Executive Assistant - CFO

BankUnited•Miami Lakes, FL

About The Position

The Executive Assistant provides administrative support to senior-level management, handling complex duties and responsibilities with little direction or guidance. The role supports the CFO, prepares documents and reports, manages calendars and communications, coordinates travel and follow-up, and assists with research, presentations, special projects, and reporting. It also involves maintaining confidential information, auditing expenditures, managing records and supplies, and complying with applicable laws, regulations, bank policies, and required training, including identifying and reporting suspicious activity.

Requirements

  • Associate's degree required.
  • Four to six years of related experience required, or an equivalent combination of education and/or experience.

Nice To Haves

  • Candidates residing in locations within BankUnited's footprint may be given preference.

Responsibilities

  • Prepare documents, reports, and correspondence using a variety of software packages.
  • Schedule appointments and maintain event and meeting calendars without conflicts.
  • Answer, direct, and refer calls to the appropriate area.
  • Address issues and requests, resolving them as appropriate.
  • Categorize and prioritize daily mail.
  • Update and maintain databases and filing structures.
  • Establish and maintain files for records management.
  • Coordinate follow-up activity.
  • Coordinate travel arrangements.
  • Audit expenditures and investigate and resolve discrepancies.
  • Order and maintain office supplies.
  • Research data and assist in preparing presentations and speeches.
  • Serve as a resource to internal and external customers.
  • Assist with special projects and generate special reports.
  • Maintain confidentiality of sensitive information.
  • Comply with applicable federal and state laws, regulations, and guidance, including anti-money laundering requirements such as the Bank Secrecy Act and US PATRIOT Act.
  • Adhere to bank policies and procedures and complete required training.
  • Identify and report suspicious activity.
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