Senior Executive Assistant to the Head of Wealth Management

4 weeks ago

New York, New York, United States Citizens Financial Group, Inc. Full time
Job Description

As a Senior Executive Assistant to the Head of Wealth Management, you will play a critical role in supporting the success of our Wealth Management team. This position requires a high level of discretion, professionalism, and attention to detail.

Key Responsibilities:
  • Represent Citizens Bank and the Wealth Management division with the highest degree of professionalism and integrity.
  • Manage all incoming correspondence, phone calls, and other communications, determining priority and responding quickly and professionally.
  • Oversee coordination and completion of all administrative functions, including expense tracking, procurement, travel coordination, filing, and maintenance of databases for efficient access to information.
  • Partner with the strategic communications team to coordinate and schedule market visits and other events.
  • Serve as the 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, either self-initiated or as part of organization-wide improvements.
  • Support organization and prioritization of calendars, including 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 onboarding of new Wealth Leadership team members and coordinating team trainings or development sessions.
  • Coordinate special projects, events, or team meetings.
Requirements:
  • 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 in MS Office skills, including 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.
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

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