Administrative Assistant III - Trust and Wealth
Core
Provide administrative support to managers and employees, handling tasks to ensure efficient interactions and building trust through integrity and excellence.
Role type
Senior Administrative Assistant (Trust and Wealth)
Builds
Office efficiency and administrative processes for managers and employees in Trust and Wealth
Domain
Banking / Financial Services
Required skills
Administrative process management, Data formatting and pulling, Problem resolution, Project prioritization, Cross-functional collaboration, Microsoft Office proficiency, Written and verbal communication, Attention to detail
Preferred skills
Salesforce proficiency, Meeting packet preparation, Networking event organization, Client engagement event attendance, Confidential client record management
Responsibilities
Proactively anticipate business needs and provide solutions to maintain office efficiency, Pull and format data from multiple sources, Act outside established procedures to adapt to unforeseen issues, Hold ownership of administrative processes and assist in developing other assistants, Organize and manage confidential client records