• Addison, TX
  • $85,000–$90,000 Per Year
26 days ago

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

LocationAddison, 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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