Act as a trusted point of coordination for senior executives, ensuring priorities are organized and time is allocated effectively
Manage complex calendars, internal and external meeting logistics, and scheduling conflicts across teams and time zones.
Coordinate domestic and international travel.
Own expense management end to end with accuracy, timeliness, and minimal oversight
Maintain data in CRM system and produce analysis and reports as needed.
Prepare client invoices and track with accounting.
Assist with preparing, printing, and binding internal and external presentations.
Help coordinate internal and client-related events and conferences, including onsite oversight when necessary.
Identify team-building and volunteer opportunities and coordinate logistics when approved.
Contribute to a positive and energetic work environment.
Assist with coverage for other assistants during absences to ensure continuity of support.

A minimum of 5 years of experience as an Executive Assistant supporting multiple executives required. Experience in financial services a strong plus but not required.
This role is 100% in-office. Candidates must have the ability to work on site five days per week.
Experience supporting remote or distributed teams preferred.
Proven experience supporting multiple senior executives in a high-volume, deadline-driven environment.
Demonstrated ability to anticipate needs, spot issues before they arise, and execute with precision.
Time management and organizational expertise, with the ability to prioritize a diverse workload.
Strong written and verbal communication.
Desire to build strong interpersonal relationships through collaboration and teamwork.
Proficiency in MS 365, specifically Outlook, Word, Excel and PowerPoint.
Comfort managing and maintaining data integrity in CRM systems; experience producing internal reports a plus
Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
Strong discretion and emotional intelligence when navigating sensitive internal dynamics and client-facing situations.
Ability to work overtime as needed.
Occasional travel in connection with firm events or conferences

Competitive salary
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

Executive Assistant, Capital Advisory, Investment Banking

Key skills