Executive Administrative Assistant

Company Description

Schwartz Heslin Group, Inc. (SHG) is a boutique investment banking firm specializing in serving lower middle-market businesses. Celebrating 40 years in business this year, SHG offers a unique blend of talents to provide tangible value to business owners. The firm has 20 professionals based in the U.S. and Europe, dedicated to helping clients with buying, selling, or recapitalizing their companies. Other core services include business valuations, business consulting (operational, financial, sales & marketing, etc.), restructurings, growth capital and early stage strategic advisory.

Role Description

This is a part-time hybrid role for an Executive Administrative Assistant at Schwartz Heslin Group, Inc. The role is located in Latham, NY, with the option for some work from home. The Executive Administrative Assistant will be responsible for providing administrative support to executives and the broader SHG team, managing communication, and demonstrating strong clerical skills. Candidate should be self-motivated, able to work independently, capable of multi-tasking, able to take responsibility for and manage projects from inception to conclusion, have strong communication skills (written and oral), strong organizational skills and strong interpersonal skills.

Primary responsibilities for this role include:

• General office administration including scheduling, answering phones, and ordering office supplies
• Administer HR / Personnel files and coordination of benefits (health and 401k), including onboarding of new personnel and benefit enrollment
• Annual review of health insurance benefits and pricing in coordination with our outsourced benefits consultants
• Update website and social media as needed
• Coordinate and book staff travel schedules, as necessary
• Draft documents using company templates and modify them based on instructions from professional staff
• Interface with clients, prospects and vendors in a professional manner
• Annually prepare and update of personnel manual with summary of benefits
• Coordinate and record bi-weekly business development staff meetings including taking notes in meeting and updating bi-weekly pipeline report
• Coordinate corporate events (client appreciation, staff holiday, "meet and greets" with other professional advisory firms, conferences and seminars, etc.)

Required Skills and Qualifications

• Administrative Assistance and Executive Administrative Assistance skills
• Strong Phone Etiquette and Communication skills
• Proficiency in Clerical Skills
• Excellent organizational and time-management abilities
• Attention to detail and problem-solving skills
• Ability to work independently and collaboratively
• Proficiency with office productivity tools and an aptitude for learning new software and systems
• Ability to maintain confidentiality of information related to the company and its employees
• Experience in the financial industry is a plus
• A two-year college degree or equivalent is required