Executive Assistant

About the role

The Executive Assistant I supports executive-level leaders by providing administrative support, coordinating meetings, preparing materials, and managing logistics. This role requires a high level of organization, attention to detail, and the ability to handle multiple priorities.

Responsibilities

• Coordinate and attend meetings, prepare agendas and meeting collateral, manage logistics including meeting invitations, conference room reservations, technology needs, catering, room preparation, etc.
• Aid in the preparation of Board and Committee meeting materials.
• Aid in the development and dissemination of pertinent internal and external correspondence.
• Greet guests, provide phone support, draft correspondence, answer non-routine correspondence, and assemble highly confidential and sensitive information.
• Gather information, develop and distribute various reports and dashboards (daily/weekly/monthly/annual) to address current and emerging business needs.
• Represent the Chief Financial Officer and Chief Experience Officer with cross-departmental initiatives.
• Track action items and facilitate timely follow-through on commitments.
• Create and coordinate internal and external communications to ensure relevant, appropriate, and timely information is received.
• Assist with invoice review and approval.
• Plan, prioritize, and organize a diversified workload.
• Recommend changes in office practices or procedures as needed.
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks.
• Attend training as requested.
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program.
• Participate in outside community activities as required.
• Perform other duties as assigned.

Requirements

• High School diploma or GED
• 3 years of experience supporting executive-level leadership
• Previous banking experience preferred
• Proficient with Microsoft Office to include Excel, SharePoint, and PowerPoint skills
• Power BI and Canva experience preferred
• Strong analytical, critical thinking, and problem-solving skills
• Ability to build and modify custom reports and calculated fields
• Effective verbal and written communication skills
• Excellent interpersonal skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work on multiple projects simultaneously while accomplishing daily tasks
• Flexible and efficient time management and ability to prioritize workload
• Self-motivated, positive, and enthusiastic
• Ability to work independently while demonstrating excellent organization and follow through
• Ability and willingness to work with purpose and a strong sense of urgency
• Maintain confidentiality discretion
• Willing to grow and be challenged

Qualifications

• High School diploma or GED
• 3 years of experience supporting executive-level leadership
• Previous banking experience preferred
• Proficient with Microsoft Office to include Excel, SharePoint, and PowerPoint skills
• Power BI and Canva experience preferred
• Strong analytical, critical thinking, and problem-solving skills
• Ability to build and modify custom reports and calculated fields
• Effective verbal and written communication skills
• Excellent interpersonal skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work on multiple projects simultaneously while accomplishing daily tasks
• Flexible and efficient time management and ability to prioritize workload
• Self-motivated, positive, and enthusiastic
• Ability to work independently while demonstrating excellent organization and follow through
• Ability and willingness to work with purpose and a strong sense of urgency
• Maintain confidentiality discretion
• Willing to grow and be challenged

Skills

• Microsoft Office Suite (Excel, PowerPoint, SharePoint)
• Power BI
• Canva
• Custom report creation and modification
• Verbal and written communication
• Interpersonal skills
• Time management and prioritization
• Confidentiality and integrity
• Flexibility and adaptability
• Self-motivation and enthusiasm

Benefits

• ATO
• Personal days
• Sick time
• Short-term disability for 100% pay
• Employee Assistance Program
• Employee Care Fund
• Peer-nominated award ceremonies
• Digital rewards platform
• “Grow With Us” opportunities
• Mentorships
• Workshops
• Banking schools
• Certifications