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Administrative Assistant III, Investment Banking - San Francisco, CA

KeyBank San Francisco Full-Time
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ADMIN - SAN FRANCISCO - POSITION SUMMARY

Provide administrative support to bankers (various levels) in order to facilitate the efficient operation of the firm.

MAIN RESPONSIBILITIES
  • Maintain calendars and prioritize meeting requests, including: updating contacts, organizing and scheduling onsite/offsite meetings, conference calls, closing dinners, conferences, etc.
  • Assist with onboarding/offboarding tasks
  • Coordinate all travel arrangements, including: processing travel requests/changes, confirming reservations, compiling directions/itineraries, etc.
  • Track expenses and prepare expense reports
  • Prepare, edit and proofread business correspondence, documents, and presentations
  • Update distribution lists, client contact database, deal portal, etc.
  • Answer and screen incoming calls in a professional, effective manner
  • Provide administrative coverage to other bankers and managers, as needed
  • General administrative duties including, filing, mailings, photocopying, scanning, faxing, binding books, etc.
  • Complete special projects and tasks, as required


KNOWLEDGE, SKILLS, ABILITIES

  • Strong proficiency with Microsoft Office software
  • Excellent interpersonal and communication (verbal/written) skills
  • Prioritization, time management and multi-tasking skills
  • Attention to detail and organizational skills
  • Proofreading and editing skills
  • Demonstrated ability to work in a team environment, as well as independently with minimal supervision
  • Proven problem-solving abilities
  • High degree of integrity, professionalism, diplomacy and discretion in business matters
  • Knowledge of Concur and Salesforce helpful
  • Bachelor's degree or equivalent experience
  • Minimum 5 years’ administrative experience supporting executives working in a financial services or a related industry



FLSA STATUS:Non-Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
 

Skills required

Organize Appointments
Telephone Consultations
Setting Up Files
Field Administration
Operation Departments
Time Management
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Job ID: 35986BR

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Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Our goal is to be the best regional bank in the U.S. What that means is we put our clients’ needs first and take a customized approach to meeting those needs. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.

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