Administrative Assistant Senior

First HorizonCharlotte, NC
Onsite

About The Position

First Horizon is seeking a highly organized, proactive, and polished Executive Assistant & Treasury Management Business Support Coordinator to support the Head of Treasury Management and the broader Treasury Management Sales organization. This role involves managing executive calendars, coordinating travel, preparing materials for meetings and presentations, and supporting sales initiatives and RFP processes. The ideal candidate will be adept at transforming complex information into clear, concise, and impactful communications and presentations, ensuring alignment with corporate branding and executive expectations.

Requirements

  • Highly organized, proactive, and polished demeanor.
  • Proficiency in Microsoft PowerPoint and Word.
  • Ability to transform complex information into clear, concise, and impactful presentations.
  • Experience in coordinating and supporting sales initiatives.
  • Experience in managing RFP responses and content gathering.
  • Experience in developing executive-level presentations.

Responsibilities

  • Manage calendars, meetings, and scheduling for the Head of Treasury Management and leadership team.
  • Coordinate travel arrangements, including flights, hotels, transportation, and itineraries.
  • Prepare meeting agendas, briefing materials, and follow-up action items.
  • Coordinate leadership meetings, town halls, and strategic planning sessions.
  • Assist with expense management and travel reconciliation.
  • Serve as a key point of contact for internal and external stakeholders.
  • Coordinate and support Treasury Management sales initiatives across multiple markets.
  • Assist in organizing client events, prospect meetings, executive roundtables, and industry conferences.
  • Track key sales activities and support execution of strategic business development initiatives.
  • Coordinate logistics and materials for client presentations and sales meetings.
  • Partner with sales leaders to ensure timely completion of deliverables and follow-up actions.
  • Lead the coordination, compilation, and production of Treasury Management RFP responses.
  • Gather content and responses from product, operations, risk, compliance, technology, and sales partners.
  • Manage timelines and deliverables to ensure responses are completed accurately and on schedule.
  • Maintain a centralized library of approved RFP content, responses, and supporting materials.
  • Perform quality reviews to ensure consistency, accuracy, and professionalism across all submissions.
  • Create polished, executive-level proposal documents that differentiate the bank and elevate the client experience.
  • Develop and enhance executive-level PowerPoint presentations for client meetings, board presentations, leadership updates, and strategic initiatives.
  • Create visually compelling and professional client-facing documents using Microsoft PowerPoint and Word.
  • Ensure all presentation materials align with corporate branding standards and executive expectations.
  • Transform complex information into clear, concise, and impactful presentations.
  • Assist with preparation of speeches, talking points, meeting materials, and executive communications.

Benefits

  • Medical with wellness incentives
  • Dental
  • Vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
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