Bank Executive Resume Samples
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Bank Executive Resume Samples
The Guide To Resume Tailoring
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RR
R Rippin
Reed
Rippin
3206 Rogahn Plaza
Los Angeles
CA
+1 (555) 903 4171
3206 Rogahn Plaza
Los Angeles
CA
Phone
p
+1 (555) 903 4171
Experience
Experience
Phoenix, AZ
Commercial Bank-executive Administrative Assistant
Phoenix, AZ
Walker-Nader
Phoenix, AZ
Commercial Bank-executive Administrative Assistant
- Provide back up support for other senior executives, working closely with executive's assistant
- Create PowerPoint presentations for Town Halls and executive meetings by working closely with Regulatory Operations executives
- Work cooperatively with national full administrative assistants team, in positive partnership to back up each other smoothly
- Establish and maintain open communication policies with peers and managers across the country
- Work cooperatively with other administrative assistants in group, in positive partnership to back up each other smoothly
- Establish and maintain open communication policies with peers and managers
- Expected work schedule 8am-5pm, M-F with flexibility for overtime depending on the work load
Dallas, TX
Commercial Bank Executive Administrative Assistant
Dallas, TX
Langosh-Schamberger
Dallas, TX
Commercial Bank Executive Administrative Assistant
- Provide general support including photocopying, booking meeting rooms, ordering supplies, etc
- Provide general office support including photocopying, booking meeting rooms, ordering supplies, mail distribution, facilities management and floor maintenance
- Participate in preparing for marketing events including possible on-site assistance
- Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
- Team and service oriented; enjoys supporting Relationship Executives while being part of/contributing to a broader team
- Coordinate Sr. Executive Market visits including collecting profiles for client meetings
- Highly proficient in general office procedures (e.g., filing, correspondence, arranging meetings)
present
Dallas, TX
Corporate & Investment Bank Executive Administrative Assistant
Dallas, TX
Lang LLC
present
Dallas, TX
Corporate & Investment Bank Executive Administrative Assistant
present
- Assist with overflow and assistant back-up coverage
- Provide support to visiting senior managers
- Assist with overflow, special projects, assistant back-up coverage and day-to-day tasks
- Outlook calendaring and email management
- Spreadsheet Tools and Data Management Tools
- Manage expenses using Concur, and ensure expense reports are submitted in a timely manner
- Assist with overflow, special projects and day-to-day tasks
Education
Education
Bachelor’s Degree in Professionalism
Bachelor’s Degree in Professionalism
University of Memphis
Bachelor’s Degree in Professionalism
Skills
Skills
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook
- Proficiency with JPMorgan Chase administrative systems such as EURC, IBID, Approval Central
- General comfort level with Internet/Intranet (i.e. Google Search) usage and ability to learn proprietary software
- Ability to develop presentations and spreadsheets, etc. for managers as directed
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling and Calendar Management)
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
- Ability to adapt procedures, processes and techniques to the completion of assignments
- Strong PC skills (proficient knowledge of MS Outlook Word, Excel, and PowerPoint)
- Advanced ability to organize
- Tact and good judgment in confidential situations and proven experience interacting with senior management
10 Bank Executive resume templates
Read our complete resume writing guides
1
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook
- Proficiency with JPMorgan Chase administrative systems such as EURC, IBID, Approval Central a plus
- General comfort level with Internet/Intranet (i.e. Google Search) usage and ability to learn proprietary software
- Ability to develop presentations and spreadsheets, etc. for managers as directed
- Understanding and familiarity with general hardware and software technology
- Ability to adapt procedures, processes and techniques to the completion of assignments
- Exceptional follow-up and follow-through skills
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Responsive and reliable
- Ability to onboard new hires including facilities setup (desk, phone), technology, and system/tools access
- Ability to multi-task and manage priorities effectively
- Ability to work both independently and as a team player
- Good judgment and problem solving skills
- Telephone coverage and excellent telephone etiquette
- At least five years of secretarial experience and meeting coordination
2
Asset Management Private Bank Executive Administrative Assistant Resume Examples & Samples
- Calendar management; schedule internal/external meetings and appointments; and coordinate conference calls
- Coordinate group coverage, i.e., lunch hours, vacations, training and temporary assistance
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, general comfort level with Internet/Intranet usage and ability to learn proprietary software
- Experience creating presentations, creating complex spreadsheets, etc
3
Private Bank-executive Assistant Private Wealth Management Team Based Resume Examples & Samples
- Assisting and/or leading the organisation of events
- Team travel arrangements, coordinating logistics for business trips andpreparing itineraries
- Invoicing and processing of expense claims and related record-keeping
- Providing general support includingphotocopying, booking meeting rooms, stationery re-ordering, typing, filing, mail, etc
- Assisting in ad hoc project administration support when required
- Advanced diary management and arranging meetings
- Following procedures in relation to headcount eg starters/leavers/transfers etc
- You will be expected to work as part of a larger administrative group, from time to time, cover for other assistants on the platform will be required
4
CIB Global Corporate Bank Executive Director Resume Examples & Samples
- Manage internal partners (global Bankers/credit) in obtaining necessary support to promote MENA business
- Strong partnership skills
- Excellent communication skills with fluency in English and Arabic
- Saudi candidates only
5
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Strong Technical skills – hardware and software
- Other administrative/general tasks
- Minimum 5 years senior executive secretarial experience (3 years with high level ED or MD/SVP)
6
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Proficiency with Microsoft Excel and PowerPoint
- Ability to create presentations and read or edit complex spreadsheets
- Willingness to take the lead on on-boarding new hires including activating new Cisco phones, ordering technology, ordering new id’s, and getting new hires access to different applications using the EURC system
- Comfort with web-based applications used for T&E, booking travel, ordering new equipment, and reserving conference rooms
- Willingness to take personal responsibility to follow up and ensure work gets done in a timely manner
- Ability to use good judgment handling confidential information and proven experience interacting with senior management
- Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy
- Ability to work both independently and as a team player with a great attitude
- Superior oral and written communication skills including proper phone and email etiquette
- At least three - five years of secretarial experience and meeting coordination
7
Corporate & Investment Bank-executive Administrative Assistant Resume Examples & Samples
- Professionally field phone calls, address issues or redirect as appropriate, and distribute messages in a timely and appropriate manner
- Manage databases utilizing data entry and data export skills to add and edit new contacts, track referrals, and pull lists for mailings and events
- Assist with on-boarding, off-boarding and relocating team members
- Schedule internal/external meetings and appointments; coordinate conference rooms /calls
- Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
- Distribute incoming mail and faxes, prepare and send packages via mail, messenger and federal express
- Coordinate with managers and internal events team for coordination and support of events (ticket allocation, RSVP tracking, and in some cases, event organization and follow-up)
- Superior interpersonal and communication skills, both written and oral, and excellent telephone etiquette
- Extremely organized and detail-oriented with strong commitment to accuracy
- Absolute tact and discretion when dealing with confidential matters; proven experienceinteracting with senior management
- Sound judgment and excellent problem-solving skill
- Must exhibit a high degree of motivation, sense of urgency and professional demeanor
- The ability to be an integral member of the team ~
8
Cib-investment Bank-executive Assistant Resume Examples & Samples
- Diary management and organizing meetings across regions with internal and external clients
- Coordinating domestic and international travel arrangements and preparing itineraries
- Managing the Melbourne office equipment and floor facilities
- Ownership of OH&S requirements and the BCP process
- Cover for other EA’s by providing support at a senior MD level, as needed
- A minimum of five years’ experience in a similar role, preferably in a front office banking environment
- Excellent interpersonal & communication skills
9
Cib-investment Bank-executive Assistant Resume Examples & Samples
- Managing multiple calendars and organizing meetings across regions with internal and external clients
- Coordinating domestic and international travel arrangements and prepare itineraries
- Providing support to the entire team, including new joiner onboarding, resolving IT issues and coordinating printing
- Cover for other EA’s
10
Asset Management Latin Private Bank-executive Administrative Assistant Resume Examples & Samples
- Bilingual Spanish/English required
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), Lotus Notes, general comfort level with Internet/Intranet usage and ability to learn proprietary software
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy and support various managers concurrently
- Able to work with minimal supervision, works well individually and in teams, and supports colleagues
- Exceptional follow-up and follow-through skills
11
Corporate Bank-executive Assistant Dubai Resume Examples & Samples
- Meeting, conference calls, telepresence set up - internally and externally
- General administration duties (Room bookings, filing, photocopying, faxing)
- Professional client handling and relationship building with all client, Bankers and cover groups
- Full competency in diary management, can apply good judgment and has an understanding of competing priorities
- Experience of effectively arranging travel, production of accurate itineraries, plan B & C, able to navigate systems well and apply good judgment on how to optimise travellers time
- Can demonstrate pro-activity and ownership within a role
- Awareness of expense arena, expense systems and cost control initiatives e.g. can champion expense policy, process expenses in a timely manner and reconcile accounts accurately
12
Commercial Bank Executive Administrative Assistant Resume Examples & Samples
- Exhibits increased proficiency in duties and expanded knowledge and application of software packages
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
- Excellent telephone etiquette
- Advanced ability to organize
- Tact and good judgment in confidential situations and proven experience interacting with senior management
- At least three years of secretarial experience and meeting coordination
13
Private Bank-executive Administrative Assistant Resume Examples & Samples
- Review managers' expense reports, verify expense documentation and submit to accounting for payment
- Create and organize client files as well as product and topical files
- Interact with both key internal partners and external clients and their support teams
- Minimum five years of administrative experience supporting Senior Management and meeting coordination
- Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
- Sound judgment and excellent problem-solving skills
- Ability to multi-task and work in a fast-paced environment, providing service for multiple senior-level executives
- Responsive and reliable, with exceptional follow-through
- Ability to work both independently and as a team player
14
Cib-investment Bank-executive Assistant Resume Examples & Samples
- Comprehensive domestic and international travel management
- Organising client and ad hoc events
- The ability to work with a range of personalities across all levels
- Ownership of Expense administration for the team
- Arranging room bookings, catering and teleconference facilities as required
- Preparation of sensitive and confidential information
- Drafting and typing of letters, memos, emails etc
- Answering Telephones and taking ownership of internal and external calls
- Maintain effective and professional relationships with Senior Management, EAs, clients and visitors
- General office administration including filing, photocopying
- Assist team with all IT issues / requirements – escalations
- Liaising with offshore support areas
- Other adhoc duties as they arise
15
Cib-investment Bank-executive Assistant Resume Examples & Samples
- Ownership of expense administration for the team
- General team administration and management of document printing
- Assist team with all IT issues
16
Corporaten Bank Executive Assistant, Norway Resume Examples & Samples
- Handle visitors
- Operate switchboard
- Mailroom services
- Compose, prepare, and proof read internal/external correspondence in addition to maintaining, answering and routing correspondence not requiring manager’s attention
- Arrange and coordinate meetings and calls, both with clients and internal
- Key contact for office related matters (IT, security, office supplies etc)
- May assist with ad hoc reports and special projects (such as arranging events, Global Community Day and Diversity day)
- Responsibility to make invitations, take minutes, and monitor follow ups in BRCC and CCC meetings
- Handle photocopy, fax, and printing and binding presentation materials
- Input and maintain internal databases
- Strong interpersonal and organizational skills
- Strong oral and written communication skills in English
- Fluency in Norwegian is essential
- Preparedness for flexible working hours
- Fluent in Norwegian is essential
- Professional secretarial qualifications an advantage, but not necessary
17
Bank Executive Resume Examples & Samples
- Assist in driving credit card acquisition & usage initiatives to meet business targets
- Assist in maintaining overall DBS Rewards Platform and cost-rationalization initiatives
- Provide marketing support to targeted sales channels such as Direct Sales and Banking segments
- Work closely with multiple internal and external parties on initiatives and program implementation as well as business analytics
- Manage external vendors and agencies for marketing communications
18
Bank Executive Resume Examples & Samples
- Handle incoming and outgoing authorization requests
- Handle cardholder’s enquiries & complaints
- Supervise junior authorizers’ performance
- Perform online account monitoring via early warning fraud detection system
- Contact cardholders for transaction confirmation and/or account replacement issues
- Support fraud operation duties
- Analyze daily / monthly MIS on authorization & fraud
19
Bank Executive Resume Examples & Samples
- Prepare MIS reports and other miscellaneous reports required by the bank and specified in the Service Level Agreement with other parties
- Preform the roles of operational risk coordinator, Business Continuity Plan (BCP) coordinator, General Ledger Account Ownership (GLAO) reconciler, project manager, etc
- Maintain and enhance existing documentation such as process risk maps, standard operation procedures, organization chart, contact lists, BCP documentation, etc
- Perform regular review on related operation procedures and make recommendations to enhance operational efficiency and operational risk control
- Participate in project initiatives and business development of the department
- Participate in user acceptance test for system enhancements. Review business requirements and functional specifications, prepare test cases and conduct testing
- Comply with regulatory requirements (such as HKMA, MAS, SFC etc.) and Audit / Risk Management guidelines pertaining to the department’s operations
- Communicate with Hong Kong Monetary Authority (HKMA) and Monetary Authority of Singapore (MAS)'s inspectors and auditors on operational enquires
20
Bank Executive Resume Examples & Samples
- Process transactions in accordance to the agreed Service Level Agreement (SLA)
- Improve controls and compliance
- Contribute ideas for process improvement
- Processing of Factoring transactions which includes
21
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Telephone coverage for a sales executive leading a national sales organization
- Actively manage the executive’s calendar and work effectively with other administrative assistants to coordinate/plan meetings and conference calls, which involves a number of different time zones
- PowerPoint, Excel and Word-savvy - must be able to make updates in team presentations
- Request the maintenance of department equipment as needed (fax machines, copiers, printers, etc.)
22
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Assist in editing spreadsheets and presentations including printing and binding for client meetings - skills in Word, Excel, and PowerPoint required
- CKC contact maintenance and call note entry for team as needed
- Participate in the planning of events and marketing activities including CKC nomination, RSVP list, logistic and on-site assistance as needed
- Coordinate Sr. Executive Market visits including collecting profiles for client meetings
- Manage S24 requirements including assisting with audit preparation and Patrol entries
- Analyze, understand data and draw conclusions; demonstrate problem solving skills and thinks outside the box to find creative ways to assist the team
- Enthusiastic, self-motivated, good common sense, effective under pressure, and flexible. Self-starter with the ability to work in a high pressure environment
- Strong time management, sound judgment, good prioritizing, team player. Advanced ability to organize and manage own time
- Able to work with minimal supervision, works well individually and in teams, shares information, and supports colleague
- Knowledge of and adherence to all company policies and procedures
- Minimum 5 years senior executive secretarial experience (3 years with high level ED or MD/SVP) preferred
23
Commercial Bank Executive Administrative Assistant Resume Examples & Samples
- Manage sports and entertainment tickets
- Expense Management – Processing invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines. Subject matter experts for policies and procedures
- Provide general office support including photocopying, booking meeting rooms, ordering supplies, mail distribution, facilities management and floor maintenance
- Work cooperatively with national full administrative assistants team, in positive partnership to back up each other smoothly
- Schedule appointment or group meetings for Executives including developing agendas/programs for meetings, handling arrangements for conferences, Town Halls and Segment/Regional Executive meetings
- Maintain current organizational charts and Executive Bio’s for the Segment/Region
- Coordinate regional sensitive data reviews and ensure all are completed by the deadline
- Lead and coordinate in adhoc projects as requested
- Mentor new team members and participate in training
24
Commercial Bank Executive Administrative Assistant Resume Examples & Samples
- Participate in preparing for marketing events including possible on-site assistance
- Perform routine tasks such as those related to weekly staff meeting communications/dial-ins/room set up; weekly report collection/distribution; ad hoc group directory and maintain current org charts for market
- Prefer minimum three years’ experience working in an administrative capacity
25
Corporate & Investment Bank Executive Administrative Assistant Resume Examples & Samples
- Advanced, proactive calendar management, facilitating swift set-up of meetings and timely production/printing of hand-outs; can drive principals’ schedule and help them manage their time effectively
- Handle travel arrangements, domestic and international (air, ground, hotel, visa), adhering to company’s policies; manage frequent changes on short notice and prepare travel itineraries
- Become an integral part of the business and understand group priorities
- Assist with overflow and assistant back-up coverage
- High punctuality
- Courteous and professional at all times; ability to work in a pressured environment and partner effectively with teams and peers
- Strong initiative, energy and confidence to complete projects with limited supervision; follow up without prompting
- High level of attention to detail, with strong commitment to accuracy
- Experience in arranging travel and producing cost-effective itineraries; apply good judgment on how to optimize the traveler’s time
- Proficient with expense systems (i.e., Concur) and can drive cost-control initiatives; champion expense policy, process expenses in a timely manner and reconcile accounts accurately
26
Corporate & Investment Bank Executive Administrative Assistant Resume Examples & Samples
- Maintain complex and detailed calendars
- Screen incoming calls and determine the level of priority while using caution in dispensing information
- Arrange and coordinate complicated domestic and international travel
- Organize all aspects for offsite conferences and external events; including catering and transportation
- Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
27
Commercial Bank Executive Assistant Resume Examples & Samples
- Primary support for multiple technology executives
- Diary management and manage email correspondence
- Client liaison up to and including CIO level
- Prepare presentations and pitches
- Provide support for visiting executives
- Co-ordinate domestic and international travel
- Expense administration and accounts payable
- Maintain good relationships with co-workers and clients
- Preparation of highly sensitive and confidential information
- General office administration
- Other ad-hoc duties that arise on a day to day basis
- Excellent verbal/written communication skills
- Demonstrate initiative and creativity
- Ability to prioritize workload, work well under pressure and be pro-active
- Committed in approach, flexible attitude towards working hours
- Ability to build both internal and external relationships
- Ability to demonstrate utmost discretion and professionalism at all times
- Experience in Investment Banking or professional environment
- MS Office (Word, PowerPoint, Excel) - Intermediate
28
Corporate & Investment Bank Executive Administrative Assistant Resume Examples & Samples
- Calendar Management/ Outlook - Schedule internal/external meetings and appointments; coordinate conference rooms /calls
- Client Conference Event Planning Skills – Organize, gather and enter details for upcoming client events / meetings / Town Halls
- Expense Management – Concur. Compile and submit expense reports in a timely manner, order and maintain office supplies
- Assist with overflow, special projects, assistant back-up coverage and day-to-day tasks
- Sound judgment and problem-solving skills
- Exhibit a high degree of motivation, sense of urgency and professional demeanor
29
Corporate & Investment Bank Executive Administrative Assistant Resume Examples & Samples
- Telephone Coverage and excellent telephone etiquette
- Preparation of client meeting follow-up documents such as letter writing, call reports, etc
- Open to taking on increased and/or new responsibilities at any time
- Travel Arrangements
- Assisting with various business management related projects
- Keep contacts and client lists current
- Establishing and maintaining open communication policies with peers and managers
- Making yourself available to your peers to assist with overflow, special projects and day-to-day tasks
- Maintaining familiarity with all policy and technology updates
- Microsoft Word, Excel and PowerPoint
- Outlook calendaring and email management
- Spreadsheet Tools and Data Management Tools
- Calendar Management
- Understanding of global organizational structure
- Knowledge of Compliance protocol helpful
30
Corporate & Investment Bank-executive Administrative Assistant Resume Examples & Samples
- Support a team of 14 + the Head of Markets
- Coordinate travel arrangements domestic/international (air, hotel accommodations and ground transportation); prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
- Concur Expense processing and Invoice preparation in a timely manner
- Schedule internal/external meetings and appointments; coordinate conference rooms /calls / telepresence
- Superior interpersonal and communication skills, both written and oral, excellent telephone etiquette and presents a professional dress code
- Ability to work closely and in partnership with other assistants
- Absolute tact and discretion when dealing with confidential matters; proven experience interacting with senior management
- Must exhibit a high degree of motivation, appropriate sense of urgency and professional demeanor
- The ability to be an integral member of the team
31
Corporate & Investment Bank-executive Administrative Assistant Resume Examples & Samples
- Provide shared phone coverage for a busy group, professionally fielding phone calls and redirecting as appropriate; distribute messages in a timely and appropriate manner
- Coordinate meetings, conference calls, and telepresence set up
- Manage expenses using Concur, and ensure expense reports are submitted in a timely manner
- Ad hoc projects, as directed
- Exercise absolute tact and discretion when dealing with confidential matters; proven experience interacting with senior management
- Competency in calendar management; can apply good judgment and has an understanding of competing priorities
- Strong technical capabilities; proficiency with the Microsoft Suite; ability to learn proprietary systems quickly
- Has the potential to go above and beyond their day to day activities
32
Corporate & Investment Bank-executive Administrative Assistant Resume Examples & Samples
- 10+ years of Executive Assistant experience and meeting coordination supporting a senior level executive
- Ability to partner with another Executive Assistant on task and split duties accordingly demonstrating good partnership ethic
- Ability to screen emails and organize follow-up items,
- Flexibility with work schedule and able to do overtime
- Strong interpersonal skills, display maturity in difficult and demanding situations
- Coordinate complex travel arrangements both domestically and internationally including but not limited to coordination of flights, accommodations, ground transportation, conference logistics, preparation of detailed itineraries
- Strong knowledge of calendar management, candidate must be diligent and thorough in maintaining and updating all the details for the calendar
- Advanced ability to organize and prioritize
- Liaising with Senior Management
- Strong ability to manage and handle hectic calendars, often organizing meetings across product groups, regions and with internal and external clients
- Ability to work in a fast paced, ever changing environment and to effectively handle multiple priorities with a calm, professional and willing attitude
- Strong inter-personal and partnership skills, i.e. develop relationships with clients, bankers, product partners
- Strong organization and time management skills, i.e. to manage schedules and workload
- Knowledge of Compliance protocol
33
Commercial Bank Executive Administrative Assistant Resume Examples & Samples
- Detailed knowledge of JPMC systems for Outlook calendaring, travel, expenses, technology
- Superior oral and written communication skills - able to generate high quality emails and messages to individuals at all levels of the organization; proactive and polished manner
- Able to work with minimal supervision, works well individually and in teams, shares information, and supports colleagues. Ability to network in the organization and find the answer
34
Corporate & Investment Bank Executive Administrative Assistant Resume Examples & Samples
- Coordinate travel arrangements domestic/international (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
- Provide support to visiting senior managers
- Strong gatekeeper and sense of ownership mentality
- Handle regular activities without prompting, and advise in advance about issues or delays
- Sound judgment and excellent problem-solving skills
- Strong initiative, energy and confidence to complete projects with limited supervision
35
Consumer & Community Bank-executive Administrative Assistant Resume Examples & Samples
- Provide logistical support to the expansion of multiple Merchant Services teams within Dallas
- Support the department with key tasks – ordering supplies, planning events etc
- Keep time and attendance records where needed; maintain and update business continuity plan and org charts
- Process invoices, order and maintain office supplies
- Experienced with planning travel while proactively manage itineraries/meeting planning based on trip guidelines
- Manage heavy calendar, handle meeting set up/physical logistics, conference call arrangements, and occasional special event planning
- Manage calendar /meeting set up for a few senior managers in the group
- Work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings. Be aware of conflicts and adept at keeping the manager aware of updates and working around conflicts in a proactive and skilled manner
- Process timely and accurate T&E expense reports and organize travel for manager and direct reports, plus other staff as needed
- Demonstrated high degree of professionalism/polish in executive interactions
- Perform routine tasks such as those related to weekly staff meeting communications/dial-ins/room set up; weekly report collection/distribution; ad hoc group directory and org chart updating upon changes in group
- Handle regular activities without prompting and advise in advance any issues or delays
36
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Annual and Quarterly reporting done by exporting data from the SharePoint site and creating reports in excel and PowerPoint
- Annual Credit Offsite and Talent Review
- Annual onboarding and off boarding of interns and analysts
37
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Maintain complex and detailed calendars
- Screen incoming calls and determine the level of priority while using caution in dispensing information
- Responsible for the coordination and logistics of both internal and external meetings
- Arrange and coordinate complicated domestic and international travel
- Organize all aspects for offsite conferences and external events; including catering and transportation
- Produce high quality emails and messages to individuals at all levels of the organization
- Maintain current organizational charts and Executive Bio’s for the Segment/Region Head
- Assist in editing spreadsheets and presentations including printing and binding for client meetings
- Work cooperatively with administrative assistants team, in positive partnership to back up each other smoothly
- Strong proficiency in Microsoft Office
38
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Arrange and coordinate complicated domestic travel
- Maintain current organizational charts and Executive Bio’s for the Treasury Executive
- Strong proficiency in Microsoft Office (advanced Excel and PowerPoint required)
39
Corporate & Investment Bank-executive Receptionist Resume Examples & Samples
- Provide backup coverage for Receptionist Team’s Vacations, Late Arrivals and Early Departures
- Monitor visitor access
- Answer, screen and forward any incoming calls while providing basic information when needed
- Receive and sort daily mail/deliveries/couriers. Notify employees of incoming packages
- Monitor and maintain copiers and fax machines by completing preventative maintenance requirements, troubleshooting, resolving malfunctions and opening tickets for repairs as necessary
- Maintain files for the assigned teams and process all files for archiving on a quarterly basis
- Keep monthly inventory on all office supplies and place supply orders on a regular basis
40
Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Expense Management – Processing invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines
- Manage general office needs such as ordering supplies, mail distribution, facilities management and floor maintenance
- Participate in planning of events and marketing activities including CKC nomination, RSVP list, logistics and onsite assistance as needed
41
Head of Operations Strategy for Mobile Bank-executive Director Resume Examples & Samples
- Lead the development of a fully mobile service delivery strategy that utilizes next generation technology and delivers a consistent set of functions that exceeds customer expectations and product requirements
- Manage the program lifecycle as it pertains to required process, procedure and technology development. This includes business requirements through testing, deployment and validation
- Develop and execute communication steps related to employee readiness in conjunction with assigned readiness resources
- Establish and deliver internal communication and reporting to meet business requirements
- Ensure that proper controls are in place to support process and procedures
- 10+ years Credit Card/Retail Experience. Payments background a plus
- Demonstrated Success in Leading Change Initiatives and or implementing new technologies
- Experience with operational strategy development and management of complex, new to the bank initiatives
- Expertise in customer service through telephone and branch channels
- Experience in risk/fraud strategy development and execution
- Focus on customer experience enhancements and communications
- Experience in leading large development projects including requirements development, UAT and End to End testing
- Demonstrated success with organizational leadership and influencing change
- Ability to work with senior leaders and team member at all levels to design and plan for changes in policy and servicing strategy
- Highly consultative and collaborative. Demonstrated ability to manage resources across LOB’s and business areas to deliver against commitments
- Bachelor’s Degree required, advanced degree strongly preferred
42
Corporate & Investment Bank-executive Assistant Resume Examples & Samples
- Complex, high volume email management (where applicable)
- Shared phone coverage for a busy group, involving significant interaction with clients and senior members of the firm
- Finalise complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
- Management of expense processing through Oracle, reimbursement, personal amounts owing and account reconciliations
- System functionality expert - utilise internal systems, complete accurate data entry into internal management information systems and responsible for accurate collation of information to senior management
- Partnership with assistants across the CIB group to provide coverage for absence where necessary
- Professional client handling and relationship building with all clients, Bankers and cover groups
- Exhibits a positive, common sense, constructive attitude to drive bankers schedule and help manage time effectively
- Is flexible, willing and open to change
- Can follow up without prompting and keep 1 step ahead of arrangement and requirements, displays good use of initiative and follow through to completion
- Has an understanding of the culture of Investment Banking and the Corporate Bank
- Is driven and can manage expectations through communicating proactively and often across different hierarchies
43
Wealth Management Latin American Private Bank Executive Director Resume Examples & Samples
- Partner with the Bankers, Investors and Capital Advisors to support and co-ordinate the sales efforts
- Build and maintain client relationships with onshore & offshore private clients
- Collaborate with client team to develop ideas to help win new business from entrepreneurs planning to liquefy
- Assist clients looking to immigrate to or emigrate from Latin America
- Advise on generational planning for tax efficient wealth transfer by designing optimum financial, fiscal and trust and estate structures
- Work in close partnership with insurance companies, trust companies, clients tax and legal counsels
- Provide offshore private clients with tax planning and product structuring advice
- Develop effective structures to accommodate complex needs of large families with wealth spread across asset classes and currencies
- Recommend tailor-made solutions to meet client requirements across generations and jurisdictions
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Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Provide back up support for other senior executives, working closely with executive's assistant
- Help manage the team manager’s calendar and work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
- Coordinate staff onboarding and off boarding which includes requesting equipment setup and system access. Arrange new technology purchases, setup, and other requests for the team
- Demonstrated high degree of professionalism/polish in executive interactions
- Coordinate with internal and external partners on Treasury Management specific issues such as implementation, service and sales and relationship call scheduling
- Strong time management, sound judgment, good prioritizing, team player - advanced ability to organize and manage own time
- Superior oral and written communication skills - able to generate high-quality emails and messages to individuals at all levels of the organization; proactive and polished manner
- Enthusiastic, self-motivated, good common sense, effective under pressure, and flexible - self starter with the ability to work in a high pressure environment
- Able to work with minimal supervision, works well individually and in teams, shares information, and supports colleagues. Ability to network in the organization and find answers
- College degree is a plus
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Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Provide administrative support for Regulatory Operations Executives including meeting arrangements, agendas, supporting documentation, minutes, task lists, follow-up items, travel arrangements, calendar administration, mailing lists, equipment and supply ordering, etc
- Partner with the Executive Administrative Assistant supporting the Head of Regulatory Operations to provide back up support for executive deliverables including but not limited to town hall and offsite meeting administration and logistics, production of EMR/QBR presentations, report production, etc
- Create PowerPoint presentations for Town Halls and executive meetings by working closely with Regulatory Operations executives
- Manage administrative projects such as new hire and contractor onboarding/termination tasks, real estate/space planning project management and tracking, monitoring staff activities and deliverables, organizational chart maintenance, management of asset inventories, clean desk policy testing, Raise Your Hand status tracking, User Tools inventory, business resiliency planning, etc
- Effectively handle special assignments and find appropriate resolutions/solutions
- Prior experience working in an administrative capacity communicating with and supporting senior managers
- Advanced proficiency in Excel, PowerPoint and Word
- Exercise sound judgment and discretion in handling confidentiality and sensitive topics
- Works well independently/with minimal supervision, and well with diverse teams
- Ability to network in the organization and demonstrate resourcefulness in achieving key support and administration deliverables
- Proven ability to manage and prioritize in a fast paced environment
- Knowledge of and adherence to company policies and procedures
- Proficiency in SharePoint site construction and administration is a plus
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Commercial Bank-executive Administrative Assistant Resume Examples & Samples
- Operate with a sense of urgency with strong attention to details
- Strong inter-personal skills
- Strong Technical/software skills (Microsoft Outlook, Word, PowerPoint and Excel)
- Travel Arrangements
- Telephone Coverage
- Other administrative /general tasks
- Assist with various projects related to specific business unit
- Establish and maintain open communication policies with peers and managers
- Paramount confidentiality - Since this person will be in the various systems and printing documents, etc. confidentiality is essential
- Discretion / Diplomacy - When scheduling meetings, prioritizing requests, etc. it is important to leave a warm impression if a meeting needs to be delayed, or handled via email rather than in person. It's also important to know when to influence to get onto a calendar on the other end, and when a meeting can wait for another day
- Gatekeeper / Liaison - act as bridge between the team members and gage moods, timing, and community spirit
- Process facilities requests
- Schedule and follow-through with staff luncheons and get-togethers like the holiday party, etc
- Update resiliency plan and act as departmental contact. Update the call tree twice yearly
- Strong PC skills (proficient knowledge of MS Outlook Word, Excel, and PowerPoint)
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling and Calendar Management)
- Coordinate sensitive reports and analyses
- Superior oral and written communication skills to prepare internal / external correspondence on behalf of others
- At least five years of executive administrative experience and meeting coordination
