Executive Assistant to Executive Vice President

We are currently seeking a dynamic, high-energy individual to provide Administrative Support for the Branch Manager, in this key growth location. This key business partner will be a vital and partner with EVP/Branch Manager in several responsibilities.

• Event and Meeting coordination for Branch
• Travel coordination for Branch Manager
• Finance – expense account management and submission
• Administrative duties to include but not limited to: 1) Branch manager calendar maintenance – scheduling meetings and calls 2) Outlook email – track and maintain branch manager and self 3) Calls, incoming for branch manager, answer, forward and send via email when needed 4) Data collection & report preparation
• Support in the onboarding of new advisors
• Mail incoming and outgoing – back up
• Technology – assist with questions and training
• Position is On-Site- seeking a local candidate with a desire to develop and sustain long-term relationships

Experience:

• Able to resolve conflict, problems, and function independently
• Team Player – small staff so must work together
• Strong leadership skills
• Quick to learn and implement, regardless of result
• Proactive decision-making
• Can organize tasks and prioritize
• Proficient in Microsoft Suite
• Meets deadlines
• Knows how to guide people thru a process
• Displays good judgment & partners where necessary
• Understands the need for confidentiality at all levels of work
• Ability to serve as a contact to and communicate with financial professionals with diplomacy and tact
• 1-2 years' experience