SUMMARY: The Executive Assistant provides administrative support involving complex duties and responsibilities to senior-level management with little direction or guidance.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Prepares documents, reports and correspondence using a variety of software packages
- Schedules appointments and maintains event and meeting calendars on a non-conflict basis
- Answers, directs, and refers calls to the appropriate area
- Addresses issues/requests and resolves as appropriate
- Categorizes and prioritizes daily mail
- Updates and maintains a variety of databases and filing structures
- Establishes and maintains files for records management
- Coordinates follow-up activity
- Coordinates travel arrangements
- Audits expenditures; investigates and resolves discrepancies
- Orders and maintains office supplies
- Researches data and assists in preparation of presentations/speeches
- Functions as a resource to internal and external customers
- Assists with special projects
- Generates special reports
- Maintains confidentiality of sensitive information
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
Associate's Degree preferred And
EXPERIENCE
- 4 - 6 years of related experience required
- Equivalent combination of education and/or experience required