Administrative Assistant - Wedbush Morgan Securities

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.

Wedbush Securities is looking for an Temp to Hire Administrative Assistant to support senior level management. 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

• 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 clients
• Perform other tasks and duties as required and assigned