Title: Administrative Assistant/Executive Assistant

Apply below after reading through all the details and supporting information regarding this job opportunity.

Location: Chesterbrook. PA

Email: [email protected]



Description:



Strong organizational skills, pro-active approach, forward-thinking and solutions oriented.
Experience in developing procedures and controls. New policy development and deployment (e.g.,
Trampled, Gifts and Entertainment).
Developing and maintaining project plans while working to ensure all deliverables are completed

timely and with accuracy.

Provide direct support to the Head of Platform Services on various projects demonstrating diligent

oversight on all deliverables.

Excellent Communications skills required – both written and verbal.
Strong Administrative Support experience supporting senior stakeholders and general internal staff

on all administrative requests.

Domestic and International Travel
Process of heavy expense claims.



Coordinate WebEx (Video and/or audio) meetings and perform operator assist functionality.

Plan and coordinate all logistics for internal/external events such as client roadshows, teambuilding

events, staff events on-site and off-site, internal workshop learning programs, external client

meetings and all other ad-hoc event requirements.



Managing logistics for visitors
Management of incoming and outgoing phone calls
Maintain current e-mail distribution lists in Outlook
Modification and distribution of departmental reports.
Meeting minutes for high-level financial meetings.
Heavy invoice processing and external client on-boarding coordination.
Completion of any projects or tasks, as requested by management demonstrating a strategic, flexible
and, forward thinking approach.



Prepare reports using Excel.

Strong knowledge of PowerPoint presentation development and editing for client meetings.

An Administrative Assistant will make use of several application systems including:



ivalua – Supplies and IT Procurement.
My IT / SailPoint – Request management tool for IT application security activities.
Concur – Travel scheduling and expense reporting.
Tom Net and Clock Net – Staff attendance and work hours tracking.
UPS – Express mail labelling and postage.
Microsoft Outlook
Microsoft Office Suite with a strong focus on Excel and report management.
Tableau



Administrative Assistants are expected to partner and coordinate with other assistants in multiple

locations, to ensure seamless support coverage is provided to all of our Global Markets & Banking

Staff. This includes but not limited to providing coverage to Executives which are not their normal

priority while other assistants are off-desk.



Required Qualifications for Administrative Assistant:



Education and Experience: Bachelor’s degree or higher, with a strong understanding of Front
Office principles and processes for providing customer and administrative services. 3-5yrs of
proven experience as an Administrative Assistant, strong ability to support various levels in the
organization, within a financial institution.
Demonstrate an in-depth understanding of office and administrative management
procedures and departmental and legal policies.
Solid Project Management skills required with a keen ability to develop project plans and
manage timelines to meet platforms deliverables.
Technical Skills: Competent in Word and PowerPoint. Extremely competent in Microsoft
Outlook and Excel.
Administrative Skills: Calendar management, meeting management, time management,
strategic planning of tasks, travel management, heavy expense processing, phone management,
client handling, event planning, heavy invoice processing, external client-on boarding, detailed
meetings minutes, and assist Head of Platform Services Team on several projects and tasks.
Exceptional communication and interpersonal skills: A good candidate will be an active
listener and clear communicator, both verbally and in writing. They must communicate pro-
actively, anticipating the needs of their managers and escalating issues as necessary – utilizing
tact and confidentiality. Be an excellent team player.
Excellent organizational skills: Must have the ability to multitask and prioritize work based on
potential impact. An excellent candidate is detail oriented, flexible and enjoys the administrative
challenges of supporting executive level employees.
Exhibit initiative and resourcefulness to get tasks done quickly and efficiently with a high
degree of professionalism