Executive Assistant (Private Banking
Core
Coordinate complex travel, schedule global meetings, manage invoices/expenses, design PowerPoint decks, compile operational reports, and support client events for a Private Banking executive.
Role type
Senior Executive Assistant (Private Banking)
Builds
Professional presentation decks, operational reports, and client event itineraries
Domain
Banking / Finance
Required skills
Travel coordination, Microsoft Office (Word, Excel, PowerPoint), invoice processing, expense reimbursement, client record management, event planning, multitasking, deadline management, proactive problem-solving
Preferred skills
Banking or finance industry experience, professional services experience
Responsibilities
Coordinate domestic and international travel itineraries, manage invoice processing and expense reimbursements, design PowerPoint decks and compile operational reports, assist in planning client events and roadshows, support Office Manager with daily operations
Seniority
Mid-level, hands-on IC