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SalaryPosition Summary
The position of Executive Assistant to the President of Trust and Wealth Management is ideal for a highly organized, service-oriented, professional and diplomatic individual who is eager to grow and contribute to a fast growing, high-performing bank. Position also requires a detail-oriented individual with administrative experience and demonstrated success in managing the full range of office operations and management functions. The Executive Assistant serves as the primary point-of-contact for internal and external constituencies on all matters. Supports the day-to-day activities, needs and logistics related to the Trust and Wealth Management division including an awareness of various timelines and commitments to ensure the President’s task list and schedule are maintained appropriately. Must be proactive, flexible and enjoy working within an entrepreneurial environment that is mission-driven, results-driven and community oriented. Must have the ability to exercise good judgment in a variety of situations, with excellent written and verbal communication skills and the ability to maintain a realistic balance among multiple priorities. This position provides confidential, executive administrative support and must maintain the highest level of confidentiality and diplomacy regarding all bank and constituent information.
Principal Duties and Responsibilities
- Perform office duties in support of the Trust and Wealth Management division with general guidance in terms of overall objectives.
- Act as primary contact in overseeing the scheduling of regular and ad hoc travel, meetings, appointments, and conference calls for relevant teams and departments. Oversee coordination of related arrangements and logistics
- Develop and maintain to-do lists, documents, databases or systems as requested to track and organize information.
- Frequently compose and finalize complex correspondence, reports, legal documents, meeting minute and other documents, using experience and judgment to determine what should be included in each document.
- Coordinating with Executive and Senior management on deliverables tasks and developing and maintaining strong working relationships across multiple departments
- Manage company records and archiving, including corporate governance and policy and procedure documents.
- Act as the point of contact between the Trust and Wealth Management division and internal and external entities, including customers.
- Facilitating internal communication
- Assist in discovering and improving team efficiencies along with troubleshooting.
- Supporting or leading special projects as necessary
- Maintain confidentiality as required and appropriate.
Other Responsibilities
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Must have excellent analysis, observation and decision-making skills.
- Able to think analytically and take the initiative on logistics.
- Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
- Strong interpersonal, written and oral communication skills. Necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
- Individual should be able to work under high pressure situations and a stressful atmosphere and remain composed.
- Provides a strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Other administrative functions or duties as assigned.
Qualifications, Education and Experience Requirements
- Bachelor’s degree is preferred.
- Previous experience (3+ years preferred) as an Executive Assistant and/or Project Manager
- Proven PC skills, highly proficient in all Microsoft Office applications including but not limited to Word, Excel, PowerPoint, and Outlook
- Maintain familiarity with all policy and technology updates.
- Ability to work independently, individually and in teams, shares information, and supports colleagues.
- Demonstrate high degree of professionalism in executive interactions.
- Exceptional project management skills, demonstrating short and long-term planning and exceptional attention to detail.
- Strong organizational and time management skills
- Expected work schedule 8:00am-5:00pm, Monday through Friday, with flexibility as needed.
- Basic accounting knowledge preferable
- Must be able to be physically present in the Bank to perform job duties.
- Texas Regional Bank is an Equal Opportunity Employer.
