SUMMARY: The Executive Assistant provides administrative support involving complex duties and responsibilities to senior-level management with little direction or guidance.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Prepares documents, reports and correspondence using a variety of software packages.
- Schedules appointments and maintains event and meeting calendars on a non-conflict basis.
- Answers, directs, and refers calls to the appropriate area.
- Addresses issues/requests and resolves as appropriate.
- Categorizes and prioritizes daily mail.
- Updates and maintains a variety of databases and filing structures.
- Establishes and maintains files for records management.
- Coordinates follow-up activity.
- Coordinates travel arrangements.
- Audits expenditures; investigates and resolves discrepancies.
- Orders and maintains office supplies.
- Researches data and assists in preparation of presentations/speeches.
- Functions as a resource to internal and external customers.
- Assists with special projects.
- Generates special reports.
- Maintains confidentiality of sensitive information.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
Associate's Degree preferred.
EXPERIENCE
- 4 - 6 years of related experience required.
- Equivalent combination of education and/or experience required.