Administrative Assistant - Investment Banking

William Blair New York , NY 10007

Posted 2 months ago

Company Description:

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

About the Team:

Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. Guided by our unwavering commitment to our clients' success and motivated by our vision to build the premier global boutique investment bank, we provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. Our mission is to provide bold, creative advice to clients and leadership in our markets and our communities.

Job Summary & Responsibilities:

Provide direct administrative coordination or support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties.

  • Works under moderate supervision due to previous experience/breadth and depth of knowledge of administrative processes. May exercise discretion and judgment and is capable of compiling information requests and determining trends.

  • Travel & Expense Arranges complex travel itineraries and submits expense reports in a timely manner

  • Calendar & Meeting Coordination Manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills

  • Info and Data Updates and maintains contact databases. May include compiling information for inclusion in reports or presentation materials including preparing reports, charts, graphs, or tables as necessary

  • Office Support Provides office support to include answering phones, greeting and interacting with clients, distributing mail, maintaining electronic and hardcopy filing, taking meeting minutes, creating documents, processing invoices, etc.

  • Projects & Processes Participates in other projects as required


  • High school education required; Bachelor's degree a plus

  • One plus years working in an office environment

  • Expertise with Microsoft Word, Excel, and PowerPoint

  • Professional services industry background preferred

  • Excellent verbal and written communication skills necessary

  • Willingness to adapt to change

  • Multitasking abilities

  • Ability to work in a fast-paced environment

  • Strong teamwork ability

  • Attention to detail

  • Ability to prioritize

  • Strong organizational skills

  • Ability to work in a team setting

  • Ability to maintain confidentiality

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Administrative Assistant - Investment Banking

William Blair