Executive Assistant

Summary: Piper Sandler is a leading investment bank that connects capital with opportunity to build a better future. They are currently seeking an Executive Assistant to support the Investment Banking team in Boston, MA, providing high-level professional support and managing multiple priorities in a fast-paced environment. Responsibilities: - Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams - Arrange domestic and international travel itineraries and agendas - Word-processing and desktop publishing 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 - Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast - Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up - Maintain discretion in dealing with confidential information and sensitive materials - Ownership of coordinating internal and external meetings, dinners, and events, both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities - Ability to perform diplomatically while managing competing priorities and varying banker expectations - Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues - Assist with the on-boarding of new banking team members - Develop excellent relationships with the external clients and internal partners throughout the company - Assume other related responsibilities as required or requested Required Qualifications: - High-level professional support for the banking team - Ability to navigate multiple projects, priorities, and deadlines - Strong organizational skills - Professional demeanor and appropriacy to interact with senior partners, clients, and colleagues - Natural team player and works well in a collaborative environment - Execute a broad variety of administrative tasks for multiple partners and senior bankers - Fully managing active calendars - Utilizing Zoom and Microsoft Teams - Arrange domestic and international travel itineraries and agendas - Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software - Compile expense reports for assigned bankers according to company policy utilizing Concur - Reconcile corporate Visa accounts - Contribute proficiently and skillfully to the CRM database - Update contact information, enter call notes, assist with deal process tracking - Create and maintain distribution lists - Maintain accurate pipelines and forecast - Exercise discretion in committing time and evaluating needs - Advise of time-sensitive and priority issues, ensuring appropriate follow-up - Maintain discretion in dealing with confidential information and sensitive materials - Ownership of coordinating internal and external meetings, dinners, and events - Negotiate contracts with restaurants and meeting facilities - Ability to perform diplomatically while managing competing priorities and varying banker expectations - Manage and screen multiple banker phone lines - Project a positive, professional image for all clients and colleagues - Assist with the on-boarding of new banking team members - Develop excellent relationships with external clients and internal partners Required Skills: Calendar management, Travel coordination, Microsoft Suite Important Skills: CRM database management, Expense reporting Nice-to-Have Skills: Professional demeanor, Discretion, Organizational skills, Team player Benefits: Competitive annual bonus structure in addition to salary, Work life balance with generous PTO and 10 Federal Holidays, Hybrid work schedule options are available after 6 months of employment, Monthly Early Friday departure opportunity throughout the year, Opportunities for training & professional development, on-demand, throughout the year, Collaborative and supportive team environment where your contributions are recognized and rewarded