Summary of the Position:
The Executive Assistant plays an essential part in the success of TriState Capital Bank by effectively delivering a wide variety of administrative and sales support services to the Chief Banking Officer and the Bank Sales Senior Management Team.
Primary Functions of the Position:
- Performs a wide variety of administrative and sales support duties for senior team members
- Performs complex phone and calendar management, including both client and internal meetings/appointments; keeps the team apprised of upcoming commitments and ensures supporting materials are received in advance
- Coordinates travel itineraries, including but not limited to, air, hotel, ground etc.
- Completes expense reports ensuring adherence to policy
- Assists with all aspects of the planning and coordination of internal and external client meetings/events and other business activities
- Prepare agendas for sales and management meetings and maintains a filing system for hard and soft copies
- Prepares and distributes weekly Commercial and Private Bank business reports as required for Senior Management
- Arranges and distributes regular communications and rate updates directly to the Commercial and Private Bank Team, daily/weekly or as otherwise deemed necessary
- Assists in the preparation of business presentations and other client presentations and correspondence
- Prepares and modifies documents such as memos, external letters, and mass emails
- Responsibly compiles and maintains information and records of a highly confidential nature
- Prioritizes conflicting needs and follows through on projects to successful completion, often with pressing deadlines
- Works with clients and TSCB colleagues on a day-to-day basis to maintain the workflow of the department
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 7 years of professional experience in banking, corporate finance, or a related field
- Minimum 7 years of experience supporting senior level executives
Essential Skills and Abilities:
- Excellent verbal and written communication skills
- This individual will have frequent interaction with TSCB C-Suite executives, and must maintain the highest degree of discretion with sensitive and confidential information and projects
- Demonstrates a high degree of professionalism consistent with TSCB culture and communicates effectively with a variety of individuals including clients, colleagues, and vendors
- Possesses the desire, willingness, responsiveness, and initiative necessary to be a highly valued team player
- Proficient in Microsoft Office, including Word, Excel, Power Point and Outlook
- Ability to learn and use various software applications used by the Bank, including loan, deposits, and PARIS
- Exercises exceptional interpersonal and customer service skills
- Effective and efficient time management skills
- Pro-active self-starter
- Meticulous attention to detail
- Demonstrates decision making, problem solving, and analytical skills
- Works independently and efficiently; stays organized yet remains adaptable in a fast-paced environment.
- Proactively tracks projects and workflows and moves them toward completion