Executive Assistant, Investment Banking

Executive Assistant, Investment Banking

Full-Time 75000 - 85000 $ / year (est.) On-site
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At a Glance

  • Tasks: Provide high-level admin support and coordinate meetings in a fast-paced investment banking environment.
  • Company: Join Stifel Canada, a leading investment banking firm with a global reach.
  • Benefits: Competitive salary, comprehensive benefits, paid time off, and wellness initiatives.
  • Other info: Dynamic workplace with opportunities for growth and inclusivity.
  • Why this job: Gain hands-on experience in financial markets while working with an exceptional team.
  • Qualifications: 3+ years as an executive assistant, strong communication skills, and attention to detail.

The predicted salary is between 75000 - 85000 $ per year.

Stifel Canada is looking for a highly motivated full-time Investment Banking Executive Assistant to provide high-level administrative support and customer service to the Head of Investment Banking. The Assistant will be responsible for performing an array of administrative functions including, but not limited to providing support for professional tasks requiring confidentiality, initiative, and sound decision making. The ability to interact with staff (at all levels) in a fast-paced environment, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism is crucial to this role. You will need to adapt procedures, processes, and techniques for the completion of assignments and in line with the department’s activities and goals.

Stifel Canada has a strong position in the Canadian market, has an international reach and is continuing to grow by adding top talent. The role offers candidates an opportunity to gain valuable, hands-on work experience that is focused on the financial markets. In Canada, we are primarily organized into industry teams focused on specific sectors. These include: Technology, Consumer, Diversified Industries, Life Sciences, and Metals & Mining.

This position is based at our Toronto office and requires in-person attendance. Salary range: $75,000 – $85,000 annually. The base pay offered will be determined based upon the candidate's skills and experience, job-related knowledge, and other specific business and organizational needs.

The Executive Assistant will be responsible for the following tasks:

  • Perform administrative duties, including multi-calendar management, filing, mailing, creating and maintaining records, and miscellaneous administrative support as needed;
  • Providing support for professional tasks upon request;
  • Coordinate and organize business meetings, conferences, presentations and client events;
  • Prepare agendas and material;
  • Ensure Head of Investment Banking is well prepared for meetings and provide pre-briefings if needed;
  • Manage executive email inbox and respond as required;
  • Coordinate complex air and ground travel arrangements and scheduling;
  • Prepare monthly expense reports and other monthly reporting duties;
  • Prepare client invoices;
  • Liaising with staff and clients, taking notes and writing minutes during meetings;
  • Prepare deal-related correspondence;
  • Maintain multiple extensive contact databases;
  • Client interfacing where required, and handling of general email and phone inquiries;
  • At all times remind and update about important tasks and deadlines;
  • Various business and ad hoc requests may be assigned from time to time.

What You'll Bring:

  • A high regard for detail and accuracy are essential.
  • Knowledge of capital markets and the financial services industry would be an asset;
  • Excellent oral and written communication skills complemented by exceptional interpersonal skills;
  • Quick learner, with good ability to grasp new information;
  • Committed to providing excellent customer service;
  • Extremely high level of discretion and confidentiality, both in and out of the office;
  • Ability to work under a high pressure and time sensitive environment;
  • Well-developed time management skills;
  • Meticulous attention to detail and critical thinking skills;
  • Strong multi-tasking ability complemented by excellent prioritization and organization skills;
  • Teamwork skills complemented by the ability to work independently, and initiative taking;
  • Desire to join and help build a winning team.

Education & Experience:

  • Minimum three years prior executive assistant work experience in investment banking or management consulting.

Systems & Technology:

  • Proficient in Microsoft Outlook, PowerPoint, Excel and Word;
  • Proficient in Zoom.

About Stifel:

Stifel Canada is a leading provider of investment banking services, including advisory and underwriting, institutional sales and trading and research services. We offer a full suite of focused debt capital markets, equity capital markets, financial advisory, and investment services, delivering superior advice and execution to a broad range of corporate clients and institutional investors worldwide. Stifel Canada is a subsidiary of Stifel Financial Corp., a public (NYSE – SF) full-service global investment bank with over 8,500 personnel operating in Canada, the United States and Europe.

Inclusiveness and Equal Opportunity:

At Stifel Canada we are committed to our vision of an equitable, diverse and inclusive finance industry where people of all genders, races, sexual orientations and abilities have equal opportunity to advance, succeed and lead. If you require an accommodation for the recruitment process, please let us know and we will work with you to meet your needs.

Executive Assistant, Investment Banking employer: Stifel Financial Corp.

Stifel Canada is an exceptional employer that fosters a dynamic and inclusive work culture, offering competitive salaries and a comprehensive benefits package, including health and wellness initiatives. Located in the heart of Toronto, this role provides a unique opportunity to work alongside experienced professionals in the investment banking sector, allowing for significant personal and professional growth while contributing to a leading global financial institution. With a commitment to diversity and equal opportunity, Stifel Canada empowers its employees to thrive in a fast-paced environment, making it an ideal place for those seeking meaningful and rewarding careers.

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Contact Details:

Stifel Financial Corp. Recruitment Team

We think you need these skills to ace Executive Assistant, Investment Banking

Administrative Support
Multi-Calendar Management
Confidentiality
Decision Making
Communication Skills
Time Management
Attention to Detail