Team Assistant - Corporate Finance

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With deep industry expertise and an international reach, the firm provides integrated solutions across mergers & acquisitions, capital solutions, financial restructuring, and valuation advisory.

Role Objective

The Team Assistant (TA) provides secretarial and administrative support to a team of financial staff, coordinating the needs of executives and financial staff, managing diaries, travel, expenses, client databases, and supporting the Admin Manager with various projects.

Responsibilities

1. Secretarial Support – Diary Management
   • Arrange, reschedule and confirm appointments; keep executives updated with changes.
   • Receive and make telephone calls, take accurate messages, liaise with clients.
   • Draft, prepare, and distribute documents on behalf of supported staff; create/manipulate Word, Excel, PowerPoint.
   • Arrange conference calls using HL conferencing systems, ensuring accurate contact details and meeting numbers.
   • Process and verify invoices; assign relevant cost/project codes.
   • Coordinate with US and EMEA Assistants; support visiting executives.
   • Arrange meetings, lunches, and dinners, both internal and external.
2. Travel & Expenses
   • Book extensive, complex travel; produce itineraries and ensure adherence to HL Travel Policy.
   • Process visa applications, passports, currency requirements and reconciliations.
   • Book taxis and cars as necessary.
   • Prepare and submit expense reports using HL’s online system; attach receipts and meet policy deadlines.
   • Collate expense breakdown for client billing through the Accounts Team.
   • Reconcile monthly corporate/personal credit cards; process refunds via travel provider.
3. CRM Data Management
   • Maintain/update SalesForce database; create call reports; ensure data accuracy.
   • Assist in firm‑wide data hygiene efforts.
   • Document administration for deal execution (NDAs, conflict checks, working group lists).
   • Maintain file records; register executives for conferences and seminars.
   • Liaise with marketing as required.
4. Administrative / Project Work
   • Maintain organized filing systems; archive records.
   • Manage team absence and holiday records; liaise with HR/Payroll.
   • Renew subscriptions and coordinate presentations/graphics requirements.
   • Organise client entertainment, conferences, and promotional events within budgets.
   • Support firm‑wide initiatives and share best practices.
   • Participate in office admin meetings and attend ad‑hoc duties as directed.
5. Absence Cover
   • Provide support across office/industry groups when possible; cover other administrators.
   • Support reception cover if needed, and the Admin Manager as required.
6. Health and Safety Officer / First Aider
   • Act as fire officer or first aider; receive training.
   • Maintain office space presentability and safety.

Education / Skills / Experience

• Previous administrative role experience.
• Excellent organisational, oral and written communication skills; detail‑oriented and able to prioritise workload.
• Competent user of Microsoft Office suite (Outlook, PowerPoint, Excel).
• Fluent in English and German.
• Positive, flexible, responsive, service‑oriented attitude; meets deadlines.
• Resourceful, anticipatory, decisiveness, initiative, confidentiality, ownership, and continuous improvement mindset.

Equal Opportunity Employer

We are an equal‑opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.