Administrative Coordinator

About the role

We are looking for a highly organized Administrative Coordinator to support senior bankers and leadership teams. The role combines executive administrative assistance with comprehensive CRM data management in a fast‑paced professional services environment.

Key responsibilities

• Maintain and update client, prospect, deal, and contact information in CRM platforms, ensuring data accuracy and compliance.
• Generate CRM reports, dashboards, and analytics for business development and pipeline tracking.
• Manage complex calendars for senior executives, schedule meetings across time zones, and coordinate conference calls and video meetings.
• Arrange domestic and international travel, handle travel‑and‑expense reporting, and reconcile reimbursements.
• Prepare meeting materials, presentations, agendas, and follow‑up action items.
• Serve as liaison between executives, clients, and internal stakeholders, handling confidential information with discretion.
• Support onboarding, vendor coordination, and ad‑hoc projects as needed.

Required profile

• Bachelor’s degree or equivalent professional experience.
• 2‑4 years of experience in executive administration, business support, or office management.
• Prior experience working with CRM platforms such as Salesforce, Microsoft Dynamics, HubSpot, or DealCloud.

Required skills

• Salesforce
• Microsoft Dynamics
• HubSpot
• DealCloud
• Microsoft Office (PowerPoint, Excel)