Office Manager/Administrative Assistant

Taureau Group, LLC    Milwaukee, WI
Job Description

Office manager will typically support four-plus managing director and vice president investment bankers. We are looking for candidates who demonstrate a high level of service excellence and the ability (and accountability) to own a wide variety of key functions that drive the quality service and growth of the firm. This individual will be responsible for firm bookkeeping, marketing, and administrative support.


Principal Accountabilities:

The duties identified below are the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Provide administrative support and scheduling coordination for the firm and for M&A transactions
  • Manage marketing projects, new business development campaigns and events
  • Conduct firm bookkeeping, expense report tracking and general accounting tasks
  • Organize and manage office projects
  • Manage office suite, procure supplies and greet visitors to create a professional environment
  • CRM data entry, categorization and reporting
  • Serve as point of contact with outsourced providers for marketing, human resources, IT and finance
  • Engage in ongoing personal development in line with the growth and development strategy
  • Qualifications:

    The requirements listed below are representative of the knowledge and skill required.


    Technical or Bachelor’s degree in accounting, finance, marketing or general business.

    Experience Required:

    2+ years of administrative, marketing or bookkeeping experience ideally in professional service or investment banking firm.

    Knowledge and Skills Required:

  • High level of proficiency in software packages such as Outlook, Word, Excel, PowerPoint
  • Professional and polished presence with a friendly, positive, team-oriented attitude
  • Motivated, self-starter with a desire to assist firm’s growth in all functional areas
  • Organizational and project management skills with ability to handle multiple projects at once
  • Strong verbal and written communication skills
  • Attention to detail
  • Excellent judgment and discretion regarding sensitive and/or confidential information
  • To be considered for this position, please apply at

    Job Type: Full-time

    Mon, 11 Feb 2019 14:54:12 GMT

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