Executive Assistant

Summary of the Position:

The Executive Assistant plays an essential part in the success of TriState Capital Bank by effectively delivering a wide variety of administrative and sales support services to the Chief Banking Officer and the Bank Sales Senior Management Team.

 

Primary Functions of the Position:

• Performs a wide variety of administrative and sales support duties for senior team members
• Performs complex phone and calendar management, including both client and internal meetings/appointments; keeps the team apprised of upcoming commitments and ensures supporting materials are received in advance
• Coordinates travel itineraries, including but not limited to, air, hotel, ground etc.
• Completes expense reports ensuring adherence to policy
• Assists with all aspects of the planning and coordination of internal and external client meetings/events and other business activities
• Prepare agendas for sales and management meetings and maintains a filing system for hard and soft copies
• Prepares and distributes weekly Commercial and Private Bank business reports as required for Senior Management
• Arranges and distributes regular communications and rate updates directly to the Commercial and Private Bank Team, daily/weekly or as otherwise deemed necessary
• Assists in the preparation of business presentations and other client presentations and correspondence
• Prepares and modifies documents such as memos, external letters, and mass emails
• Responsibly compiles and maintains information and records of a highly confidential nature
• Prioritizes conflicting needs and follows through on projects to successful completion, often with pressing deadlines
• Works with clients and TSCB colleagues on a day-to-day basis to maintain the workflow of the department

 

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience

• Minimum 7 years of professional experience in banking, corporate finance, or a related field
• Minimum 7 years of experience supporting senior level executives

 

Essential Skills and Abilities:

• Excellent verbal and written communication skills
• This individual will have frequent interaction with TSCB C-Suite executives, and must maintain the highest degree of discretion with sensitive and confidential information and projects
• Demonstrates a high degree of professionalism consistent with TSCB culture and communicates effectively with a variety of individuals including clients, colleagues, and vendors
• Possesses the desire, willingness, responsiveness, and initiative necessary to be a highly valued team player
• Proficient in Microsoft Office, including Word, Excel, Power Point and Outlook
• Ability to learn and use various software applications used by the Bank, including loan, deposits, and PARIS
• Exercises exceptional interpersonal and customer service skills
• Effective and efficient time management skills
• Pro-active self-starter
• Meticulous attention to detail
• Demonstrates decision making, problem solving, and analytical skills
• Works independently and efficiently; stays organized yet remains adaptable in a fast-paced environment.
• Proactively tracks projects and workflows and moves them toward completion

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