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Investment banking firm located in downtown Houston in search of a junior-level Executive Assistant to support a team of Managing Directors, Directors, Analysts, and Associates.

Responsibilities will include:

• Manage active calendars and utilizing Zoom and Microsoft Teams
• Arrange domestic and international travel itineraries and agendas
• Create and edit documents utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
• Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts
• Maintain CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating and maintaining distribution lists
• Maintain discretion in dealing with confidential information and sensitive materials
• Plan and coordinate internal and external meetings, dinners, celebrations and events, both on-site and off-site locations; negotiate contracts with restaurants and meeting facilities
• Assist with the on-boarding of new team members

Requirements:

•  4-year degree preferred
• Strong MSOffice skills. Concur expense reporting experience preferred
• Excellent written and verbal communication skills
• Detailed work style with the ability to effectively prioritize projects and tasks

 Positive work environment and team. Great work / life balance with minimal overtime. Upscale office environment with nice amenities. Excellent benefits package offered along with generous annual bonus. Work schedule offers one WFH day per week after 6 months of employment. 

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