Senior Fund Banking Executive Assistant Job Listing at Stifel in New York, NY (Job ID 9931)

Description

The Senior Fund Banking Executive Assistant supports Fund Banking leadership, including Managing Directors, by providing advanced executive support and administrative leadership across the Fund Banking organization. This role serves as a trusted operational partner, anticipates leadership and client needs, coordinates high-impact activities, and promotes consistent, efficient administrative practices.

• Provide advanced executive support to Fund Banking Managing Directors and other senior leaders, including management of highly complex calendars, scheduling, travel, and expenses.
• Serve as a trusted operational partner to Fund Banking leadership by anticipating needs, resolving issues, and coordinating priorities across multiple stakeholders.
• Lead the planning and execution of high-impact client meetings, leadership sessions, conferences, team events, and other Fund Banking engagements.
• Prepare, review, and coordinate complex correspondence, presentations, reports, meeting materials, and executive communications.
• Manage sensitive client, business, personnel, and financial matters with a high degree of discretion, judgment, and confidentiality.
• Establish and promote administrative processes, workflows, and best practices that improve consistency, service, and scalability across Fund Banking.
• Mentor and guide administrative professionals by sharing knowledge, coordinating coverage, and providing day-to-day support on complex matters.
• Coordinate onboarding, transitions, office logistics, access, and long-range administrative planning for Fund Banking leaders and team members.
• Build effective relationships with clients, prospects, sponsors, investors, internal partners, vendors, and service providers.
• Continuously evaluate administrative operations and recommend improvements that enhance efficiency, communication, and the client experience.

• Strong professional presence, sound judgment, and the ability to represent Fund Banking leadership effectively in internal and external interactions.
• Excellent written and verbal communication skills, with careful attention to tone, accuracy, and audience.
• Exceptional organizational and time-management skills, with the ability to manage competing priorities and changing deadlines.
• Demonstrated discretion and sound judgment when handling confidential business, client, personnel, and financial information.
• Proactive, resourceful, and solutions-oriented, with the ability to anticipate needs and follow through with limited direction.
• Strong relationship-building skills and the ability to collaborate effectively with executives, colleagues, clients, and external partners.
• Ability to work independently while contributing to a collaborative, high-performing team environment.

• Minimum Required: High school degree or equivalent.
• Preferred: College degree in a relevant field.
• Minimum Required: 7+ years of progressive executive support experience.
• Preferred: Experience in event management.

• Minimum Required: None. #L1-JK1

• Advanced proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with enterprise calendaring, expense reporting, and document management systems.
• Ability to quickly learn and adapt to firm‑specific platforms and tools.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.