Administrative & Business Coordinator, Corporate Advisory & Banking at Brown Brothers Harriman | NY, US | Rezi

Administrative & Business Coordinator, Corporate Advisory & Banking at Brown Brothers Harriman

Administrative & Business Coordinator, Corporate Advisory & Banking

Brown Brothers Harriman · NY, US

1 weeks ago

Administrative & Business Coordinator, Corporate Advisory & Banking

Brown Brothers Harriman · NY, US

8 days ago
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About the Role

The Administrative & Business Coordinator provides high-quality administrative and business support to the New York Corporate Advisory & Banking team, serving as a central point of coordination for day-to-day administrative needs, client development, team events, and business initiatives. This role requires a proactive professional with strong administrative capabilities, judgment, and technological fluency to manage multiple priorities and operate independently.

Responsibilities

  • Coordinate internal and external meetings, including scheduling, conference rooms, technology, materials, meals and other logistics.
  • Arrange domestic and international travel and proactively manage changes, conflicts and related logistics.
  • Prepare and reconcile expense reports and assist bankers with other routine administrative processes.
  • Coordinate meals, client entertainment and other arrangements for bankers and their guests.
  • Anticipate administrative needs and resolve scheduling or logistical issues with limited direction.
  • Coordinate equipment, technology and workplace requests and help ensure that employees and visitors have the appropriate access and resources.
  • Help maintain an organized, professional and well-functioning environment for employees and visitors.
  • Support bankers with execution of client and prospect activity, including arranging meetings, calls, meals and other interactions.
  • Maintain accurate and timely records of relevant client and prospect activity in SalesX
  • Support maintenance and development of the team’s ecosystem database, including contacts, relationships, referral sources and other relevant information.
  • Help bankers prepare for client and prospect interactions by coordinating relevant internal resources and ensuring meeting logistics and materials are organized.
  • Assist with tracking business-development activities and follow-ups to help ensure commitments and next steps are captured and completed.
  • Provide other coordination and organizational support for sales and relationship-development initiatives.
  • Coordinate team and client events, including venue selection, invitations, attendee tracking, catering, materials and on-site logistics.
  • Assist with managing conferences, dinners and other client-development activities involving NY CAB bankers.
  • Help manage team meetings and other internal events, including agendas, materials and follow-up items when appropriate.
  • Demonstrate strong proficiency with Microsoft 365 applications and Microsoft Copilot, and actively use AI tools to increase productivity and improve the quality and speed of administrative work.
  • Use AI-assisted tools appropriately to help organize information, prepare meeting materials, summarize information, draft routine communications and streamline recurring administrative processes.
  • Identify opportunities to simplify or automate repetitive workflows and improve how the team manages information.

Requirements

  • 7-10+ years of relevant business coordination, administrative, and executive support, preferably in financial services or similar professional-services environment.
  • Demonstrated ability to support a large team of multiple senior professionals and manage competing priorities in a fast-paced environment.
  • Demonstrated fluency with Microsoft Copilot or comparable generative AI productivity tools, with an ability and enthusiasm to incorporate AI into day-to-day workflows, required
  • Experience with CRM or sales-management systems and maintaining contact, relationship or business-development databases is a plus.
  • Exceptional organizational skills and attention to detail.
  • Strong judgment, discretion and ability to work independently.
  • Excellent interpersonal and written communication skills.
  • Ability to learn new systems quickly and develop more efficient ways of working.
  • Strong service orientation coupled with the confidence to work directly with senior professionals, clients and internal leadership.

Skills

  • Microsoft 365 applications
  • Microsoft Copilot
  • AI tools
  • CRM or sales-management systems
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Teams

Location

  • New York City

Work Type

  • Hybrid
  • Full-time

Experience Level

  • 7-10+ years

Salary/Compensations

  • $75k-$95k base salary + annual bonus

Benefits

  • Long-term savings
  • Healthcare
  • Income protection
  • Professional development opportunities
  • Time off

About the Company

  • Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
  • Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
  • Delivering for our clients and each other energizes us.
  • We believe that how we do our work is just as important as what we do.
  • We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas.
  • Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts.
  • No matter where you sit in the organization, everyone is empowered to contribute their ideas.
  • BBHers can pick up the phone and call any colleague, and they are happy to help.
  • Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
  • We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.
  • As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people.
  • Our long-tenured leaders are experts in their areas and are actively involved in the day- to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.
  • Because we know, our success begins with yours.
  • Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

Equal Opportunity

  • We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.