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Executive Assistant, Healthcare Investment Banking

TD Securities (USA) LLC
San Francisco, California
Full-time

Description

The Executive Assistant TDS provides highly skilled, diversified, confidential, and administrative support of an executive nature to a senior executive of a Company division, performing complex and technical activities requiring considerable discretion and independent judgment.

Works with persons at all levels of the company, as well as external organizations and customers and handles highly confidential materials.

Facilitates management details and serves as an intermediary with important delegated administrative functions to relieve executives of administrative responsibilities and details.

May supervise various offices administrative and support personnel. Coordinates and facilitates high-level executive functions with wide latitude for independent judgment.

Assists with numerous highly confidential functions including merger & acquisition early stage meetings and due diligence document organization.

Compiles, formats, prepares and distributes Board of Directors and Committee meeting materials, minutes and records.

Depth & Scope :

  • Prepares edits and types a variety of confidential materials, reports, correspondence, and statistical tables
  • Answers telephone, screens calls, takes messages and receives visitors
  • Organizes mail and other executive paperwork, forwards to appropriate party and / or responds independently as appropriate calling attention to priorities
  • Establishes and maintains highly confidential files and records
  • Manages the office of a Senior Executive and requires comprehensive knowledge of executive operations, policies, practices and personnel
  • Coordinates and facilitates high-level executive functions with wide latitude for independent judgment
  • Schedules appointments and coordinates arrangements for meetings, conference and travel itineraries
  • Performs a variety of duties to conserve the time of the executive, such as keeping personal business bookkeeping records and other personal business items as directed
  • Demonstrates a high level of tact and discretion due to the frequency of high level internal and external contacts which requires a thorough understanding of executive's job and methods of work
  • Assists with numerous highly confidential functions including merger & acquisition early stage meetings and due diligence document organization
  • Compiles, formats, prepares and distributes Board of Directors and Committee meeting materials, minutes and records as well as participating in other Board activities such as Board website, or preparation of annual meeting documents
  • Communicates and coordinates with internal departments, community leaders, organizations, shareholders and high-level customers acting as a liaison between the President or Senior Executive in order to resolve issues and concerns and to relieve executive of administrative details
  • Researches information and assembles and prepares data and special reports, providing analysis and summaries (e.g. SEC research, merger & acquisition or Proxy activity)
  • Conducts projects as assigned such as coordinating regulatory exams
  • Analyzes complex information requests and determines appropriate action

Education & Experience :

  • Associates degree and / or Bachelors degree or progressive work experience in addition to experience below
  • 5-7 Years of related experience
  • Exceptional clerical and administrative skills
  • Knowledge of division organization, terminology and operations
  • Ability to work independently and within a team
  • Proven organizational skills, with ability to keep others focused, on task and efficient
  • Excellent communication skills, both written and verbal with ability to work with all levels of the enterprise
  • Demonstrated PC skills, including proficiency with spreadsheets, reporting tools and presentation software

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.

With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.

Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.

Total Rewards at TD includes base salary and variable compensation / incentive awards (e.g., eligibility for cash and / or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at .

Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

20 days ago
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