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Senior Administrative Assistant
4 months ago
Location: On site, Nashville, TN
Summary
The Administrative Assistant role supports the Commercial and Business Banking Divisions of the Middle Tennessee Market. The incumbent in this position provides sales management reporting, supports the execution of employee engagement activities and events , client entertainment and education events general and clerical administrative support such as calendar management, expense management and special projects as needed to support the commercial leadership team.
Role Objective
Provide and lead support to both internal and external parties with a high level of professionalism and in a manner that reflects positively on the organization.
Key Responsibilities Include
Calendar and Phone Management
- Manage Outlook Calendar, scheduling all Weekly, Monthly, Quarterly and Annual Meetings and One-on-One's
- Work with team to schedule Loan Deal Meetings
- Proactively manage scheduling conflicts
- Maintain contacts in Outlook
Financial Report Preparation and Management
- Strong command of Microsoft Office Suite (i.e. Excel, PowerPoint, etc.) required
- Compile financial information from multiple sources for Weekly, Quarterly, Monthly and Annual Meetings
- Prepare PowerPoint presentations, and Excel Spreadsheets for Internal and Division Meetings
- Update internal documents when Financials have been updated monthly
Sales Management
- Prepare all meeting materials and presentations for Weekly, Quarterly, Monthly and Annual Meetings
- Arrange for Meeting accommodations: Facilities, Catering, Technology, Materials, and coordinate logistics with presenters and Leadership
- Act as Commercial LOB Liaison to all internal / external speakers
- Research all systems for client and prospect information via Salesforce/RMS and BSE applications
- Support Relationship Management Team on any client issues, and account reassignments on Salesforce/RMS application
Client Engagement / Entertainment
- Work with Marketing, Business Banking and Commercial Team to maximize utilization of all tickets for Entertainment, Community and Sponsorship Events
- Maintain log of Client Event ticket Allocations, and Suite food orders and ticket ordering
- Manage subscriptions to periodicals
Employee Engagement
- Take the lead on all new employee onboarding and orientation, including but not limited to, Systems Access, Facilities Access, Office Equipment and Supplies, Orientation Calendar, Corporate Card, etc.
- Track Vacation reporting for all Commercial LOB
- Assist with Team Building Activities on a quarterly or bi-annual basis, recognition events and celebrations; Birthdays, Anniversaries and Life Events
- Organizational Chart Maintenance
Office Management & Expense Management
- Manage expense report in a timely manner to avoid any fees
- Maintain all Commercial Distribution Lists
- Back up other Administrative Assistants as needed
- Liaison with internal partners for office and facilities issues
- Office Supplies Management
Qualifications Include
- Bachelor's degree preferred
- 5+ years of related experience required in working in an executive assistant role supporting C-Level executives.
- Advanced Proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
- Ability to communicate effectively and professionally.
Preferred Attributes
- Business sense - has a strong business sense and can decipher priorities and make sound judgment calls when needed.
- Commitment to excellence - perform duties at the highest level possible on a consistent basis.
- Excellent communicator - able to interact with people of all levels in a confident, professional manner.
- Demonstrate ability and temperament to work with sensitive information.
- Team player - have team-oriented experience and approach.
- Ability to think outside of the box with a sense of urgency.
About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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