EXECUTIVE ASSISTANT (FINANCIAL SERVICES)

Job description:

This position provides comprehensive and confidential administrative and secretarial support for the Senior Vice President & Chief Financial Officer (CFO). The Executive Assistant coordinates administrative activities, special projects, and procedural guidance, ensuring efficiency across Financial Services division.

ESSENTIAL DUTIES

- Provide confidential administrative support, screening calls, correspondence, and maintaining filing systems.

- Compose, type, and distribute complex documents including reports, presentations, correspondence, and meeting minutes.

- Schedule meetings, manage calendars, and coordinate travel arrangements.

- Handle special projects and perform independent research as requested.

- Ensure accuracy and discretion when handling confidential and sensitive information.

- Establish and maintain effective working relationships internally and externally.

- Coordinate CFO and department activities, including Board committee meetings.

- Provide administrative support to the Controller, Treasury, and Risk & Insurance divisions.

- Support the preparation of financial statements, audit coordination, and debt compliance activities.

- Perform other duties as assigned.

MINIMUM QUALIFICATIONS

- Associate’s degree in administrative assistance or a related field; and 5 years of related administrative assistance experience; or

- High school diploma or equivalent (GED or HSED); and 7 years of related administrative assistance experience.

PREFERRED QUALIFICATIONS

- Bachelor’s degree in business administration or related field.

- Strong understanding of corporate governance processes.

- Project management experience or formal training.

PHYSICAL AND ENVIRONMENTAL DEMANDS

This position requires the ability to remain in a stationary position and to move about the office building, occasionally reaching below and above shoulder level, constant use of keyboard/computer and other office productivity machinery, bending, kneeling, lifting/carrying up to 10 pounds, and pushing/pulling up to 20 pounds. It also requires finger dexterity and hand coordination.

KEY SKILLS

- Expert knowledge of administrative support functions.

- Excellent interpersonal, organizational, and communication skills.

- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

- Ability to delegate effectively and handle multiple tasks under pressure.