Makes travel and accommodation arrangements, prepares itineraries and coordinates with teams to keep all parties informed of upcoming events, schedule changes, etcĪssist with the planning, coordinating and arrangements for various client and management meetings, luncheons, etc. Maintain calendar appointments, conference schedules and meetings for the research teams. Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain servicesīachelor's Degree in Accounting Professional Skills.Arrange all aspects of travel, keeping executives’ travel profile up-to-date, manage approvals, arrange flights, hotels, rental car and sedan service, currency exchange.Maintain executives’ calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues.Telephone coverage, answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with appropriate judgment back-up other lines, as needed, for bankers and colleagues. ![]()
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