Sr Executive Assistant

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We're looking for talented individuals who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. As part of this strategy, Tom Metzger joined Citizens in late December as our new Head of Citizens Private Wealth Managers. He is leading efforts to attract top-quality wealth managers and their teams from across the U.S. to grow our business.

In the Senior Executive Assistant role, this person will be a critical team member in executing the strategies and activities related to growing the Citizens Private Wealth Managers business. This requires high attention to detail and quality, excellence in communication, a focus and commitment to results, and the willingness to put in the additional effort for a flawless outcome.

The Senior Executive Assistant will have the ability to work independently on and manage multiple projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. Duties include scheduling of appointments, preparation of external / internal correspondence, telephone/visitor screening, arranging complex and detailed travel arrangements, coordination of meetings and receptions, preparation of presentation materials, maintenance / filing of documents, preparation of expense reports. May perform ongoing maintenance to various data bases and generate reports. Assist in arranging large colleague meetings/events including senior leadership staff and travel to facilitate these meetings.

Primary responsibilities include:

• Manage multiple projects simultaneously/in a timely manner.

• Plan, coordinate, and facilitate internal/external meetings, conference calls, and domestic/international travel. Schedule management for Senior Leadership staff.

• Displays excellent communication skills in working with clients (internal/external), and vendors.

• Reports and presentations including advanced graphics

• Accurately tracks expenses/process and submit expense reports in a timely manner.

• Distributes agenda, meeting packages, and responsible for meeting minutes.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Prior Executive Administrative experience supporting leaders in large organizations and calendar management

• Competent use of Microsoft Office applications to include Microsoft Project, Excel, Teams, Visio, PowerPoint, Word and Outlook

SharePoint knowledge a plus

• Work effectively as part of a team in a fast-paced environment

• Tech savviness - ability to learn new software quickly and effectively

• Initiative and can-do attitude - able to take on any other responsibility or project as assigned

• Flexibility to work on a variety of projects and teams simultaneously

• Strong prioritization and problem-solving skills

• Attention to detail and sensitivity to deadlines

• Effective communication skills, both written and verbal

• Strong project management skills

• Bachelor's Degree preferred

• High School Diploma required

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M - F 8:00am - 5:00pm with flexibility to support other time zones

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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Awards We've Received

FORTUNE's World's Most Admired Companies

Human Rights Campaign Corporate Equality Index 100 Award

Military Friendly Employer

Age-Friendly Institute's Certified Age-Friendly Employer

Bloomberg Gender Equality Index, Standout

Dave Thomas Foundation's Best Adoption-Friendly Workplace

DiversityInc

Top Regional Company for Diversity

Forbes America's Best Large Employers

National Organization on Disability's Leading Disability Employer