Executive Assistant

Harris Williams

. Serve as the center of communication for a team of investment bankers .

Posted 11/2/2026full-timeRichmond • Virginia • United StatesJuniorMid-Level💰 $81,000 - $92,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while managing complex calendars and coordinating travel arrangements for executives. Proficient in Microsoft Office Suite and experienced in maintaining CRM systems to support investment banking operations.

Highest-signal resume keywords

Microsoft Office Suite ProficiencyCalendar ManagementExpense ReportingCRM MaintenanceTravel Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Editing and Formatting SkillsGeneral Excel Formula CapabilitiesAI Tools UtilizationBusiness Communication PreparationMeeting Planning and Execution

Soft Skills

CommunicationCollaborationPrioritizationProblem-Solving

Tools & Technologies

ConcurCRM SystemsMicrosoft Teams

Certifications & Qualifications

Associates Degree or Equivalent

Industry Keywords

Investment BankingM&APrivate Capital AdvisoryProfessional Services

About the role

Key responsibilities & impact

Serve as the center of communication for a team of investment bankers
Prepare professional business communications and act as the point of contact between bankers and the firm
Manage complex calendars for multiple executives, prioritizing schedules and resolving conflicts
Coordinate domestic and international travel arrangements
Prepare accurate and timely expense reports
Maintain the team's CRM by logging client contacts and touchpoints
Plan and execute meetings and conferences, including room reservations, catering, audio/video, and essential services
Collaborate with Operating Support Staff and teammates to keep the team running smoothly
Gain exposure to the M&A and private capital advisory deal process from pitch to close
Take on special projects and streamline team workflows over time

Requirements

What you’ll need

2+ years of related experience
Proficiency in Microsoft Office Suite: Outlook, Word, Excel, PowerPoint, and Teams
Ability to manage heavy calendar and contact management responsibilities
Editing and formatting skills in PowerPoint using templates
Candidates must be authorized to work in the US without sponsorship
Associates or equivalent degree, or a comparable combination of education, job-specific certification(s), and experience
Comfortable using technology, including AI tools, to streamline workflows and drive efficiency
Experience managing multiple executive inboxes, prioritizing emails, and responding on a banker's behalf as appropriate is preferred
General Excel formula capabilities to organize data and build dashboard requests is preferred
Familiarity with Concur for expense reporting and CRM systems is a plus
Experience in finance or professional services is a plus but not required

Benefits

Comp & perks

Medical/prescription drug coverage with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
15 to 25 vacation days each year, depending on career level and years of service
Incentive eligible compensation based upon company, business and/or individual performance