Qualifications
Responsibilities
Benefits
Business Unit:
Corporate FinanceIndustry:
GeneralScope:
As an Executive Assistant, you will have delegated authorityfrom theHead(s) of Corporate Finance (the 3Head(s)5) toa0perform advanced administrativea0tasks on special projects anda0confidential assignmentsa0directly relateda0toa0significant Company mattersa0with minimal supervision.a0a0You will exercise considerable discretion and independent judgmenta0in prioritizing anda0professionally managing thea0Head(s)a0externala0contacts.a0a0You will also independently plan,a0organizea0and schedule worka0based on necessary deadlines and priorities.a0a0The Executive Assistant role requires extensive knowledge ofa0Company operations and organizational procedures.a0a0It maya0alsoa0require regular use of technical and business vocabulary.a0
Corea0Responsibilities:a0
Providesa0administrative support toa0the Head(s)a0and their direct team in an efficient anda0timelya0manner.a0a0Staysa0informed of current projects, issues,a0anda0priorities across the line of business anda0takes ona0additionala0tasksa0asa0appropriate.a0
Managesa0the following processesa0on behalf of Corporatea0Finance (3CF5)a0Management:a0
Eventa0Request process review and approvala0up toa0$1000a0
Quarterlya0Businessa0Reviewa0Processa0 64a0including facilitating materials and complex scheduling witha0discretion over timing on behalf of thea0Head(s)a0
Innovation Submissiona0Committeea0Administration 64 includinga0creation of a process for a new committee,a0drafting ofa0communications,a0and furthering committee objectivesa0a0
Performance Review Processa0 64a0includinga0helpinga0coordinate year-end review meetings,a0managinga0eventa0logistics,a0and servinga0as on-site support fora0thea0year-enda0review meeting in Dallasa0
Managesa0highly confidential, business sensitive information.a0
Exercisesa0independence,a0judgement,a0and discretion in meeting acceptance, creation, and overall schedulinga0on behalf ofa0assigneda0executive(s).a0a0
Coordinates travel, hotel accommodations, and meeting facilities.a0a0Researches,a0negotiates,a0and arranges off-site meetings, events, and dinners. Develops itineraries to ensure maximum efficiency anda0conveniencea0for each trip.a0a0Keeps track of potential clients and other contacts to meet in each destination city and schedules meeting opportunities.a0
Creates anda0submitsa0expense reports fora0assigneda0executive(s)a0in a timely manner, adhering to the Companys expense policies to ensurea0timelya0reimbursement.a0Proactively obtains missing receipts and reconciles credit card statements to ensure all expenses are submitted.a0a0
Manages event planning and on-site event execution for Corporate Finance, including working with the Marketing Department to develop budgets, selecting venues, assisting with registration, coordinating with speakers, making menu selections (including special requirements), planning group activities, selecting and ordering event gifts,a0and other related tasks.a0a0
Independently creates company-wide correspondences on behalf ofa0assigneda0executive(s).a0a0
Maintainsa0a professional work environment,a0helping to create and foster a positivea0CF administrative culture.a0
Assistsa0with training and onboarding of new administrative assistants to ensure understanding of Company and departmental policies and procedures.a0
Understands and upholdsa0Companya0and departmentala0policiesa0and procedures.a0
Respondsa0to requests fora0assistancea0from other business units,a0groups,a0anda0internal and external colleaguesa0anda0proactivelya0offersa0assistancea0when available.a0
Additionala0Responsibilities:a0
Assuresa0thata0thea0executive(s)a0schedulesa0area0aligned with identified priorities.a0Usesa0independent judgment in rearranging thea0executive(s)a0schedulea0dailya0to ensure efficienta0use of timea0anda0manageable workload.a0
Effectively coordinatesa0and collaboratesa0with colleagues,a0clients, and stakeholdersa0at all levelsa0toa0complete tasks and/or projects asa0needed.a0a0
Performsa0othera0related dutiesa0and speciala0projectsa0asa0assigned.a0
Qualifications:a0a0
Exceptional attention to detaila0and organizational skills.a0a0
Minimum of fivea0(5)a0yearsa0ofa0experience in an advanceda0administrativea0position,a0preferably in the professional or financial services industry.a0a0
Intermediate or advanced knowledgea0of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).a0a0
Demonstratesa0effectivea0decision-making skillsa0anda0cana0make decisions independentlya0ora0witha0minimala0direction.a0a0
Excellent analytical skillsa0with the ability to worka0proactively and independently.a0a0
Strong interpersonala0and communicationa0skillsa0witha0abilitya0to work witha0colleagues and clients.a0
Advanced written communication skills, witha0accuratea0spelling, grammar, and punctuation.a0a0
Ability to communicatea0in aa0clear,a0precise, and professionala0mannera0in both written and verbal communications.a0
Ability to exercise good business judgment when respo
About Houlihan Lokey, Inc
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