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Executive Assistant

ASB Resources

Charlotte, NC

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JOB DETAILS
SKILLS
Administrative Skills, Banking Regulations, Banking Services, Board Meeting, Budgeting, Business Administration, C-Level Management, Calendar Management, Communication Skills, Corporate Finance, Corporate Governance, Email Management/Administration, Executive Assistant Skills , Expense Management, Expense Reports, Finance, Finance Software, Financial Operations, Financial Reporting, Financial Services, Investment Services, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Operational Support, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Purchasing/Procurement, Regulatory Compliance, Regulatory Requirements, Reimbursement, Reporting Skills, SAP, Sales Presentation, Schedule Development, Time Management, Travel Planning, Vendor/Supplier Management, Writing Skills
LOCATION
Charlotte, NC
POSTED
Today
Executive Assistant – Banking Industry

We are seeking a highly organized and proactive Executive Assistant to support senior executives within our banking institution. The ideal candidate will have strong administrative, communication, and problem-solving skills, with the ability to handle confidential information and manage complex schedules efficiently.

Key Responsibilities:

  • Provide high-level administrative support to C-level executives (CEO, CFO, COO) and senior banking officials.
  • Manage calendars, schedule meetings, and coordinate appointments across multiple time zones.
  • Handle confidential correspondence, reports, and presentations with discretion.
  • Organize and prepare materials for board meetings, client presentations, and internal strategy sessions.
  • Act as the first point of contact for internal and external stakeholders, ensuring professional communication.
  • Coordinate travel arrangements, including flights, hotels, and transportation.
  • Manage expense reports, budgets, and reimbursements using banking financial tools.
  • Assist in drafting memos, reports, and emails for senior management.
  • Support office operations, including vendor management and office supplies procurement.
  • Ensure compliance with banking policies and regulatory requirements in all administrative processes.

Required Skills & Qualifications:

  • Education: Bachelor's degree in Business Administration, Finance, or a related field preferred.
  • Experience: 5+ years as an Executive Assistant, preferably in the banking or financial services industry.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and financial software (e.g., SAP, Concur).
  • Excellent time management, organizational, and problem-solving skills.
  • Strong written and verbal communication skills.
  • Ability to handle sensitive information with discretion and confidentiality.
  • Knowledge of banking regulations, compliance, and corporate governance is a plus.
  • Ability to work in a fast-paced environment and manage multiple priorities efficiently.

Preferred Qualifications:

  • Experience supporting C-level executives in a financial institution.
  • Familiarity with financial reporting, investment banking, or corporate finance operations.
  • Strong networking and relationship-building skills within the banking industry.

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