Executive Assistant - Investment Bank, Sales & Trading Details

Executive Assistant - Investment Bank, Sales & Trading

Texas Capital Bank - Dallas, TX

Employment Type : Full-Time

Overview: Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long-lasting relationships.
Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapitalbank.com.
We are looking for someone to support our newly formed investment bank. This position would suppor the to the Head Sales and Trading and provide support to that team. Responsibilities:

• Manage calendar for designated officers, including meetings, travel, professional commitments, and related preparation
• Expense report and Salesforce entry and reporting
• Coordinating and managing special projects as needed
• Assist with both budget and project management
• Build relationships and facilitate communication with all necessary areas of the bank
• Plan and manage events and meetings
• Draft correspondence and presentation materials
• Support and assist with extensive documentation flow among designated officers
• Research and resolve client issues, if needed
• Review and process invoices and expenses
• Maintain appropriate records, files and documentation
• Order and maintain supplies
• Provide backup to other team members as needed
• Provide phone coverage for executives and main phone line

• Minimum of 5 years executive-level administrative experience or related experience; Bachelor’s degree preferred
• Previous Banking experience preferred (Mortgage or paralegal experience a plus)
• Exceptional calendar and time management skills
• Prior experience planning events, meetings and conferences
• Proven ability to develop relationships with employees, clients, business partners and their assistants
• Demonstrated ability to communicate effectively and professionally – both verbally and written
• Ability to attend events and work on projects after hours, as needed
• Well organized and detail oriented to handle diverse and concurrent assignments
• Ability to excel in a fast paced environment
• Must exhibit a high degree of discretion and confidentiality
• Proficiency in the use of Microsoft Office including Outlook, Word, PowerPoint and Excel
• Experience with Salesforce preferred