Wealth Management - Executive Assistant

Citizens Financial Group•Brooklyn, NY

21h•Onsite

About The Position

As the Executive Administrative Assistant supporting the Head of Wealth Management and Divisional Sales Leadership, you’ll work in a fast paced and diverse team focused on supporting and improving the risk, customer service and performance of Operations. This role will directly support the Head of Citizens Securities and, at times, his team, with daily administrative tasks and more medium term initiatives. The Executive Assistant role will include both repeatable and ad hoc requests. The role will require confidentiality and discretion. The role will require incumbent to manage multiple projects simultaneously and meet deadlines. Role holder will be responsible for performing a variety of administrative and operational duties that support the team including but not limited to coordinating meetings and agendas, taking and publishing minutes, compiling and editing key documents for meetings, maintaining calendars and PTO, and maintaining Shared Drives, Sharepoint and other shared data sources and documents. Will perform on-going maintenance to various data bases and generate reports. Will be responsible for preparing, reviewing, and composing key correspondence, team communications and reports, travel arrangements and expenses, payment requests and management of team supplies.

Requirements

MS Office Skills - proficiency with PowerPoint and Outlook
Excellent attention to detail, follow through and organizational skills
Strong written, verbal and communication skills
Strong ability to multi-task and prioritize
Excellent customer service skills
Desire and aptitude to learn the business
3 years Administrative experience preferred
Operations experience a plus

Nice To Haves

Associates degree preferred, or equivalent work experience

Responsibilities

Coordinating meetings and agendas
Taking and publishing minutes
Compiling and editing key documents for meetings
Maintaining calendars and PTO
Maintaining Shared Drives, Sharepoint and other shared data sources and documents
Performing on-going maintenance to various data bases and generate reports
Preparing, reviewing, and composing key correspondence, team communications and reports
Making travel arrangements and processing expenses
Processing payment requests
Managing team supplies