CDW Administrative Assistant – Financial Services: Job Overview, Location, and Employment Details

The job title is Administrative Assistant in Financial Services, and it’s located in Chicago, IL.

The Administrative Assistant provides crucial support to Sales leaders by managing meetings, creating presentations, handling travel and expenses, and fulfilling reporting requests.

In meeting management, you’ll schedule and coordinate meetings for the leadership team, record accurate notes during meetings, summarize them, and share action items. You’ll also set up WebEx or teleconferencing for virtual meetings and coordinate logistics for in-person meetings.

The role involves compiling Quarterly Business Review reports, Territory Plans, and Mid-Year Review Reports for Sales leaders. You’ll also assist in creating engaging PowerPoint presentations and perform research to gather information for those presentations.

You’ll book travel arrangements for the Sales leaders and process and approve expenses on their behalf. You’ll also act as the leader’s proxy in managing these tasks.