Executive Assistant (financial Services)

Executive Assistant (Financial Services)

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.