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EXECUTIVE ASSISTANT

2 months ago

Louisville, United States Stock Yards Bank and Trust Full time
Job DescriptionJob Description

As an Executive Assistant, your day will be filled with opportunities to oversee the functionality and daily operations of all WM&T office locations.

Responsibilities

  • Office Manager: Oversees office communications and supports essential operations for two Louisville offices and all regional offices, currently including Cincinnati/Northern Kentucky, Indianapolis and Central Kentucky locations. Maintains office supply orders and coordinates maintenance requests of office equipment as necessary. Primary contact to Facilities for maintenance and parking matters.
  • Special Events Liaison: Support designated WM&T Marketing Coordinator to plan, organize and coordinate with necessary parties for special events hosted by Wealth Management. Maintain and update Wealth Management & Trust Calendar of Events.
  • Onboarding Coordinator: Responsible for Onboarding of new WM&T employees for local and regional office locations. Coordination with HR and IT for new employee checklist items.
  • Coordinate Prospect Seminars, CLE Events, Social Events, External Workshops, Internal Training, and COI Events by providing assistance to Advisors in developing and preparing presentation materials, scheduling event details including discussion topics, speakers and appropriate materials, development of guest list, invitations, RSVP tracking, venue and food selection, as well as follow up with attendees and Wealth Management & Trust staff.
  • Coordinate delivery of gifts/thank you’s to COI’s and CPA’s at various times throughout the year, as well as Client birthday cards.
  • Coordinate with designated WM&T Marketing Coordinator on publications and newsletters to Business First, Investment Insights, Economic Update and Tidbits by writing, editing, proofing, and distributing.
  • Coordinate miscellaneous projects including maintaining Wealth Management & Trust officer bios, assisting Marketing with press releases, updating and maintaining Wealth Management & Trust marketing materials, client presentation materials, assisting with special events, and speaking engagements.
  • Assist Business Development officers and Wealth Advisors in creating, developing and implementing new business initiatives including but not limited to sales initiatives, sales literature creation, and prospect presentation preparation and assembly.
  • Assist Executive Staff with various sundry initiatives as needed.
  • Coordinate and oversee schedule for Management Trainees during WM&T rotation.
  • Oversee Wealth Management & Trust sales incentive trip.
  • Provide input and support to Marketing for Wealth Management & Trust portion of the Stock Yards website.
  • Assist in putting together new business presentations.
  • Other duties as assigned.

Job Requirements

  • BS/BA in Business/Marketing
  • Minimum 3 years’ experience in marketing
  • Detail Oriented
  • Team Oriented
  • Proven ability to successfully interact with others
  • Professional appearance and demeanor
  • Excellent communication skills
  • Excellent organizational skills
  • Proficient in Microsoft Word, Excel and PowerPoint,
  • Ability to coordinate actions in relation to actions of others

Benefits

  • 401(k) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer / Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Bank paid Life / AD& D insurance
  • Voluntary Life / AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. Must be able to lift up to 15 pounds