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Senior Executive Assistant, Wealth Management

2 months ago

NEW YORK, United States Citizens Full time

Description

As the Senior Executive Assistant to the Head of Wealth Management, this individual will work on confidential related projects, which will require discretion.  Under general supervision and own initiative this role performs diverse, advanced administrative duties; manages high level tasks for the Head of Wealth Management to include, but not limited to:

  • Represent Citizens Bank and the Head of Wealth Management division with the highest degree of professionalism and integrity; to ensure confidentially, both internally and externally
  • Make decisions that support the priorities of the organization, while anticipating the needs of the Wealth Leadership team
  • Manage all incoming correspondence, phone calls and other communications; determining priority and responding quickly and professionally.
  • Oversee coordination and completion of all administrative functions (expense tracking, procurement, travel coordination, filing, maintenance of databases for efficient access to information) in compliance with Citizens policies and procedures
  • Partner with the strategic communications team; coordinate and schedule market visits and other events, both internally and externally
  • Serve as point of contact between executives and internal/external stakeholders; managing communications and inquiries 
  • Understand and adhere to all Citizens guidelines regarding ethics, compliance, customer, colleague, and bank safety
  • Continuously improve office processes, be it self-initiated or part of organization-wide improvements 
  • Support organization and prioritization of calendars- related to heavy meeting scheduling and travel coordination, as well as conflict resolution related to competing priorities
  • Provide support during team meetings including agenda preparation, minute-taking and follow up on action items. 
  • Assist with the on-boarding of new WLT team members and coordinating team trainings or development sessions
  • Coordinate special projects, events or team meetings

Required Skills/Experience:

  • Senior administrative experience of 5+ years required
  • Financial Institution experience a plus
  • Ability to work with limited supervision, independent in a fast-paced environment
  • Excellent written and verbal communication skills
  • Adaptable nature to support quick changing situations and priorities
  • Must have strong organizational, communication and planning skills
  • Good problem resolution skills
  • Demonstrated ability to manage multiple competing priorities simultaneously, prioritizing work as appropriate
  • Strong attention to detail and the ability to multi-task 
  • Support individuals locally and remotely
  • Ability to meet deadlines in a fast-paced environment
  • Must be extremely proficient MS Office skills – Outlook, Teams, Word, Excel, and PowerPoint.  Experience in Access preferred
  • Must be based in NYC, with willingness to travel as needed
  • Flexibility to occasionally work outside of regular business hours, as needed 
  • Proactive attitude and commitment to continuous improvement and learning 

Education, Certification and/or Other Professional Credentials:

  • High School or equivalent (GED) required
  • Associates Degree strongly preferred

Hours and Work Schedule
Hours per Week: 40
Work Schedule: Mon - Fri

Pay Transparency 

The salary range for this position is $81,750-$136,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

 

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.