Provide high-level administrative support to Equity Capital Markets and Investment Banking leadership: manage complex calendars, coordinate domestic and international travel, process expenses, maintain CRM data and reports, prepare presentations and client invoices, and support events and coverage for other assistants.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Job Description
We are looking for a highly motivated Executive Assistant to join our Equity Capital Markets team in Irvine. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. They will work closely with ECM and Investment Banking leadership on a variety of initiatives aimed at improving organization and efficiency.
Qualifications:
- A minimum of 3 years of experience as an Executive Assistant supporting multiple executives required. Experience in financial services a strong plus.
- Experience supporting remote or distributed teams preferred.
- Proven track record of success in a fast-paced and collaborative environment.
- A self-starter with acute attention to detail, and superior critical thinking and problem solving skills.
- Time management and organizational expertise, with the ability to prioritize a diverse workload.
- Strong written and verbal communication.
- Desire to build strong interpersonal relationships through collaboration and teamwork.
- Proficiency in MS 365, specifically Word, Excel and PowerPoint.
- High level of competency in CRM systems.
- Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
- Ability to work overtime as needed.
- This role is 100% in-office. Candidates must have the ability to work on site full time, five days per week.
- Some travel required.
Duties:
- Support ECM and Investment Banking leadership with project-focused tasks.
- Manage complex calendars, internal and external meeting logistics, and scheduling conflicts across teams and time zones.
- Coordinate domestic and international travel.
- Process expenses efficiently and accurately.
- Update and maintain data in CRM system, and produce data analysis and reports as needed.
- Prepare client invoices and track with accounting.
- Assist with preparing, printing, and binding internal and external presentations.
- Coordinate internal and client-related events and conferences, including onsite oversight when necessary.
- Assist with coverage for other assistants during absences to ensure continuity of support.
What we offer:
- Competitive salary
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
Top Skills
Crm Systems
Excel
Ms 365
PowerPoint
Word
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