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Senior Administrative Assistant jobs at Capital One - 1036 jobs

  • Executive Assistant

    Eastdil Secured 4.6company rating

    San Jose, CA jobs

    Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
    $57k-89k yearly est. 1d ago
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  • Executive Assistant

    Callan Associates 4.3company rating

    Oak Brook, IL jobs

    About the Company Callan Associates is one of the nation's leading Boutique Retained Senior Executive Search Consulting Firms. Founded in 1982 with a mission to deliver high-quality, personalized executive recruiting services, Callan Associates has established itself as a trusted partner to a select group of corporate clients. Based in Oakbrook, IL, the firm adeptly serves globally diversified, large public companies and privately held entities, including Private Equity firms. The array of services offered includes Senior Level Searches, Board of Directors Services, and Executive Assessments, encompassing CEO Succession planning and strategic mapping. About the Role Callan Associates seeks an experienced, dynamic, and impactful professional to fill the Executive Assistant role. This pivotal position is designed to assist the Managing Partners in a variety of capacities: Managing their schedules Coordinating client and candidate activities Preparing reports and documentation Handling communication from both internal and external sources Executing multiple complex and diverse special projects as directed Closing searches Light Office Management activities Responsibilities The Executive Assistant will provide comprehensive administrative support to the partners, ensuring smooth and efficient operations. Key responsibilities include: Client Correspondence and Communication: Facilitate effective communication between clients and the firm, managing emails, phone calls, and written correspondence with professionalism. Candidate and Client Schedule Coordination: Organize and manage schedules for candidates and clients, ensuring all meetings and appointments are synchronized and conflicts are avoided. Document and Report Preparation: Prepare and edit documents, reports, and presentations, ensuring accuracy and adherence to the firm's standards. Travel Planning and Support: Arrange travel plans, including booking flights, accommodations, and transportation, and providing travel itineraries and support as needed. Execution of Search-Related Activities: Assist with activities related to search assignments, including conducting research, preparing materials, and coordinating with relevant parties. Schedule Management Using Integrated Outlook Calendars: Maintain and manage integrated Outlook calendars for partners, ensuring optimal time management and appointment scheduling. Maintaining Content Within Support Systems: Update and manage content within support systems such as SharePoint and tracking databases, ensuring information is current and accessible. Client and Candidate Research: Conduct research on clients and candidates, gathering and analyzing information to support decision-making and strategy. Qualifications The ideal candidate for the Executive Assistant position will be resourceful, action-oriented, and thrive in a small team environment. To be successful in this role, the candidate should possess the following qualifications: Experience: A minimum of eight years of experience as an Executive Assistant, including support of C-Suite executives. Experience in Professional Services firms is highly desired. Communication Skills: Strong communicator with the ability to create reports and write business correspondence. Clear and concise communication via email, memoranda, phone calls, and face-to-face interactions is essential. Proactivity and Problem-Solving: Ability to anticipate needs, solve problems independently, and think strategically. The candidate should be able to resolve conflicts respectfully and thoughtfully. Work Habits: Efficient work habits with the ability to be self-directed, proactive, and manage multiple tasks throughout the day. Ownership and Responsibility: Ability to take ownership by actively managing and prioritizing tasks, ensuring timely and accurate completion. Interpersonal Skills: A team player with strong interpersonal skills, capable of interacting effectively with staff, partners, and clients in a timely manner. Organization and Detail Orientation: Superior follow-up skills, incredibly well-organized, and detail-oriented. Technical Proficiency: Proficient with MS Office Suite, particularly Outlook, Word, Excel, and PowerPoint. Strong internet research experience and aptitude with current technology and apps. Adaptability: Ability to learn new skills and adapt to new projects as the firm continues to grow.
    $56k-85k yearly est. 1d ago
  • Executive Assistant

    Eastdil Secured 4.6company rating

    Santa Rosa, CA jobs

    Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
    $57k-90k yearly est. 1d ago
  • Executive Assistant

    Eastdil Secured 4.6company rating

    San Francisco, CA jobs

    Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
    $57k-90k yearly est. 1d ago
  • Executive Assistant

    Titan Talent Acquisition Inc. 4.6company rating

    Franklin, MI jobs

    Executive Assistant - Private Operations Role A confidential, privately owned organization is hiring an Executive Assistant to support senior leadership across a portfolio of administrative, operational, and financial activities. This role functions as a central point of coordination, ensuring day-to-day tasks, documentation, and external relationships run smoothly and accurately. This position is well-suited for an experienced assistant who thrives in environments requiring discretion, independence, and strong judgment. Core Responsibilities Track and process routine financial activity across multiple accounts and business lines Coordinate payments, documentation, and approvals for recurring and one-time obligations Maintain organized records of statements, invoices, and transaction history Monitor account activity and flag items requiring attention or follow-up Support internal reporting and documentation accuracy Oversee general office organization, records, and correspondence Manage physical and digital filing systems Handle mail, deliveries, and document routing Create and update internal reference materials and workflows Provide support for special initiatives and time-sensitive requests Serve as a point of contact for professional service providers and vendors Coordinate scheduling, documentation, and follow-up with third parties Assist with oversight of contracted services and ongoing operational needs Provide trusted support for leadership-related tasks requiring discretion Assist with logistics, scheduling, and ad hoc requests Anticipate needs and proactively resolve issues before escalation High level of confidentiality and trust required Primarily on-site role with some flexibility as needed Fast-moving environment requiring adaptability and prioritization Independent work style with minimal oversight Qualifications 5+ years of experience supporting executives or senior leadership Strong organizational and time-management skills High attention to detail and follow-through Professional written and verbal communication skills Proficiency with Microsoft Office and digital tools Comfortable handling sensitive information and financial documentation Flexible schedule with availability outside standard hours when required
    $44k-59k yearly est. 1d ago
  • Executive Assistant

    Eastdil Secured 4.6company rating

    Fremont, CA jobs

    Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
    $57k-89k yearly est. 1d ago
  • Private Equity Fund Admin Associate - NAV & Reporting

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr
    $101k-135k yearly est. 3d ago
  • Executive Assistant

    Eastdil Secured 4.6company rating

    Miami, FL jobs

    Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our Miami, FL office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Office Management Support Facilities Manager (off-site) and work with Admin Services to ensure that Miami, FL office is operating smoothly Conduct inventory assessment and complete weekly office supply and snack orders Maintain basic office equipment, resolving office-related malfunctions and responding to requests or issues Assist with food orders, luncheon planning, and planning of other business-related meetings and events as requested Manage logistics for in-office new hire onboarding (set up desks, phones, computers, etc.) Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Help with planning and execution process for small local events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Bilingual (Spanish) strongly preferred Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
    $35k-50k yearly est. 4d ago
  • Executive Assistant, NA Operations

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description We are hiring a highly organized and efficient administrator to join our North America Executive Office team to provide general administrative support. This role is ideal for someone who wants broad exposure to the inner workings of a Regional Executive office, delights in organization and logistics, and is interested in growing their executive administrative and business acumen. Their primary stakeholders will be the NA Head of Business Operations, NA Chief of Staff, Regional President's Senior Executive Administrator and the Executive Assistants of the North America Leadership team. Key Responsibilities: Establish and maintain effective and cooperative professional business relationships with all levels of management, employees, and outside contacts. Handle all materials with the highest levels of discretion and professionalism Perform team support duties including ordering office supplies, booking meeting rooms, and updating distribution lists. Maintain Regional President's content management system: organize weekly and key workstream folders, upload files, and maintain efficient structure for quick access to information Coordinate on-site client meetings in Mission Rock as the primary point of contact for non-SF Sales teams and Executive Assistants, responsibilities may include reserving conference rooms, arranging catering, managing building access and guest Wi-Fi, printing materials, escorting guests, and ensuring IT support Plan and execute Regional President's client dinners and marquee client gifts Maintain spreadsheets of key client contacts for routine and crucial communications in partnership with NA Chief of Staff and Events teams. Coordinate North America Leadership Team onsite and offsite logistics, including conference rooms, catering, team dinners/events, hotel suggestions, ensuring IT support, and other logistical arrangements. Manage and maintain the North America Leadership Team meeting calendar, Outlook events, and milestone recognitions program Serve as designated backup to the Regional President's Senior Executive Administrator. Manage calendar, appointments, and travel for Head of North America Business Operations and NA Chief of Staff as required. Provide site support for team activities such as group meetings and team outings. Coordinate on-boarding of new employees. Working with facilities to assist with space management, workspace move requests and submit facilities work orders. Coordinate and prepare agendas, materials, and minutes for meetings, conferences, and events. Assist with travel arrangements for visiting team members. Assist with developing and updating PowerPoint presentations, Excel spreadsheets, and other charts and documents in support of team activities. Be available to provide last-minute assistance with administrative tasks as needed. Adapt to changing priorities and support both operational and event-related activities. Act as a liaison, problem solver, and facilitator for the department. Provide support for misc. projects and initiatives. Manage and maintain department T&E budget and expense reports. This role will require occasional off-hours work and responsiveness, as well as occasional errands. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Must be located in San Francisco Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD 2.5+ years of administrative experience supporting senior executives. Experience in event planning and/or project coordination experience. Excellent verbal and written communication skills. Strong organizational, time management, and problem-solving skills. Ability to work independently and collaboratively with minimal supervision. Attention to detail and accuracy. Friendly, approachable, team-oriented, culture builder and able to create a welcoming environment . Flexibility and adaptability to changing priorities and deadlines. Must be proficient in Microsoft Office and other relevant software. Fluency in M365 Copilot and Power Automate is a plus. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 129,200.00 to 187,350.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $96k-132k yearly est. 4d ago
  • Trust Administrative Assistant

    Farmers National Bank of Canfield 4.7company rating

    Howland Center, OH jobs

    Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available. ESSENTIAL DUTIES and RESPONSIBILITIES: File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files Process Employee and Employer contributions received through the recordkeeping system Set-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessary Provide distribution and loan forms to participants Input and process distributions and payments from client accounts on demand Monitor available cash and notify Administrator of cash needs Processes all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust Administrator Produce reports and Excel spreadsheets as needed Open accounts by inputting necessary client information; close accounts per instructions of Administrator Provide paperwork to Trust Operations in order to process receipt and delivery of securities Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request additional information to process transfers. Follow-up on receipt of assets and troubleshoot problems/issues Obtain cost basis information/estate valuation Prepare Court Accountings as needed (if applicable) Coordinate client meetings and preparation of necessary presentation materials and board packets Greet and assist visitors (if applicable) Handle incoming phone calls to answer questions and resolve problems Sort and distribute incoming mail. Daily run to Post Office (if applicable) Type correspondence, reports and other documents Complete all other duties as assigned EDUCATION and/or EXPERIENCE: High School diploma/GED and two (2) years Trust experience, business or college classes. Must be proficient in the following computer programs (Word, Excel Spreadsheets,etc.) and able to use all general office equipment. E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications Skills Microsoft Excel (preferred) Administrative Assistant (preferred) Retirement Planning (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $29k-35k yearly est. 4d ago
  • CAAS Administrative Assistant

    Hogantaylor 3.2company rating

    Little Rock, AR jobs

    At HoganTaylor, we're not just about numbers; we're about people. Our firm stands tall on the principles of unity, service, and dynamic, reflecting in everything we do. We are on the lookout for an Administrative Assistant for our Client Accounting & Advisory Services (CAAS) team. We are looking for someone who's passionate about making a meaningful impact on our clients, our communities, and our team. Our CAAS team partners closely with clients to deliver timely, high-quality financial information, and this role plays a key part in making that happen. We're looking for a detail-driven, service-minded Administrative Assistant who enjoys keeping things organized, supporting multiple stakeholders, and contributing to a collaborative, fast-paced environment. What You'll Do Support CAAS Operations. Provide day-to-day administrative support to the CAAS team, working closely with Partners, Managers, and engagement teams to keep workflows moving smoothly. Process Client Deliverables. Assist with compilations, financial statements, payroll tax reports, Forms 1099, and client payables while ensuring accuracy and timeliness. Prepare Client Materials. Help assemble and distribute engagement letters, proposals, presentations, reports, and other client-facing documents. Ensure Quality & Accuracy. Perform quality assurance reviews, including proofreading for grammar and formatting and completing basic math checks. Manage Client & Engagement Data. Set up new clients and jobs in the Firm Practice Management System (FPMS), maintain engagement records, and perform accurate data entry across firm systems. Coordinate Workflow. Support engagement teams within CAAS software platforms, assist with assignment updates, and help manage workflow coordination. Handle Administrative Details. Prepare client conflict checks, reconcile third-party software disbursements, process expense reports and P-card statements, and assist with travel and training logistics. Organize & Protect Information. Scan, organize, maintain, and retrieve client documents while ensuring confidentiality and data security. Communicate & Coordinate. Assist with scheduling meetings, maintaining calendars, preparing draft agendas, and coordinating with clients as directed by engagement managers. Pitch In Where Needed. Support special projects, provide general firm administrative assistance, and serve as front desk backup or travel to other offices or client locations when needed. Be a Team Player. Contribute to a positive, professional, and collaborative team environment. What You'll Bring High school diploma required; bachelor's degree in business administration strongly preferred 3-5 years of administrative professional experience; professional services experience preferred Strong proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint, Teams, OneNote) and Adobe PDF Confidence learning new systems and finding solutions within existing tools (especially Excel) Excellent organizational, analytical, and time-management skills High level of professionalism with strong verbal and written communication skills Experience with paperless document management systems preferred Experience with QuickBooks Online or other QuickBooks products preferred Ability to work independently with minimal supervision while collaborating effectively across all levels Why HoganTaylor? Reputation for Excellence: Join a team recognized as a Best Place to Work in Oklahoma and Arkansas and one of Accounting Today's Best of the Best Firms. At HoganTaylor, you'll be part of a firm known for exceptional client relationships and a standard of excellence. Meaningful Connections: Build deep relationships-not just with colleagues, but with clients and the communities we serve. At HT, people are at the center of everything we do. Purpose-Driven Culture: Be part of something bigger. Our commitment to service means you'll have opportunities to give back, make an impact, and support the causes that matter to you. Innovation and Leadership: At HT, your voice matters. We believe everyone is a leader in their own right, and we encourage fresh ideas, diverse perspectives, and forward-thinking solutions. You won't just have a seat at the table-you'll help shape the conversation. Elevate Your Career: We invest in your growth. Our tailored, one-size-fits-one approach to learning and development puts you in the driver's seat, giving you the tools and support to thrive personally and professionally. Embrace the opportunity to do work that matters in an environment that supports your life and your ambitions. Your journey at HoganTaylor starts now!
    $24k-30k yearly est. 3d ago
  • Administrative Assistant - Trust Services

    Northwest Bank 4.8company rating

    Buffalo, NY jobs

    The Administrative Assistant - Trust Services is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties. Essential Functions * Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative * Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system * Coordinate documentation and communication with Trust Operations * Verify and/or process transactions, as directed * Initiate specific transactions , as directed * Identify/resolve daily account/administrative issues * Assist with special projects, seminars, and special events * Ensure total document and data integrity * Organize and file correspondence and documentation * Manage personal workload/workflow * Originate and type correspondence/documentation * Answer the telephone * Identify and resolve customer/operational issues * Assist customers, as needed * Partner with Trust personnel and operational staff * Generate customer documents and agreements, as directed * Input new account system information * Monitor overdrafts and excess cash balances in Trust Accounts * Monitor the timely processing of transfers when opening/closing accounts * Process distributions requests and bill payments for clients, as directed * Check previous days operational transactions * Monitor receipt of new account assets and money * Monitor receipt of closing account assets and money * Update current client system information to operations * Deposit/post all transactions * Provide assistance/training to other personnel * Contribute to various committees (as requested) * Perform Committee Secretary duties (as assigned) * Monitor and reconcile daily balance sheets, including those that come from outside record keepers * Coordinate and monitor all incoming rollovers into designated plan * Provide administrative support for all Account Managers/Trust Officers * Assist with audits and special projects as needed * Recommend improvements to procedures * Provide appropriate customer service levels * Minimizing departmental non-payroll costs * Maximize technology tools available * Ensure accuracy of financial data * Communicate problems or areas requiring attention to manager Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Preferred Education High School Diplomaor equivalent Preferred Work Experience 3 - 5 yearscustomer service experience and Trust experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to work with PC's, word processing and spreadsheets Skill in telephone etiquette Clerical aptitude The pay range for this position is generally $21.60 - $24.50 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $21.6-24.5 hourly 4d ago
  • CAAS Administrative Assistant

    Hogantaylor 3.2company rating

    Tulsa, OK jobs

    At HoganTaylor, we're not just about numbers; we're about people. Our firm stands tall on the principles of unity, service, and dynamic, reflecting in everything we do. We are on the lookout for an Administrative Assistant for our Client Accounting & Advisory Services (CAAS) team. We are looking for someone who's passionate about making a meaningful impact on our clients, our communities, and our team. Our CAAS team partners closely with clients to deliver timely, high-quality financial information, and this role plays a key part in making that happen. We're looking for a detail-driven, service-minded Administrative Assistant who enjoys keeping things organized, supporting multiple stakeholders, and contributing to a collaborative, fast-paced environment. What You'll Do Support CAAS Operations. Provide day-to-day administrative support to the CAAS team, working closely with Partners, Managers, and engagement teams to keep workflows moving smoothly. Process Client Deliverables. Assist with compilations, financial statements, payroll tax reports, Forms 1099, and client payables while ensuring accuracy and timeliness. Prepare Client Materials. Help assemble and distribute engagement letters, proposals, presentations, reports, and other client-facing documents. Ensure Quality & Accuracy. Perform quality assurance reviews, including proofreading for grammar and formatting and completing basic math checks. Manage Client & Engagement Data. Set up new clients and jobs in the Firm Practice Management System (FPMS), maintain engagement records, and perform accurate data entry across firm systems. Coordinate Workflow. Support engagement teams within CAAS software platforms, assist with assignment updates, and help manage workflow coordination. Handle Administrative Details. Prepare client conflict checks, reconcile third-party software disbursements, process expense reports and P-card statements, and assist with travel and training logistics. Organize & Protect Information. Scan, organize, maintain, and retrieve client documents while ensuring confidentiality and data security. Communicate & Coordinate. Assist with scheduling meetings, maintaining calendars, preparing draft agendas, and coordinating with clients as directed by engagement managers. Pitch In Where Needed. Support special projects, provide general firm administrative assistance, and serve as front desk backup or travel to other offices or client locations when needed. Be a Team Player. Contribute to a positive, professional, and collaborative team environment. What You'll Bring High school diploma required; bachelor's degree in business administration strongly preferred 3-5 years of administrative professional experience; professional services experience preferred Strong proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint, Teams, OneNote) and Adobe PDF Confidence learning new systems and finding solutions within existing tools (especially Excel) Excellent organizational, analytical, and time-management skills High level of professionalism with strong verbal and written communication skills Experience with paperless document management systems preferred Experience with QuickBooks Online or other QuickBooks products preferred Ability to work independently with minimal supervision while collaborating effectively across all levels Why HoganTaylor? Reputation for Excellence: Join a team recognized as a Best Place to Work in Oklahoma and Arkansas and one of Accounting Today's Best of the Best Firms. At HoganTaylor, you'll be part of a firm known for exceptional client relationships and a standard of excellence. Meaningful Connections: Build deep relationships-not just with colleagues, but with clients and the communities we serve. At HT, people are at the center of everything we do. Purpose-Driven Culture: Be part of something bigger. Our commitment to service means you'll have opportunities to give back, make an impact, and support the causes that matter to you. Innovation and Leadership: At HT, your voice matters. We believe everyone is a leader in their own right, and we encourage fresh ideas, diverse perspectives, and forward-thinking solutions. You won't just have a seat at the table-you'll help shape the conversation. Elevate Your Career: We invest in your growth. Our tailored, one-size-fits-one approach to learning and development puts you in the driver's seat, giving you the tools and support to thrive personally and professionally. Embrace the opportunity to do work that matters in an environment that supports your life and your ambitions. Your journey at HoganTaylor starts now!
    $26k-32k yearly est. 3d ago
  • Administrative Assistant, Cleveland

    Dollar Bank, FSB 4.1company rating

    Cleveland, OH jobs

    The Senior Loan Administrator will be responsible for performing various administrative duties to provide consistent, high-quality service to Corporate Banking customers in a highly personalized, professional, and timely manner. This individual will work with commercial lenders to grow and maintain the Corporate Banking loan portfolio. The Senior Loan Administrator will also work with various departments to process new loan requests and annual loan reviews. Qualifications: * High School Diploma/GED required. College degree preferred. * Two years of banking or administrative experience required. Commercial lending, residential lending, or consumer lending experience desired. * General bank operational knowledge, including commercial loan systems and customer information systems, is preferred. * Ability to apply job knowledge and good judgement in problem solving and decision-making situations. * Must have excellent written and verbal communication skills, which includes professional grammar and demeanor. * Ability to prioritize, work under pressure and meet critical deadlines. * General working knowledge of Microsoft Word and Excel. * Good typing and proofreading skills with strong attention to detail. Principal Activities and Duties: * Assist commercial lenders in processing new loan requests by ordering appraisals, credit reports, property reports, flood reports and other various items needed for the transaction. * Assist commercial lenders with portfolio maintenance and exceptions (e.g., loan documentation, financial statements, insurance, collection of monthly borrowing base certificates, etc.) * Prepares commercial loan system input worksheets to establish new accounts and service existing accounts. * Creates and maintains credit files, including scanning and indexing all credit files into Nautilus. * Works closely with Commercial Loan Operations, Underwriting and Credit departments. * Interacts with Dollar Bank's legal department and outside counsel, when necessary, to prepare loan documentation and oversee loan closings. * Assist commercial lenders and the legal department on delinquent accounts and workouts. * Compose internal memos and external correspondence. * Strengthen customer relationships through timely and efficient response to their needs. * All employes have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. * Perform other duties, as necessary. Salary Range: 45,000-58,000
    $28k-35k yearly est. 4d ago
  • Administrative Assistant

    First National Bank of Pennsylvania 4.5company rating

    Pittsburgh, PA jobs

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. regulars a 5 day, in-office, schedule and will support several executive leaders. Position Title: Administrative Assistant 3 Business Unit: Multiple Reports To: Various Position Overview: This position is responsible for supporting the administrative needs of the department. Primary Responsibilities: Composes and types memos, e-mails and letters, records, posts and maintains and organizes records. Greets and gives information to callers and visitors, screens and transfers calls as necessary. Copies, scans, e-mails documents, routes various communications, distributes mail and maintains office supplies. Arranges meetings and prepares necessary meeting materials. Prepares management reports by consolidating information, formats reports, handles multiple projects and monitors invoices, receipts and expense reports and processes payments. Handles travel arrangements. Copies and binds presentation materials and brochures. Provides assistance with organization of files and work flow within the department. Performs other related duties as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 5 Special Skills: Excellent communication skills, both written and verbal Detail-oriented Ability to work and multi-task in a fast paced environment Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $25k-30k yearly est. 4d ago
  • Executive Assistant to the President / CEO

    Pathfinder Bank 3.6company rating

    Oswego, NY jobs

    Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team. When you join us, you're joining a people-first culture built on respect, development, and service. In this position you will have the opportunity to work closely with executive leadership and contribute to the Bank's strategic direction. This is a meaningful role within a community-focused financial institution committed to employees, customers, and the communities it serves, while offering a competitive compensation and comprehensive benefits package. Summary/Objectives The Executive Assistant to the President & CEO provides high-level administrative, organizational, and strategic support to the Bank's President & Chief Executive Officer. This role requires exceptional discretion, judgment, and professionalism, as well as the ability to manage complex priorities in a fast-paced, highly confidential environment. The Executive Assistant serves as a trusted partner to the CEO and acts as a key liaison between the CEO, senior leadership, Board members, and external stakeholders. Key Responsibilities Executive & Administrative Support * Provide comprehensive administrative support to the President & CEO, including calendar management, meeting coordination, travel arrangements, and expense reporting. * Anticipate needs, proactively manage priorities, and ensure the CEO is prepared for meetings, presentations, and events. * Draft, edit, and format correspondence, reports, presentations, agendas, and talking points on behalf of the CEO. Board & Governance Support * Coordinate logistics for Board of Directors and committee meetings, including scheduling, meeting materials, and follow-up items. * Prepare and distribute Board packets, agendas, and supporting documentation in a timely and professional manner. * Maintain official records, resolutions, and governance documents in accordance with regulatory and internal requirements. Confidentiality & Communication * Handle highly confidential and sensitive information with discretion, professionalism, and sound judgment. * Serve as a point of contact between the CEO and internal/external parties, prioritizing communications and ensuring timely responses. * Maintain strong working relationships with senior leaders, regulators, community partners, and external vendors as appropriate. Operational & Project Support * Assist with special projects, strategic initiatives, and cross-functional coordination as assigned by the CEO. * Track action items, deadlines, and deliverables to ensure follow-through and alignment with organizational priorities. * Support internal communications, leadership initiatives, and community or industry-related engagements. Requirements Education & Experience * Associate's degree required; Bachelor's degree preferred; or equivalent combination of experience and training. * Demonstrated experience providing high-level administrative, operational, or executive support in a professional environment, with the ability to manage complex priorities and confidential information. Experience supporting senior leadership is preferred. * Experience in banking, financial services, or a regulated environment strongly preferred. Knowledge, Skills & Abilities * Exceptional organizational, time-management, and prioritization skills. * Strong written and verbal communication skills with a high level of attention to detail. * Demonstrated ability to handle confidential information with discretion and integrity. * Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort with collaboration and document-management tools. * Ability to work independently, exercise sound judgment, and adapt to changing priorities. * Professional presence and interpersonal skills appropriate for interaction with executives, Board members, and external stakeholders.
    $59k-94k yearly est. 13d ago
  • Executive Assistant to the President / CEO

    Pathfinder Bank 3.6company rating

    Oswego, NY jobs

    Full-time Description Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team. When you join us, you're joining a people-first culture built on respect, development, and service. In this position you will have the opportunity to work closely with executive leadership and contribute to the Bank's strategic direction. This is a meaningful role within a community-focused financial institution committed to employees, customers, and the communities it serves, while offering a competitive compensation and comprehensive benefits package. Summary/Objectives The Executive Assistant to the President & CEO provides high-level administrative, organizational, and strategic support to the Bank's President & Chief Executive Officer. This role requires exceptional discretion, judgment, and professionalism, as well as the ability to manage complex priorities in a fast-paced, highly confidential environment. The Executive Assistant serves as a trusted partner to the CEO and acts as a key liaison between the CEO, senior leadership, Board members, and external stakeholders. Key Responsibilities Executive & Administrative Support Provide comprehensive administrative support to the President & CEO, including calendar management, meeting coordination, travel arrangements, and expense reporting. Anticipate needs, proactively manage priorities, and ensure the CEO is prepared for meetings, presentations, and events. Draft, edit, and format correspondence, reports, presentations, agendas, and talking points on behalf of the CEO. Board & Governance Support Coordinate logistics for Board of Directors and committee meetings, including scheduling, meeting materials, and follow-up items. Prepare and distribute Board packets, agendas, and supporting documentation in a timely and professional manner. Maintain official records, resolutions, and governance documents in accordance with regulatory and internal requirements. Confidentiality & Communication Handle highly confidential and sensitive information with discretion, professionalism, and sound judgment. Serve as a point of contact between the CEO and internal/external parties, prioritizing communications and ensuring timely responses. Maintain strong working relationships with senior leaders, regulators, community partners, and external vendors as appropriate. Operational & Project Support Assist with special projects, strategic initiatives, and cross-functional coordination as assigned by the CEO. Track action items, deadlines, and deliverables to ensure follow-through and alignment with organizational priorities. Support internal communications, leadership initiatives, and community or industry-related engagements. Requirements Education & Experience Associate's degree required; Bachelor's degree preferred; or equivalent combination of experience and training. Demonstrated experience providing high-level administrative, operational, or executive support in a professional environment, with the ability to manage complex priorities and confidential information. Experience supporting senior leadership is preferred. Experience in banking, financial services, or a regulated environment strongly preferred. Knowledge, Skills & Abilities Exceptional organizational, time-management, and prioritization skills. Strong written and verbal communication skills with a high level of attention to detail. Demonstrated ability to handle confidential information with discretion and integrity. Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort with collaboration and document-management tools. Ability to work independently, exercise sound judgment, and adapt to changing priorities. Professional presence and interpersonal skills appropriate for interaction with executives, Board members, and external stakeholders. Salary Description $69,000.00 - $83,000.00 Yearly
    $69k-83k yearly 12d ago
  • Executive Assistant to the President & CEO

    Urban League of Rochester Ny Inc. 4.0company rating

    Rochester, NY jobs

    Requirements EDUCATION & EXPERIENCE: Candidate will have an Associate's Degree with at least 3 years directly supporting a CEO or executive leader. A combination of education and experience is acceptable. Experience working with senior executives. Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams, and SharePoint) Proficient and experienced in Google Suite, Squarespace, Mailchimp, Salesforce, Zoom, Eventbrite, etc. QUALIFICATIONS: Excellent interpersonal and written communication skills. Ability to work well with all members of a diverse organization. Excellent computer, organizational, and administrative skills. Supervisory experience. Ability to self-teach and be creative. Strong organizational and time management skills. Superior writing and proofreading skills. Ability to synthesize writing from various writers into one cohesive voice. Excellent ability to handle confidential and/or sensitive information. Strong project management skills. Ability to successfully manage multiple projects and balance multiple priorities while maintaining a positive outlook and to work effectively in a team environment. Thoroughness, accuracy, and timeliness in completing essential duties. Extremely detail-oriented. Must be creative, results-driven, and community-oriented.
    $56k-83k yearly est. 11d ago
  • Executive Assistant to the President

    HSP Direct 3.9company rating

    Ashburn, VA jobs

    HSP Direct is seeking an accomplished and highly motivated Executive Assistant to provide dedicated support to our President. This pivotal role combines strategic administrative support with hands-on management of key client relationships and internal initiatives. The ideal candidate will demonstrate exceptional organizational skills, attention to detail, and a proactive mindset, thriving in a fast-paced environment that demands initiative, professionalism, and strong communication skills. About HSP Direct HSP Direct is a best-in-class full-service direct mail fundraising agency offering online fundraising, production services, graphic design, and list and data services through our affiliated companies. With over 100 non-profit and political clients, we're seeking highly motivated team members who share our passion for conservative politics. If you're passionate about serving at a high level and are enthusiastic about conservative politics…we want to meet! This is a full-time, in-office position located in Ashburn, VA. Remote work is not an option. Key Responsibilities: Executive Support: Manage executive calendars, including scheduling meetings, appointments, and travel arrangements. Prepare and organize meeting materials, agendas, and minutes. Handle confidential and sensitive information with discretion. Assist with the preparation of reports, presentations, and correspondence. Coordinate and manage executive projects and initiatives. Account Management: Serve as the primary point of contact for assigned client accounts. Develop and maintain strong relationships with key clients, ensuring high levels of satisfaction and retention. Oversee the onboarding process for new clients, ensuring a smooth and seamless experience. Monitor client accounts to ensure timely delivery of services and resolution of any issues. Assist in the preparation and presentation of proposals, contracts, and renewals. Collaborate with internal teams to ensure client needs are met and expectations are exceeded. Qualifications: Bachelor's degree in business administration, Communications, or a related field. Excellent organizational and time management skills. Strong written and verbal communication abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Ability to work independently and as part of a team. High level of professionalism and discretion. Experience in executive support or account management is a plus. If this challenge seems like a great fit for you and you would like a promising career path, please apply with a cover letter, resume, and salary requirements. Cover letter is required for consideration. Company Benefits Competitive salary commensurate with experience. Comprehensive benefits package including health, dental, and vision insurance. Annual staff events including field day, golf and spa outings, offsite Christmas party, and more. 401(k) with company match. Generous PTO and holidays. MAHA approved snacks and drinks. Company goal trips. Onsite fitness center. Employment Eligibility In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. HSP Direct will not sponsor work visas.
    $53k-77k yearly est. Auto-Apply 60d+ ago
  • Lead Executive Assistant/Staffing coordinator

    Yadkin Valley Cabinet Co 4.0company rating

    Kansas City, KS jobs

    Yadkin Valley Cabinet Co., Inc. was established in 1989 and has witnessed a tremendous amount of growth in a short period of time. We implement cutting edge technology that permits us to be competitive in all aspects of cabinet production. Job Description: The primary responsibilities for this role include managing administrative/executive assistants and providing administrative support to one or more of the consulting teams. This role works closely with the local Operations Manager. Other responsibilities include planning activities for the office and liaising with both consulting staff and operational staff to ensure that the office runs smoothly. Excellent attention to detail and the ability to effectively multi-task are critical. Responsibilities include: Typing/formatting/proofreading proposals, presentations, legal and expert economic reports including compilation, peer review, and ensuring quality control; photocopying, filing and providing phone coverage to team as needed Creating Word, Excel and PowerPoint files that adhere to company identity and document standards Entering new opportunities, checking conflicts, and locating client and project information using NERA's global database Preparing monthly billing letters and following up with NERA billing team and clients Organizing case documents and preparing materials for internal and client meetings Managing Outlook calendars Planning and booking domestic and international travel; coordinating international visas and ensuring passports are current; preparing detailed itineraries Preparing, reconciling and tracking expense reporting and reimbursement Coordinating meetings (internal and external venues) including vendor/AV set up, material preparation, and meal arrangement across multiple time zones. Respond to service requests, inquiries and complaints over the phone or in person. Contact and communicate with management, and Department Directors to obtain staffing orders. Organize the communication and the distribution of all orders and travel request. Communicate issues or client process changes to senior management staff. Qualifications Qualifications Requirements: Five years of experience managing administrative staff; five years of experience providing administrative support in a legal or professional services environment, preferably with a global presence Excellent Communication skills are a must. Proficient at data entry. Strong Microsoft Office skills including Word, Excel, PowerPoint and Outlook Excellent communications and proofreading skills; attention to detail Project management experience Outstanding client interaction and interpersonal skills Good judgement and ability to solve problems independently and discreetly Ability to maintain composure in stressful situations Ability to anticipate needs of team members by prioritizing responsibilities and managing schedule changes Self-starter with a high-energy team mentality who enjoys a challenging and professional work environment Bachelor's degree preferred Additional Information All your information will be kept confidential according to EEO guidelines.
    $42k-50k yearly est. 1d ago

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