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, conferences 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
Researches 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
3+ 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
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