Administrative Coordinator | Investment Banking (DTC) 100% in office.
Financial Corporation is seeking an accomplished administrative professional to join the team of Capital Advisors, the firm’s investment banking group and registered broker/dealer. The ideal candidate will be a self-motivated, multi-tasking individual who possesses solid administrative and people skills.
This full-time opportunity will be based in our tech Center office in Denver, Colorado.
Responsibilities
- Coordinating multiple internal projects and tasks for a diverse group of investment banking professionals
- Preparing client-facing memoranda, proposals, large mailings, seminar textbooks, reports and other deliverables
- Proofreading, editing and formatting documents
- Performing project data entry, tracking and reporting
- Managing and updating contact lists
- Planning onsite and offsite meetings, conference calls and lunches
- Performing deal-specific research
- Maintaining electronic data rooms, including granting access, setting permissions and folders, uploading documents and archiving
- Assisting with FINRA compliance efforts
- Maintaining contracts, subscriptions, membership and registration renewals
- Working in conjunction with the accounting group to maintain required documentation for annual audit
- Performing general office administrative duties including processing expenses and invoices, coordinating staff calendars, scanning documents, faxing, copying and printing
- Performing other duties as assigned
- Growth within Compliance
Qualifications
- Bachelor’s or associate degree from an accredited college or university, or an equivalent number of years of work experience
- 3+ years of experience in an administrative support role or equivalent position
- Strong customer service ethic and dedication to high quality work product
- Ability to thrive with minimal direction and supervision
- Ability to maintain confidentiality
- Proven organizational and time management skills, and the ability to efficiently manage multiple priorities in a fast-paced work environment
- Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills
- Demonstrated maturity and the ability to perform both individually and as a team player
- Excellent proofreading, editing, and formatting skills
- Strong proficiency in MS Office software (Word, PowerPoint, Excel)
Must have 2-3 years of Financial Service background to be considered and be able to work 100% in office.
