Administrative Associate - Personal Wealth CXD Enablement team

Responsibilities

• Answers telephones, takes and relays messages, and coordinates continuous telephone coverage with other administrative assistants.
• Schedules meetings, coordinates locations, notifies parties, and tracks attendance.
• Makes travel arrangements and orders refreshments if necessary.
• Fulfills established procedures and guidelines, exercising independent judgement where appropriate.
• Types and/or prepares memos, correspondence, reports, meeting minutes, presentations, and other materials.
• Maintains calendar for department and leader.
• Orders and inventories department office supplies as needed.
• Maintains department budget and monitors expenditures.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of three years’ administrative or related experience, preferably in a medium-to-large department in a corporate setting.
• High school diploma or an equivalent combination of training and experience; Associate's degree or related degree preferred.
• Good to have skills in calendar management, travel coordination, meeting planning, documentation, data entry, and internal/external communication.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), and familiarity with office productivity tools such as SharePoint and Teams.
• Strong time management, attention to detail, organizational skills, and verbal/written communication are essential.
• Demonstrated problem-solving skills and the ability to exercise sound judgment in a fast-paced environment.
• Professional demeanor and the ability to work independently or as part of a team.