Executive Assistant - Investment Banking

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  Manage a wide range of administrative, clerical, and business support functions
  
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  Handle incoming calls and direct inquiries to appropriate parties
  
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  Coordinate and maintain complex executive calendars across multiple time zones
  
• 
  Support internal and external meetings, conference calls, and presentations
  
• 
  Arrange domestic and international travel and prepare detailed itineraries
  
• 
  Process a high volume of expense reports accurately and efficiently
  
• 
  Utilize CRM and internal systems such as a CRM for tracking and administrative support (training provided as needed)
  
• 
  Prepare correspondence, reports, and other business documents as required
  
• 
  Support ad hoc projects and perform additional duties as assigned
  

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  Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  
• 
  Experience with CRM preferred, with willingness to learn new systems
  
• 
  Strong organizational, communication, interpersonal, and problem-solving skills
  
• 
  Exceptional attention to detail with the ability to manage competing priorities
  
• 
  Ability to handle confidential information with discretion and professionalism
  
• 
  Proactive mindset with the ability to anticipate needs and take initiative
  
• 
  Strong team player with a positive, adaptable approach to changing priorities
  
• 
  Comfortable working in a high-volume, fast-paced investment banking environment
  
• 
  Hands-on attitude with willingness to support across all responsibilities to ensure team success
  

• Manage a wide range of administrative, clerical, and business support functions
• Handle incoming calls and direct inquiries to appropriate parties
• Coordinate and maintain complex executive calendars across multiple time zones
• Support internal and external meetings, conference calls, and presentations
• Arrange domestic and international travel and prepare detailed itineraries
• Process a high volume of expense reports accurately and efficiently
• Utilize CRM and internal systems such as a CRM for tracking and administrative support (training provided as needed)
• Prepare correspondence, reports, and other business documents as required
• Support ad hoc projects and perform additional duties as assigned

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Experience with CRM preferred, with willingness to learn new systems
• Strong organizational, communication, interpersonal, and problem-solving skills
• Exceptional attention to detail with the ability to manage competing priorities
• Ability to handle confidential information with discretion and professionalism
• Proactive mindset with the ability to anticipate needs and take initiative
• Strong team player with a positive, adaptable approach to changing priorities
• Comfortable working in a high-volume, fast-paced investment banking environment
• Hands-on attitude with willingness to support across all responsibilities to ensure team success

• Manage a wide range of administrative, clerical, and business support functions
• Handle incoming calls and direct inquiries to appropriate parties
• Coordinate and maintain complex executive calendars across multiple time zones
• Support internal and external meetings, conference calls, and presentations
• Arrange domestic and international travel and prepare detailed itineraries
• Process a high volume of expense reports accurately and efficiently
• Utilize CRM and internal systems such as a CRM for tracking and administrative support (training provided as needed)
• Prepare correspondence, reports, and other business documents as required
• Support ad hoc projects and perform additional duties as assigned

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Experience with CRM preferred, with willingness to learn new systems
• Strong organizational, communication, interpersonal, and problem-solving skills
• Exceptional attention to detail with the ability to manage competing priorities
• Ability to handle confidential information with discretion and professionalism
• Proactive mindset with the ability to anticipate needs and take initiative
• Strong team player with a positive, adaptable approach to changing priorities
• Comfortable working in a high-volume, fast-paced investment banking environment
• Hands-on attitude with willingness to support across all responsibilities to ensure team success

About Burnett Specialists
Burnett Specialists is a top-ranked, 100% employee-owned recruiting firm with over 50 years of expertise in connecting top talent with exceptional companies. Headquartered in Texas, we specialize in placing professionals in Accounting, IT, HR, Marketing, Engineering, Sales, Legal, Supply Chain, and Administrative roles across major cities, including Houston, Austin, Dallas, San Antonio, and El Paso.

With a proven track record of responsiveness, cost savings, and full-spectrum staffing solutions — from temporary and temp-to-hire to payrolling and direct hire placements — we are committed to exceeding expectations and delivering unparalleled results.

As a Woman-Owned Business Enterprise (WBE), we take pride in building long-term relationships with our clients and candidates while fostering integrity, professionalism, and community involvement.

Visit us at: www.burnettspecialists.com
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