Responsibilities
- Process and review a high volume of expense reports with accuracy and care
- Provide responsive, friendly, solutions-focused phone and email support
- Coordinate domestic and international travel arrangements including flights, hotels, and ground transportation
- Respond to last minute travel requests with speed, professionalism, and precision
- Serve as trusted point of contact for bankers, supporting their administrative needs with a focus on accuracy and customer service
- Collaborate cross-functionally to resolve issues and ensure a seamless experience for bankers
- Ensure compliance with internal policies and follow up on any discrepancies
- Identify opportunities for process improvement and enhance service quality
- Maintain confidentiality, professionalism, and a positive attitude in all interactions
Requirements
- Detail oriented
- Service-driven
- Ability to support a growing group of 80+ investment bankers
- Professionalism under pressure
- Proactive approach to service and industry changes
- Focus on client experience
Work Arrangement
Hybrid
Additional Information
- Shift: Monday-Friday, 10am-6pm MST (Hours change with daylight savings)
- This role is hybrid (3 days in office, 2 days remote)
