Executive Assistant

Union Bank, N.A. Orange , CA 92856

Posted 1 week ago


Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.

Job Summary:

This role supports executives within our Home Loans group. As their Executive Assistant, you will perform complex administrative duties involving frequent exercise of independent judgment, initiative, diplomacy, and tact.

Major Responsibilities:

  • Screen telephone calls and determine which can be handled by other areas of the bank.

  • Answer complex inquiries which require thorough knowledge of departmental policies and procedures.

  • Type confidential materials in the form of memoranda, correspondence, and letters from drafts.

  • Review drafts and finished documents for grammatical usage.

  • May take and transcribe dictation.

  • Compose letters and agenda.

  • Conduct research and data analysis for special and on-going projects.

  • Prepare reports and recommendations.

  • Compiles data for various administrative reports.

  • Prepares /summarizes information from raw data using spreadsheets or other software.

  • Requires the ability to create mathematical computations in spreadsheets and convert to presentation level materials.

  • Develop and maintain filing system.

  • Maintain manager's calendar, coordinate and arrange large and/or recurring meetings, luncheons, conferences and seminars.

  • May prepare materials necessary for meetings, etc.

  • Receive and greet incoming visitors in a professional manner.

  • Direct them to the proper individual and assist them with their needs.

  • Respond to inquiries received internally and externally by mail, which may involve communicating with high level management both verbally and in written form.

  • Perform administrative functions such as ordering department supplies, coordinating equipment repair, making department staff travel arrangements, etc.

  • Process and coordinate department accounts payables and expense vouchers.

  • May coordinate or maintain department budget.


At a minimum, the right candidate should meet the following criteria:

  • Requires excellent organizational and interpersonal skills as well as problem solving, negotiation and follow-up skills.

  • Requires ability to organize and coordinate multiple projects.

  • Strong verbal and written communications skills, and ability to communicate with all levels of executive management.

  • Proficient in Microsoft Office products (Outlook, Excel, Word, and PowerPoint).

  • Typically requires a high school diploma or G.E.D.

  • 6+ years of technical experience.

The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

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Executive Assistant

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