Executive Assistant

Overview

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Specific Skills

Keen business judgment, professionalism, and discretion in handling sensitive and confidential financial, legal, personnel and company information
Strong proficiency in Microsoft Office suite (Outlook, Teams, Word, PowerPoint, and Excel)
Confident communicator with strong written and verbal communication skills
Ability to accurately summarize meeting topics and conversations
Aptitude for building and maintaining strong relationships
Proactive and independent with a strong sense of ownership and accountability
Adaptability and continuous improvement mindset with a focus on anticipating needs, prioritizing, solving problems and thinking critically
Great attention to detail and highly organized
Thrives in a fast-paced environment
Positive attitude

Responsibilities

Calendar management: Manage, maintain, and coordinate the CCO’s complex schedule by prioritizing conflicting demands, exercising discretion in committing time, and scheduling meetings involving senior level internal and external participants including clients, regulators, and vendor partners. Oversee logistical details such as meeting rooms, audio-visual and technology requirements to ensure seamless execution. Monitor and track scheduling requests.
Meeting management: Assist with planning, organizing, and executing weekly calls, events, and meetings involving the CCO. Prepare and distribute information packages for meetings (i.e., agendas, handouts, presentations), minute taking, summarize next steps, and follow up on action items.
Reporting and strategic priorities: Create and edit reports, spreadsheets, charts, presentations or other correspondence as requested. Support the CCO on reporting and strategic priorities.

Stakeholder management: Represent the CCO with the utmost professionalism. Work collaboratively with all levels of the organization across multiple business lines and geographies, managing relationships with empathy, tact, and diplomacy. Determine priority of matters of attention for the CCO redirect matters to staff to handle, or handle matters personally, as appropriate.

Travel arrangement: Coordinate and arrange complex travel (domestic and international) including developing detailed itineraries and managing logistics.
Expense reports: Prepare, reconcile, and submit expense reports on behalf of the CCO.
Administrative support: Provide general administrative support including maintaining office supplies, preparing documents for signature, business continuity plan coordination, invoice payment support, and space management.

Additional Requirements

Minimum of two years’ work experience in a corporate environment as an executive assistant or in a similar role
Experience in financial services and project management experience are beneficial but not required