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Executive Assistant - Banking

  • Source: LinkedIn
  • Open Systems Technologies
  • On-site
  • New York City
  • Mid level

Job Description

NYC - 3 days onsite/week

12 months

*Tenure is a huge factor for this team

*Must have supported the same or equal seniority level

*Banking/financial institution and large org experience needed

*Resource will be directly reporting 3rd down from CEO

*Will be supporting event functions that include CEO, the Board of Directors and Executive Management (Direct reports to the CEO)

Senior Executive Assistant

The Senior Administrative Asst provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference calls, making travel arrangements and providing other administrative tasks.

Responsibilities:

• Directly supports a C15 level manager and generally supports an entire department

• Manages day to day calendar(s) of senior management; arranges meetings and secures meeting rooms

• Arranges conferences, meetings and events as required by the Unit; establishes priorities on behalf of manager or team

• Coordinates travel arrangements; prepare and distribute schedules/agendas for travel

• Assists team members with the documentation related to overseas travel Visa, ticketing, hotel, airport transfers, foreign exchange, ground transportation and expense reports

• Handles incoming calls; responds to inquiries

• Orders supplies and process invoices through Procure to Pay system

• Process and follow-up on Virtual Requests

• May prepare and review materials and correspondence for meetings

• Maintains and update files/records, produces reports and various correspondence

• Handles sensitive materials; maintain appropriate levels of confidentiality

• Performs other duties and functions as assigned

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding the client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Previous office administration experience preferably within a large and complex financial services or similar organization

• Self-motivated and detail oriented

• Consistently demonstrates clear and concise written and verbal communication skills

• Proficient in Microsoft Office

Education:

• Bachelor’s/University degree or equivalent experience


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