Administrative Assistant

Responsibilities

• Serve as the first point of contact for incoming calls and visitors, providing a professional and welcoming experience
• Manage office operations, including maintaining conference rooms, common areas, and supplies, and ensuring the office is fully operational each day
• Coordinate with support teams such as building security, facilities and housekeeping to ensure all office operations are running smoothly
• Oversee calendars, schedule meetings, and coordinate conferences, events, and travel arrangements
• Coordinate large and recurring meetings, including agendas, materials, and logistics
• Conduct research and data analysis for ongoing and special projects
• Respond to internal and external inquiries, including those requiring interpretation of policies, procedures, or complex information
• Maintain a strong understanding of firm processes, products, and policies to support the team effectively
• Process expense reports, accounts payable, and other administrative transactions
• Manage travel logistics and create travel itineraries
• Assist with budget tracking and expense monitoring; research and resolve discrepancies
• Support records management and other operational processes
• Partner with HR, as needed, to coordinate interviews, onboarding, and personnel records
• Provide general administrative and project support across the office as priorities evolve

Requirements

• A positive attitude, collaborative spirit, creative mind, and strong work ethic.
• Self-motivated, problem-solver, and a good communicator with the ability to multi-task
• Effective writing, editing, proofreading, and verbal communication skills.
• Strong proficiency with Microsoft Office Suite, specifically Outlook, PowerPoint, and Excel.
• Bachelors or Associates degree preferred but not required.
• MUFG Benefits Summary
• The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

Benefits

Additional Information

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Intrepid Investment Bankers is seeking a highly organized, client-focused Administrative Assistant to provide advanced administrative and analytical support to senior leaders and the broader team. This Charlotte based role is critical to ensuring seamless day-to-day operations, supporting complex projects, and delivering a hospitality forward internal and external client experience.

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