Administrative Assistant, Investments jobs in United States
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Credigy · 8 hours ago

Administrative Assistant, Investments

Credigy is a global specialty finance company focusing on deploying capital across various asset classes. The Administrative Assistant for the Investments team will provide critical support by managing travel arrangements, coordinating events, and ensuring effective communication within the team.

Financial ServicesInsurancePayments
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Growth Opportunities

Responsibilities

Creating purchase orders for team travel, internal events, conferences, and subscriptions with additional help to the Credit team as needed. Reconciling the Corporate Card transactions monthly
Full responsibility for the timely submission of expenses and invoices
Booking hotels, airfare, and restaurant reservations
Creatively organizing onsite and offsite visits to our partners and counterparties. Ensuring to coordinate with the Office Manager for expected guests
Full catering responsibility onsite in coordination with the Investments team, including planning team offsite events
Conference planning, including but not limited to registering for the conferences, flight and hotel planning, and creatively planning meetings for the team and maintaining the master calendar for Investments and Credit
Maintaining our partner distribution list for quarterly mailings and holiday gift planning in coordination with the Employee Experience team
Ensuring meeting location availability and assisting in the planning of Pipeline and Deal Debrief meetings, including preparation of materials as needed
Facilitate effective, real-time communication across the deal team. We have an in-house Deal Management System (DMS) to track/communicate the progress of all pending transactions. You will be expected to become a DMS expert for the team
Being proactive and incorporating Artificial Intelligence technology in all aspects of the role
Building strong relationships with our partners, the team, and across the departments, establishing yourself as the key contact for providing support and creating efficiencies across the team

Qualification

Microsoft OfficeAdobeDeal Management SystemCRMProactiveCommunication skillsProblem-solvingTeam-oriented mindset

Required

Master communicator with excellent writing and speaking skills
Excellent knowledge of Microsoft Office and Adobe
Ability to work independently and proactively work to solve problems
Team-oriented mindset with the discipline and ownership to manage independent tasks
Strong motivation to learn, grow, and contribute in a fast-paced environment

Preferred

Bachelor's Degree is preferred, with at least 3-4 years of experience
Use of CRM is a plus

Benefits

Personalized flexible work program
Meaningful perks that support professional growth
Personal connection
A life outside the office

Company

Credigy provides creative solutions for consumer finance.

Funding

Current Stage
Growth Stage

Leadership Team

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Brett Samsky
CEO/Founder
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Wallace Greene, CFA (Trey)
Chief Operating Officer
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Company data provided by crunchbase