Executive Administrative Assistant

What You'll Do

As an Executive Administrative Assistant you’ll provide a wide range of administrative support to bank executives. You’ll take a strategic approach to proactively anticipate needs while helping to move the business forward by solving problems, managing multiple business priorities and executing deliverables efficiently and effectively. In a dynamic, fast-paced environment, you’ll leverage exceptional communication, collaboration and professionalism across all levels within the Bank as you keep a pulse on business needs and help enhance the efficiency of the executive team.

A big part of this role is working with the CRM tool, pulling reports and working with sales data.

• Provide organized and detail oriented executive administrative support, including but not limited to managing calendars, scheduling travel arrangements, coordinating meetings and events, independently handling emails, data entry, expense report management, and other projects as assigned. Use discretion and judgment to prioritize, follow-up and execute schedules and deliverables.
• Leverage technology and tools to assist in delivering business initiatives and daily administrative support more efficiently. Compile data and prepare presentations, spreadsheets, documents and reports for management.
• Serve as a liaison and extension of the executive team while providing superior customer service to handle and resolve complex requests and problems effectively. Apply confidentiality and sound decision making when responding to internal and external stakeholders, escalating issues when necessary.
• May lead and develop a team; responsible for hiring, coaching, performance management, training and development.

Executive Administrative Assistant

CA - San Francisco, Spear

As an Executive Administrative Assistant you’ll provide a wide range of administrative support to bank executives. You’ll take a strategic approach to proactively anticipate needs while helping to move the business forward by solving problems, managing multiple business priorities and executing deliverables efficiently and effectively. In a dynamic, fast-paced environment, you’ll leverage exceptional communication, collaboration and professionalism across all levels within the Bank as you keep a pulse on business needs and help enhance the efficiency of the executive team.

A big part of this role is working with the CRM tool, pulling reports and working with sales data.

• Provide organized and detail oriented executive administrative support, including but not limited to managing calendars, scheduling travel arrangements, coordinating meetings and events, independently handling emails, data entry, expense report management, and other projects as assigned. Use discretion and judgment to prioritize, follow-up and execute schedules and deliverables.
• Leverage technology and tools to assist in delivering business initiatives and daily administrative support more efficiently. Compile data and prepare presentations, spreadsheets, documents and reports for management.
• Serve as a liaison and extension of the executive team while providing superior customer service to handle and resolve complex requests and problems effectively. Apply confidentiality and sound decision making when responding to internal and external stakeholders, escalating issues when necessary.
• May lead and develop a team; responsible for hiring, coaching, performance management, training and development.

• 6+ years of related experience in Administrative Support or similar field.
• Bachelor's degree or equivalent experience required.
• Advanced knowledge of Microsoft Office including, Word, Excel, PowerPoint, and Outlook; experience with Zoom, Teams, and Oracle…