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 10 years of professional experience in banking, corporate finance, or a related field
- Minimum 10 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
Job Title: Facilities Associate
Department: Facilities
Location: Pittsburgh, PA
Summary of the Position:
The Facilities Associate will be responsible for assisting with the day to day operations of the Pittsburgh and satellite offices. This position will report to the Facilities Manager. The Facilities Associate will be responsible for maintaining the facilities and keeping them in safe operating condition.
Primary Functions of the Position:
- Daily tour of premises to ensure cleanliness and all equipment is in working condition.
- Assists with establishing accounts with outside vendors such as FedEx, USPS, Office Suppliers, and Furniture vendors.
- Coordinate the ordering of supplies for the Pittsburgh Office and satellite locations as needed.
- Placing work orders with the property management team and working closely with the property management team to ensure the office work orders are completed.
- Coordinate with building security for employee identification badges, security issues and annual fire drills.
- Assemble office furniture and equipment (desks, tables, chairs, file cabinets, etc.).
- Reviews and processes invoices from suppliers.
- Stocking of kitchens and copy rooms, including resupply and inventory.
- Cleans and assists with the upkeep of the facilities.
- Assists with special projects as assigned by the Facilities Manager.
- Other duties as assigned.
Education and Experience Requirements:
- High School Diploma or equivalent required
- 1-3 years of work experience; facilities management experience preferred
Essential Skills and Abilities:
- Verbal and written communication skills
- Ability to work independently
- Ability to meet deadlines
- Able to work a flexible work schedule
- Computer Skills (Word, Microsoft Office, and Excel) preferred
Physical Requirements:
- Ability to lift 50 lbs.
- Prolonged periods of standing and walking.
- Must be physically able to climb, bend or crawl as needed.
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Summary of the Position:
The Financial Systems Analyst will be responsible for understanding, supporting and administration of the Finance and Accounting (“F&A”) technology systems including how they interact with other systems within the organization. The role will support our F&A group as they partner with the organization on data extraction and reporting initiatives. This position will drive data quality by supporting automation of reporting, enhancing current tools and building out new ones to create self-serve reporting for the businesses. The role coordinates internal systems to obtain, validate and optimize data flow to provide analytical support.
Primary Functions of the Position:
- Help maintain and manage technical systems for Finance & Accounting (F&A)
- Assist in coordinating and prioritizing key projects across the F&A function
- Serve as the subject matter expert for the reporting and budgeting system
- Focus on driving cleaner data for financial and managerial reporting
- Establish data audit processes and partner with various teams for execution
- Conduct requirements gathering activities and stakeholder interviews as needed
- Design and validate solutions and coordinate with F&A for alignment with goals
- Review current department reporting, identify opportunities for improvement and execute
- Work with F&A to assist with data-related technical issues and support their data analysis
- Identify and understand reporting needs, design and implement solutions
- Support ad hoc queries and other requests as needed
Education and Experience Requirements:
- Bachelor’s degree in finance, computer science, accounting, or a related field
- Minimum of 5 years of progressive experience in financial planning and analysis (FP&A), data analytics or related field
- Banking or financial services industry experience preferred
Essential Skills and Abilities:
- Ability to understand and manage technical systems
- Data extraction, analysis, and reporting experience with complex ERP systems
- Very high attention to detail and accuracy with strong analytical skills
- Advanced MS Excel skills, Power BI and SQL
- Knowledge of financial concepts, including how operating budgets are created
- Experience working on cross-functional teams
- Ability to communicate clearly and effectively to business and technical associates
- Demonstrated ability to track and drive initiatives to successful completion
- Eager to learn with a proven track record of self-learning
- Excellent verbal and written communication skills
- Ability to effectively prioritize and manage multiple tasks and deadlines
