Executive Assistant

1 day ago

Watertown, Massachusetts, United States Cambridge Financial Full time
Job Description

Job Title: Executive Assistant

Location: Hybrid/Waltham, Massachusetts

About Cambridge Savings Bank: Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve.

Key Responsibilities
  • Manage the EVP's Calendar: Actively and effectively manage the Chief Commercial Banking Officer's calendar, ensuring he is well-prepared for meetings; manage confidential information appropriately.
  • Coordinate Department Activities: Act as the liaison for all departments within the Bank regarding inquiries, scheduling, and projects related to the CCBO, fostering clear and collaborative communication.
  • Support Executive and Senior Management: Collaborate with Executive and Senior management on enterprise-wide projects impacting Commercial Banking, managing specific projects directly as assigned and coordinating with key stakeholders to ensure successful outcomes.
  • Lead Commercial Banking Events: Lead the planning and execution of all Commercial Banking events and meetings, including defining objectives, setting agendas, and managing logistics. Also, support the planning and execution of bank-wide and executive-sponsored events.
  • Assist with Strategic Planning: Assist CCBO and team in creating, producing, and updating materials to support strategic planning, tracking progress towards goals and objectives as needed.
  • Manage Onboarding Program: Manage the onboarding program for new hires in Commercial Banking, collaborating with Learning and Development, Human Resources, and IT to ensure comprehensive onboarding and in-field learning.
  • Coordinate Meetings and Minutes: Organize and take minutes for meetings as required by the EVPs.
  • Process Expense Reports: Process and manage monthly expense reports for the CCBO and coordinate the annual budget process with Accounting and Management for the departments.
  • Maintain Effective Working Relationships: Establish and maintain effective working relationships with all levels of Bank employees and customers.
Qualifications
  • Education: High school diploma required, with post-secondary education preferred, or 3-5 years of banking experience.
  • Administrative Experience: 5+ years administrative experience supporting senior level management.
  • Organizational Skills: Strong organizational skills and the ability to meet multiple deadlines.
  • Analytical Skills: Ability to analyze information, formulate conclusions and recommendations, and the ability to work independently.
  • Interpersonal Skills: Strong interpersonal skills; professional manner.
  • Communication Skills: Excellent written, grammar and oral communication skills.
  • Confidentiality: Ability to maintain confidentiality of sensitive information.
  • Computer Skills: Computer savvy, including advanced PC skills in MS Word, Excel, PowerPoint, Outlook, and ability to perform research on the Internet and prepare written summaries when required. Knowledge of Salesforce CRM helpful.

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