Job Description
Roles & Responsibilities
Manage complex calendars, appointments,
meetings, and travel arrangements for senior executives.
- Coordinate internal and external meetings
with banking clients, technology partners, vendors, and senior leadership.
- Prepare meeting agendas, presentations,
reports, minutes, and executive briefing materials.
- Track action items, deadlines,
deliverables, and follow-ups from executive meetings.
- Coordinate executive travel, including
flights, hotels, transportation, and expense reporting.
- Serve as a key communication point between
executives, employees, clients, and external stakeholders.
- Handle confidential business, financial,
client, and employee information with a high degree of discretion.
- Support preparation for client meetings,
leadership reviews, steering committee meetings, and business presentations.
- Maintain organized records, documents,
contracts, presentations, and executive correspondence.
- Assist executives with expense management,
invoices, purchase orders, and administrative approvals.
- Coordinate with departments such as
Product, Engineering, Sales, Finance, HR, Risk, Compliance, and Customer
Support.
- Monitor important business deadlines and
proactively remind executives about pending actions.
- Support preparation of management reports,
dashboards, presentations, and business updates.
- Assist with planning company events,
leadership meetings, client visits, workshops, and conferences.
- Manage incoming communications and
prioritize issues requiring executive attention.
- Perform research and gather information
needed for executive decision-making.
- Support special projects and ad-hoc
assignments initiated by senior leadership.
Salary Range- $85,000-$90,000 a year
Numbers & Facts
| Location | Addison, TX |
| Salary | $85,000–$90,000 Per Year |
Skills
Banking Servicesunmatched
Billingunmatched
Calendar Managementunmatched
Conferencesunmatched
Corporate Event Managementunmatched
Customer Support/Serviceunmatched
Establish Prioritiesunmatched
Executive Assistant Skills unmatched
Expense Managementunmatched
Expense Reportsunmatched
Financeunmatched
Leadershipunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Product Engineeringunmatched
Purchase Ordersunmatched
Record Keepingunmatched
Reporting Dashboardsunmatched
Research Skillsunmatched
Riskunmatched
Salesunmatched
Time Managementunmatched
Travel Planningunmatched
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