To provide administrative support to the Senior Managing Director and the New York Commercial and Construction team. The role will also assist with monitoring KYC/AML due diligence and other various projects.
Maintain Relationship Manager calendars, including but not limited to; heavy scheduling, sending invitations, and arranging meeting space.
Responsible for answering telephones and transferring as appropriate; taking messages; and/or assisting directly when necessary.
Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources including shared networks and/or programs. Utilize FedEx; UPS; and US Postal Service as appropriate.
Greet clients, prospects and visitors. Direct and accompany to appropriate conference rooms. Coordinate meetings and conferences, including ordering food, and setting up and taking down the room.
Manage all logistics for small events within the New York Commercial and Construction team (Board dinners, cocktail parties, Wealth Management roundtables)
Make all travel arrangements for Team (air; rail; hotel; car service, etc.).
Maintain and process all Team Member expense receipts and reports.
Assist Team as necessary with document preparation, including editing, formatting and distribution of documents.
Assisting analyst with processing documents and imputing information into various platforms (AFS, PowerLender, Flight Path, Onbase, etc.)
Assisting with UCC and Good Standing searches, ordering credit reports and KYC entry to Appian. Assist team in Reg B compliance
Assist with project based work, including research as appropriate and directed.
Assist with mailings through Mail Merge and creating labels.
Occasional overtime due to event work.
Other duties and responsibilities may be assigned.
Ideal candidate should have:
2-5 years of admin experience preferred.
Proficiency in Word, Excel, and PowerPoint.
Social Media knowledge. (Facebook, LinkedIn, Twitter, etc.)
Ability to work well individually and with the team.
Excellent verbal and written communication skills.
Handle sensitive information with high confidentiality.
Ability to prioritize multiple duties and responsibilities.
Ability to work well under pressure in a fast paced environment.
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