933 - Administrative Assistant

Position: Potential to be temp-perm

At our Customer, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here.

Incredible teams doing exceptional work, every day
In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.

As an Administrative Assistant, you'll have the opportunity to help increase our efficiency by providing effective administrative support, including interacting with various departments as a liaison for loan teams or management.

What you'll do as an Administrative Assistant:

• Prepare and present data to various levels of staff, including senior and C-level management.
• Prepare memos, letters, and other documents and reports for internal and external distribution.
• Coordinate and facilitate meetings, including gathering and preparing agendas and other materials, arranging communications logistics (remote or otherwise), and taking minutes.
• Respond to incoming phone calls, internal and external, as well as handling all other forms of incoming and outgoing correspondence.
• Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements.
• Copy, file, organize and distribute various reports and documents.
• Submit expense reports, sponsorship requests and check requisitions.
• Create and maintain client and prospect address lists for marketing mailings and various other mailers.
• Make catering arrangements for team and vendor meetings.
• Order office and marketing supplies and create marketing packages.
• Engage directly with all levels of external clients and prospects as well as internal team members, including senior executives.
• Lead and manage special projects on behalf of the manager.
• Act as a liaison for the loan team and Relationship Managers in the absence of the manager.
• Navigate the organizational infrastructure to solve problems.
• Provide input and suggestions for process improvements.
• Assist with the recruiting and integration of new hires.

• A bachelor's degree
• Three to five years of experience in the financial services industry
• A strong working knowledge of Microsoft Office, particularly Excel and PowerPoint
• The ability to review and analyze data reports and manuals
• Excellent written and verbal communication skills
• The skill to confidently and professionally communicate with all levels of staff, including executive management
• Strong presentation skills
• Excellent customer service skills
• The ability to work efficiently and accurately, with a keen eye for detail, in a fast-paced environment

• Must be able to review and analyze data reports and manuals; must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• May be required to lift 25-50lbs.