMaintain confidentiality, professionalism, and a positive attitude in all interactions