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Job Description:
Job Description:
The Administrative Assistant III is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
Responsibilities:
Communicates with executives and line management to gather and convey relevant information
Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
Proactively manages the calendar of multiple executives, effectively resolving conflicts that arise in a professional manner
Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
Prepares meeting minutes and related meeting documents and presentation materials, utilizing written and oral communication skills
Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external clients to answer questions, research, and resolve problems
May act as liaison to outside groups coordinating events where the executive is a corporate chair, director or committee member
May be involved in high-level client contact and exposure to sensitive information requiring considerable tact, diplomacy and judgment
Qualifications
Minimum of 3-5 years of administrative experience with a financial institution supporting executive level management, preferably in the high net-worth space.
Exceptional communication skills, both verbal and written, with the ability to build relationships and effectively communicate with internal teams and executive level management to gather and convey relevant information.
Strong analytical and organizational skills with the ability to appropriately prioritize while maintaining a high level of client service and attention to detail.
Must use considerable tact, diplomacy and judgment with confidential information.
Proficiency in key applications including Outlook, Word, Excel, PowerPoint, OneNote, WebEx and SharePoint
Administrative Services
Attention to Detail
Event Planning
Office Administration
Problem Solving
Facilities Management
Oral Communications
Recording/Organizing Information
Written Communications
High School Diploma / GED / Secondary School or equivalent
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