Senior Executive Assistant, Wealth Management

6 days ago

New York, New York, United States Citizens Full time
Job Summary

We are seeking a highly skilled and experienced Executive Assistant to provide administrative support to the Head of Wealth Management. The successful candidate will be responsible for managing complex tasks, coordinating projects, and ensuring the smooth operation of the Wealth Management division.

Key Responsibilities
  • Represent Citizens Bank and the Wealth Management division with the highest level of professionalism and integrity.
  • 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 the 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, both internally and externally.
  • 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 part of organization-wide improvements.
  • Support the 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 – 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

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