Banking Assistant

Banking Assistant

Location: Houston, TX Onsite Duration: 6-Month Contract Pay Rate: $22/hr W2 Experience: 01 Year

Position Overview

A global financial services company is seeking a Junior Banking Assistant to provide comprehensive administrative and operational support to a team of 25+ Junior Bankers, ranging from Analyst and Associate through Junior Vice President level.

The Banking Assistant will work as part of a team supporting bankers within an industry group. This is an excellent entry-level opportunity for someone with a customer service, administrative, office support, or coordination background who is comfortable managing a high-volume workload and multiple competing priorities.

The successful candidate will receive comprehensive training and ongoing support from a Team Supervisor. The ideal candidate is highly organized, proactive, dependable, detail-oriented, resourceful, and comfortable working in a fast-paced financial services environment.

Key Responsibilities

• Coordinate and schedule meetings and conference calls across multiple time zones.
• Manage a high volume of phone calls and emails, ensuring information is communicated accurately and promptly.
• Provide calendar and diary management support for bankers at the Associate level and above.
• Coordinate conference room bookings for internal and external meetings across multiple locations.
• Assist with coordinating travel arrangements, including international flights, accommodations, visa applications, and related logistics.
• Arrange car services and other transportation needs.
• Process employee expenses and assist with timely expense management.
• Process invoices and coordinate related administrative activities.
• Support bankers and team members with day-to-day administrative needs, questions, and issues.
• Complete ad hoc administrative tasks while maintaining established workflows and deadlines.
• Provide phone and holiday coverage for other administrative team members when needed.
• Maintain a professional and responsive approach when supporting senior-level professionals.
• Handle confidential business information with discretion and professionalism.

Required Qualifications & Skills

• 01 year of professional experience; internships, customer service, administrative, or office experience are welcome.
• Strong proficiency with Microsoft Word, Excel, and Outlook.
• Excellent organizational and time-management skills.
• Ability to manage multiple competing priorities in a fast-paced, deadline-driven environment.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Professional and confident communication style when interacting in person, by phone, email, and video conferencing.
• Ability to interact professionally with individuals at all organizational levels.
• Strong teamwork skills and the ability to work effectively under pressure.
• Flexible and adaptable when supporting multiple teams and changing priorities.
• Resourceful with the ability to use sound judgment and initiative to resolve routine issues.
• Proactive approach to calendar and administrative management.
• Ability to handle confidential and sensitive business information appropriately.
• Friendly, professional, approachable, and service-oriented attitude.
• Strong can-do attitude and willingness to learn.

Ideal Candidate

The ideal candidate does not necessarily need prior investment banking experience. We are looking for someone who demonstrates:

• Strong customer service or administrative skills
• Excellent organization and follow-through
• A high level of professionalism
• Ability to work in a high-volume environment
• Strong attention to detail
• Ability to prioritize and multitask
• Willingness to learn financial-services processes
• Dependability and a proactive work ethic

Work Environment

This is an onsite position in Houston, TX supporting professionals in a fast-paced global financial services environment. The role requires flexibility, professionalism, discretion, and the ability to provide consistent administrative support across multiple bankers and teams.

This is an excellent opportunity for an entry-level candidate looking to gain experience within the banking and financial services industry.