Top Retail Banking Product Executive jobs in Orange, CA

D.A. Davidson & Co. - the Strength of Advice

Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

Job Description

We are looking for a highly motivated Executive Assistant to join our Consumer Investment Banking team in Irvine, CA.  This is an energetic and performance-driven team; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. The Executive Assistant will work closely with senior and junior bankers on a variety of projects and initiatives aimed at improving organization and efficiency. 

• A minimum of 3 years experience as an Executive Assistant supporting a team in a fast-paced professional environment required. Experience in financial services or the consumer space a strong plus.
• Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute.
• Excellent organizational and time management skills, and the ability to work under pressure with diverse workloads and little or no direct supervision.
• Strong written and verbal communications skills, strong interpersonal skills.
• Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
• Tech savvy, strong working knowledge of MS Office, and ability to promptly learn to work with other applications. Salesforce experience a strong plus.
• A team player with a desire to collaborate with other support team members.
• Ability to work overtime as needed.
• This role is 100% in-office. Candidates must have the ability to work on site full time, five days per week. 

• Perform various duties for the team to contribute to effective and efficient business operations.  Duties include, but are not limited to:
• Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.;
• Coordinating domestic and international travel and meeting arrangements;
• Processing expense reports and submitting to accounting for payment;
• Compiling reports and analysis for weekly team meetings;
• Assisting with PowerPoint presentations and other client materials;
• Maintaining department files and managing the record retention process to ensure compliance with industry regulations;
• Establishing and maintaining working knowledge of company and division policies and procedures

• Support investment bankers with transaction-related tasks, including but not limited to:
• Maintaining and updating CRM database with contact, meeting, and deal-related information;
• Preparing client invoices and following up with accounting;
• Preparing, printing, and binding client presentations;
• Composing correspondence of a highly confidential and sensitive nature;
• Internal intake, filing, document management, and distribution of confidential client information as part of client engagement process.

• Assist with planning internal and client-related virtual and in-person events, including on-site coordination when necessary.

• Perform any other duties as assigned.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.