Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Private Client Services, Capital Markets, and Clearing & Execution divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management's objectives throughout the entire business life cycle. Wedbush Securities is looking for an Investment Banking Administrative Assistant to support senior level management in our Investment Banking division. The ideal candidate will be extremely organized and have the ability to work in a demanding and fast-paced environment with colleagues across multiple offices handling complex and confidential information, and having daily interaction with clients and professionals within Wedbush. This position will be located in our New York City office. Responsibilities include, but are not limited to:
- Answer and route inbound calls and telephone messages, and interact with investment banking clients per guidance from banking professionals
- Circulate incoming correspondence, mail and fax
- Assist in preparing client presentations, reports and correspondence in PowerPoint, Word, and Excel
- Book, coordinate and prepare travel itineraries for banking professionals, and attend certain offsite meetings, special events and conferences
- Develop relationships with other Wedbush departments to facilitate the smooth functioning of administrative responsibilities
- Manage and oversee expense requests, allocate all department expenses, track all client/transaction expenses, reimbursement and travel approval process
- Prepare and/or approve accounts payable requests, invoices for payment, check requests and expense reports, within specified parameters and dollar amounts - work closely with accounting to ensure prompt processing and reimbursement
- Manage special department events requiring travel, registration, refreshments and other amenities, both on-site and off-site
- Perform other tasks and duties as required and assigned
Experience and Skills
- Bachelor's Degree from an accredited University
- 2 years of experience as an administrative or executive assistant, ideally in a financial services related firm or large corporate environment
- Knowledge of corporate finance, investment banking, and securities transactions highly desirable
- Must be highly computer literate and extremely proficient in MS Office including Outlook, Word, Excel & PowerPoint
- Working knowledge of multi-line phone systems and other office technology
- Excellent communication and presentation skills are essential
- Ability to interact professionally and effectively with investment banking clients
Job Benefits What Wedbush Offers You As part of our overall compensation package, Wedbush Securities offers robust benefits to our colleagues.
- Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
- Health Savings Account with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
- Tuition reimbursement up to $5,250/year
- 3 weeks of Paid Time Off
- 2 weeks of Paid Sick Time (may vary by location)
- 10 Paid Holidays
- Charitable Donation Matching Contributions
- Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.)
- FINRA License Sponsorship
- Travel & Employee Assistance and Employee Discount Programs
Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $64,000-$75,000. At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq,, Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.