Administrative Assistant - Investment Banking

Areas of Interest:

Administrative Support


Charlotte, North Carolina

Date Posted:


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Company Description:

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago and, together with its strategic partners, operates worldwide. 

Job Summary & Responsibilities:

  • Provides general administrative support to assigned bankers, including but not limited to: telephone coverage, client communication, typing confidential documents, travel/meeting arrangements, creating expense reports, mass mailings, road show coordination, facilitate meetings by reserving conference rooms, greeting guests, etc., conference call set-up and maintain calendar and business contacts in Outlook and Salesforce.
  • Provides back-up support to other assistants and supports others in the department as needed.
  • Participate in other projects as requested by bankers or supervisor, including, but not limited to library research and Internet data requests.


  • Proficiency in Microsoft Office Products.
  • Ability to adapt to new tasks with little notice.
  • Ability to exercise independent judgment.
  • Ability to prioritize and handle multiple assignments simultaneously.
  • Desire to work and excel in a team environment.
  • Delivers clear, effective communication and takes responsibility for understanding others.
  • Committed to satisfying internal and external customers.
  • High school education required. Bachelor's degree or equivalent work experience required.
  • Minimum one to two years experience in an office support role required.
  • Financial services industry background preferred.

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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