Reputable Staffing Inc.

Title Executive Assistant
Categories Finance, Misc., Office Support
Location chicago, Illinois
Job Information

Job description
We’re seeking an Executive Assistant to provide seemless administrative support to our Client Advisory Team.

Required Qualifications:

  • Bachelor’s Degree
  • 3-5 years Administrative Assistant supporting a banking team.

Responsibilities include:

  • Compose well-proofed written & email correspondence, which may require the use of financial vocabulary & broad knowledge of the firm’s operations, systems & employees.
  • Create presentation books for clients & prospects.
  • Organize meetings & luncheons as needed; coordinate scheduling for internal attendees & manage calendar invitations for the team
  • Responsible for maintaining current Salesforce client records for the team & managing external client mail merges, event invitations, & Salesforce reports
  • Provide direct & proactive administrative support to all members of the team; primary support for Associate Client advisors with respect to all cash management & bill payment functions.
    Prepare charts & material for client & prospect meeting presentations using Excel, Word, PowerPoint & internal applications as needed.
  • Perform cash management functions using Workflow & Atlas in accordance with established account procedures & applicable fiduciary laws & policies
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