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Wealth Management - Executive Assistant

  • Source: LinkedIn
  • Citizens
  • On-site
  • Brooklyn
  • Full-Time
  • Senior

Job Description

Description As the Executive Administrative Assistant supporting the Head of Wealth Management and Divisional Sales Leadership, you’ll work in a fast paced and diverse team focused on supporting and improving the risk, customer service and performance of Operations. This role will directly support the Head of Citizens Securities and, at times, his team, with daily administrative tasks and more medium term initiatives.

The Executive Assistant role will include both repeatable and ad hoc requests. The role will require confidentiality and discretion. The role will require incumbent to manage multiple projects simultaneously and meet deadlines. Role holder will be responsible for performing a variety of administrative and operational duties that support the team including but not limited to coordinating meetings and agendas, taking and publishing minutes, compiling and editing key documents for meetings, maintaining calendars and PTO, and maintaining Shared Drives, Sharepoint and other shared data sources and documents. Will perform on-going maintenance to various data bases and generate reports. Will be responsible for preparing, reviewing, and composing key correspondence, team communications and reports, travel arrangements and expenses, payment requests and management of team supplies.

Qualifications

  • MS Office Skills - proficiency with PowerPoint and Outlook
  • Excellent attention to detail, follow through and organizational skills
  • Strong written, verbal and communication skills
  • Strong ability to multi-task and prioritize
  • Excellent customer service skills
  • Desire and aptitude to learn the business
  • Associates degree preferred, or equivalent work experience
  • 3 years Administrative experience preferred, Operations experience a plus

Hours & Work Schedule Hours per Week: 40

Work Schedule: Monday-Friday 8:00am-5:00pm

Pay Transparency The salary range for this position is $34-$48 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefit

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 07/06/2026

Skills

  • microsoft-powerpoint
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