William Blair & Co LLC

Executive Assistant - Investment Banking

William Blair & Co LLC$110K — $135K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma required; Bachelor's degree preferred.
  • 5+ years of office experience, with a focus on supporting senior-level bankers.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Background in professional or financial services is highly desirable.
  • Exceptional verbal and written communication skills.
  • Strong problem-solving and critical thinking abilities.
  • Flexibility and adaptability in a changing work environment.

Responsibilities

  • Arrange complex travel itineraries and manage expense reports efficiently.
  • Oversee calendar management by anticipating needs and resolving scheduling conflicts.
  • Maintain and update contact databases, compiling data for reports or presentations.
  • Provide general office support, including phone communications and client interactions.
  • Participate in special projects, applying independent judgment to various tasks.
  • Train new or less experienced administrative staff and act as a resource for the team.
  • Execute additional duties as assigned.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Employer-paid short and long-term disability and life insurance.
  • 401(k) retirement plan with profit-sharing options.
  • Generous paid time off and parental leave policies.
  • Access to Maven family and fertility benefits.
  • Additional voluntary benefits available.
Full Job Description
Provides direct administrative coordination and support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties. Works under limited guidance due to previous experience/breadth and depth of knowledge of administrative processes. Independently exercises discretion and independent judgment and is capable of analyzing information requests and determining trends. Proactively identifies systems and processes to create greater efficiencies. Responsibilities include but may not be limited to: • Travel & Expense - Arranges complex travel itineraries and submits expense reports in a timely manner. • Calendar & Meeting Coordination - Proactively manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills. • Info and Data - Updates and maintains contact databases. May include compiling and analyzing information for inclusion in reports or presentation materials including preparing reports, charts, graphs, or tables as necessary. Demonstrates the ability to utilize software applications for maximum effect and efficiency. • Office Support - Provides office support to include answering phones, greeting and interacting with clients, distributing mail, maintaining electronic and hardcopy filing, taking meeting minutes, creating documents, processing invoices, etc. • Projects & Processes - Participates in other projects that may require the application of independent judgment/interpretation of policies/practices. Acts as a resource and trains new and/or more junior administrative team members. • Additional responsibilities as requested. Qualifications: • High school education required; Bachelor's degree a plus. • Five plus years working in an office environment, with experience supporting senior-level bankers highly preferred. • Expertise with Microsoft Word, Excel, PowerPoint and Outlook. • Professional or financial services industry background preferred. • Excellent verbal and written communication skills. • Proven problem solving and critical thinking skills. • Willingness to adapt to change. • Multitasking abilities. • Ability to work in a fast-paced environment. • Strong teamwork ability. • Ability to maintain confidentiality. • Attention to detail. • Ability to prioritize. • Strong organizational skills. • Ability to work in a team setting. #LI-CG1 #LI-Hybrid A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $110,000-$135,000 USD

About William Blair & Co LLC

William Blair is a global investment banking and asset management firm that provides advisory services, strategies, and solutions to meet clients' evolving needs. The firm's investment banking group offers mergers and acquisitions, public and private financing, and other advisory services. William Blair's asset management group provides investment management, wealth management, and retirement planning services. The firm is headquartered in Chicago, Illinois, and has over 1,400 employees worldwide.
Learn more about William Blair & Co LLC
Size
1,400 employees
Industry
NASDAQ

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