About The Position

We are seeking are seeking a proactive, professional, friendly and highly organized Executive Assistant. The incumbent will be responsible for providing high level administrative support for both the Head of Product and Head of Client Solutions & Experience for the Private Bank.  Responsibilities may include, but are not limited to: coordination of meetings, calendar and inbox management, ordering of supplies and/or equipment, new colleague onboarding, payroll for staff eligible for overtime, and overtime reports. Incumbents will spend substantial time performing administrative support duties and projects as needed. Position requires excellent organizational skills, and the ability to handle multiple tasks simultaneously. Support responsibilities may include data input, data processing and / or data verification for routine processes, tracking and distribution of related materials, etc.

Requirements

  • Strong interpersonal skills — friendly, calm, and customer‑focused.
  • Highly organized with strong attention to detail and the ability to anticipate office needs independently.
  • Comfortable managing multiple tasks and shifting priorities throughout the day.
  • Proficiency with Microsoft Outlook, Teams, Word, Excel; ability to learn internal systems quickly.
  • Professional presence with excellent verbal communication skills.
  • Ability to remain composed during busy periods and handle unexpected issues efficiently.
  • Reliable, punctual, and committed to supporting a high‑quality workplace environment.
  • Bachelor’s Degree preferred; 2+ years of relevant administrative experience supporting executive level leadership
  • Salesforce, Oracle, Microsoft Outlook and Teams, Word, Excel, PowerPoint

Responsibilities

  • Manage multiple projects simultaneously/in a timely manner.
  • Coordinates internal/external meetings, conference calls, and domestic travel. Schedule management.
  • Displays excellent communication skills in working with clients (internal/external), and vendors.
  • Accurately tracks expenses/process and submit expense reports in a timely manner.
  • Distributes agenda, meeting packages, and responsible for meeting minutes.
  • Data entry/filing.
  • Other duties as assigned.
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