10 дней назад
Administrative Assistant III - Trust and Wealth
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Administrative Assistant III - Trust and Wealth (Banking/Trust Services): Supporting managers and employees by maintaining administrative processes, preparing data and meeting materials, and coordinating cross-functional interactions with an accent on office efficiency, confidential records, and client engagement. Focus on anticipating business needs, adapting to unforeseen issues, developing administrative processes, and organizing networking and client events.
Location: Fort Worth, Texas, United States — Downtown; onsite
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.
What you will do
- Anticipate business needs and resolve foreseeable issues to maintain office efficiency.
- Provide administrative support to managers and employees while coordinating cross-functional interactions.
- Pull, format, and present data from multiple sources for different audiences.
- Own administrative processes, adapt to unforeseen issues, and help develop other administrative assistants.
- Prepare meeting information packets and organize networking, client, and prospect engagement events.
Requirements
- 2+ years of administrative experience or 3+ years of banking experience.
- Ability to independently manage administrative processes and communicate with personnel at all levels, including external contacts.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft computer applications and strong knowledge of business-specific programs.
Nice to have
- 3+ years of administrative experience or 5+ years of banking and/or Trust Services experience.
- Proficiency in Salesforce.
- Experience organizing networking events and managing confidential client records.
Culture & Benefits
- Integrity, caring, and excellence guide daily work and interactions.
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching and generous holiday and paid time off schedules.
- Tuition reimbursement and health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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