Job Title: Executive Assistant III
Location: New York, NY 10017 or Stamford, CT, 06905
Duration: 9 month assignment (Potential for extension or conversion based on performance.)
Shift/Hours: 40hours/week, Mon- Friday
Work Model: Hybrid: 4/5 days a week in office (1 day of flex).
Travel Required: only between local offices.
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Summary
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- The Executive Assistant TDS provides highly skilled, diversified, confidential, and administrative support of an executive nature to a senior executive of a Company division, performing complex and technical activities requiring considerable discretion and independent judgment.
- Works with persons at all levels of the company, as well as external organizations and customers and handles highly confidential materials.
- Facilitates management details and serves as an intermediary with important delegated administrative functions to relieve executives of administrative responsibilities and details.
- May supervise various offices administrative and support personnel.
- Coordinates and facilitates high-level executive functions with wide latitude for independent judgment.
- Assists with numerous highly confidential functions including merger & acquisition early-stage meetings and due diligence document organization.
- Compiles, formats, prepares and distributes Board of Directors and Committee meeting materials, minutes and records.
Scope of Project: supporting an EVP and SVP
Responsibilities:
- Prepares edits and types a variety of confidential materials, reports, correspondence, and statistical tables.
- Answers telephone, screens calls, takes messages and receives visitors.
- Organizes mail and other executive paperwork, forwards to appropriate party and/or responds independently as appropriate calling attention to priorities.
- Establishes and maintains highly confidential files and records.
- Manages the office of a Senior Executive and requires comprehensive knowledge of executive operations, policies, practices and personnel.
- Coordinates and facilitates high-level executive functions with wide latitude for independent judgment.
- Schedules appointments and coordinates arrangements for meetings, conference and travel itineraries.
- Performs a variety of duties to conserve the time of the executive, such as keeping personal business bookkeeping records and other personal business items as directed.
- Demonstrates a high level of tact and discretion due to the frequency of high level internal and external contacts. Requires a thorough understanding of executive's job and methods of work.
- Assists with numerous highly confidential functions including merger & acquisition early stage meetings and due diligence document organization.
- Compiles, formats, prepares and distributes Board of Directors and Committee meeting materials, minutes and records. May participate in other Board activities such as Board website, or preparation of annual meeting documents.
- Communicates and coordinates with internal departments, community leaders, organizations, shareholders and high-level customers acting as a liaison between the President or Senior Executive in order to resolve issues and concerns and to relieve executive of administrative details.
- Research information and assembles and prepares data and special reports, providing analysis and summaries (e.g. SEC research, merger & acquisition or Proxy activity).
- Conducts projects as assigned such as coordinating regulatory exams.
- Analyzes complex information requests and determines appropriate action.
Education & Experience:
- Associate's degree and/or bachelor's degree or progressive work experience in addition to experience below.
- 5-7 Years of related experience.
- Exceptional clerical and administrative skills.
- Knowledge of division organization, terminology and operations.
- Ability to work independently and within a team.
- Proven organizational skills, with ability to keep others focused on task and efficient.
- Excellent communication skills, both written and verbal with ability to work with all levels of the enterprise.
- Demonstrated PC skills, including proficiency with spreadsheets, reporting tools and presentation software.
Must-Have Hard Skills:
- Exp supporting senior level execs.
- Multi-tasking.
- Calendar mgmt.
- Strong organizational skills.
- Privy to sensitive information- good judgement.
- Strong MS office.
- Prior experience supporting a senior level executive.
- Banking experience.
- Capital markets/ Financial Institue exp.
Physical Requirements:
- Service customers while sitting for long periods.
- Perform sedentary work.
- Perform multiple tasks.
- Use standard office equipment.
Ideal Candidate:
- Degree/Level of Education: post-secondary education would be a nice to have. Experience is more important.
- Years of Overall Experience: 5 to 7 years' experience min. More experience would be ideal.
- Articulate, polished, professional.
- Good Instincts and initiative.
- Good judgement, very organized.
- Will be privy to sensitive/discreet information.
- Prior experience supporting a senior level executive.
- Banking/capital markets experience would be a plus.
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