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Executive Assistant - Private Bank

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Bank of America

10d ago

  • Job
    Full-time
    Mid Level
  • People, HR & Administration
    Banking & Finance
  • Miami

AI generated summary

  • You need 3+ years of executive-level admin experience in finance, excellent communication skills, strong analytical abilities, proficiency in Office apps, and a proactive, fast-paced work ethic.
  • You will manage executives' communications, calendars, travel, and expenses while preparing meeting documents and coordinating events with diplomacy and professionalism.

Requirements

  • 3+ years of administrative support, preferably executive level within a financial institution. High net worth line of business experience preferred.
  • Exceptional communication skills, both verbal and written, with the ability to build relationships and effectively communicate with internal teams and executive level management to gather and convey relevant information.
  • Strong analytical and organizational skills with the ability to manage different and conflicting objectives, projects and/or activities at once while maintaining a high level of client service and attention to detail.
  • Proficiency in key applications including Outlook, Word, Excel, PowerPoint, OneNote, WebEx and SharePoint. Advanced proficiency in PowerPoint and Excel preferred.
  • Proactive self-starter, motivated and with an aptitude to learn quickly under pressure in a fast-paced environment with the ability to manage within tight deadlines.

Responsibilities

  • Communicates with executives and line management to gather and convey relevant information
  • Answers manager's phone line, documenting accurate messages and handling calls with appropriate judgment
  • Manages the calendar of multiple stakeholders proactively, effectively resolving conflicts that arise in a professional manner
  • Manages all travel planning and expenses, coordinating schedules for executive to maximize time and create efficiencies
  • Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
  • Liaises with outside groups to coordinate events where the executive is a corporate chair, director, or committee member
  • Engages in high-level client contact and supports conversations related to sensitive information, utilizing considerable diplomacy and judgment

FAQs

What is the primary role of the Executive Assistant in the Private Bank?

The primary role of the Executive Assistant is to provide diverse and confidential administrative support, including extensive calendar management, coordinating travel arrangements, processing expenses, and responding to incoming mail.

What experience is preferred for candidates applying for this position?

Candidates with 3+ years of administrative support experience, preferably at the executive level within a financial institution, and high net worth line of business experience are preferred.

What software applications should candidates be proficient in?

Candidates should be proficient in key applications including Outlook, Word, Excel, PowerPoint, OneNote, WebEx, and SharePoint, with advanced proficiency in PowerPoint and Excel preferred.

What type of skills are emphasized for this role?

Skills emphasized for this role include exceptional communication, strong analytical and organizational abilities, attention to detail, adaptability, client focus, event planning, and problem-solving.

What are the working hours for this position?

The working hours for this position are 40 hours per week during the 1st shift (United States of America).

Is there an opportunity for career growth within this position?

Yes, working at Bank of America provides opportunities to learn, grow, and make an impact, allowing employees to advance in their careers.

How does Bank of America support diversity and inclusion in the workplace?

Bank of America is devoted to being a diverse and inclusive workplace, hiring individuals from a broad range of backgrounds and experiences.

What kind of environment can candidates expect working in this role?

Candidates can expect a fast-paced environment that requires managing different and conflicting objectives while maintaining a high level of client service.

Will the Executive Assistant have direct communication with clients?

Yes, the Executive Assistant will engage in high-level client contact and support conversations related to sensitive information.

Is experience in a financial institution necessary for this position?

While not strictly necessary, experience in a financial institution is preferred for this position, especially within high net worth lines of business.

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Bank of America

Helping to make financial lives better through the power of every connection.

1-10
Employees

Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.