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Senior Administrative Assistant

Capital First Trust Company

Senior Administrative Assistant


This position reports to the President and is responsible supporting a team of professional executive staff members. They will provide a high level of accuracy, professionalism, and organization. This position requires strong written and verbal communication skills, the ability to complete work within deadlines, and a high level of confidentiality.


ROLE RESPONSIBILITIES
  • Manage executives' calendars and set up meetings
  • Make travel and accommodation arrangements
  • Format information for internal and external communication - drafting letters, memos, emails, presentations and documents; collecting and analyzing information and initiating communications
  • Arrange meetings including agendas, room preparation, assembling and distributing data and information and meeting follow up, including travel arrangements if necessary.
  • Assists with the preparation of quarterly board meetings, maintains board files, attends board committee meetings as requested, and prepares draft minutes.
  • Type and proofread policy & procedure documents. Assist in the organization of the company policy manual.
  • Prepare various documents and monthly reports.
  • Screens and handles routine incoming mail and phone calls to facilitate timely resolution.
  • Processes invoices and submits expenses for executive(s).
  • Researches, prioritizes, and follows up on matters in a timely manner.
  • Other duties and projects, as assigned by management.
COMPETENCIES

Communication Skills
  • Demonstrated ability to effectively interact with senior executives as well as diverse groups of people from inside and outside the company.
  • Use professional verbal, written and interpersonal communication skills.
  • Communicate effectively and interact professionally with others, including other associates and third parties.
  • Follow company policies for electronic communications and internet use.
Computer/Technical/Subject Matter Expertise
  • Basic Understanding of Trust Accounting Software and Customer Relationship Management system.
  • Display proficiency using standard office equipment such as computer, fax, photocopier, scanner and telephone.
  • Proficiency using Office Suite of applications. Advanced proficiency in Microsoft Word.
  • Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.
Organization
  • Good time-management skills.
  • Balance competing priorities to manage workflow, ensure completion of essential projects and meet critical deadlines.
  • Strong analytical skills with high attention to detail and accuracy.
Judgment
  • Maintains confidentiality of customer data and sensitive information.
  • Understands Company's overall strategy and guiding principals
  • Work proactively to quickly identify and escalate issues and concerns.
  • Works as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively support group goals.
  • Able to identify common attempts at information security scams, like email phishing.
ROLE QUALIFICATIONS
  • High school diploma or GED equivalent.
  • Minimum of 3 years' experience as an Administrative Assistant. Experience in financial services is helpful but not required.
  • Ability to multi-task, establish priorities and work independently.
  • Excellent organizational and communication skills.
  • Attention to detail and accuracy.
  • Courteous and positive attitude.
  • Strong sense of confidentiality and ability to exercise sound judgment.
  • Strong working knowledge of technology and Microsoft Office Suite.
  • Advanced proficiency in Microsoft Word
  • Strong word-processing, organizational and communication skills.
  • Professional appearance.
Vacancy posted 2 days ago
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