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Posted: Thursday, January 4, 2018 2:10 PM

Administrative Assistant (Wealth Management)
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Job ID :
29548
Location:
NC:Charlotte
Functional Area:
Wealth Management : Sales
Employment Type:
Full:Time Exempt
Education Required:
High School Diploma
Experience Required:
4 years
Days and Hours:
Monday:Friday 8am:5pm
Physical Address:
128 S Tryon St, Charlotte, NC 28202
Department Name:
Wealth Management
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Position Description
The Administrative Assistant (AA) is responsible for providing a wide range of administrative support to a division of our Wealth Management team. This position will provide complex and proactive administrative and technical support and takes the initiative to solve problems independently. The AA will interface with all levels of leadership and associates within assigned department in addition to possible direct customer or client contact. This role will perform routine administrative and logistical duties such as answering phone calls and written / email correspondence, filing, copying, faxing, travel arrangements and expense reports. The AA may also provide financial and business data management and utilize reports to interpret and summarize key financial results, trends and other data.
Principal Accountabilities:
Provide complex and proactive administrative and technical support to a department including answering phone calls and written / email correspondence, filing, copying, faxing, ordering office supplies, travel arrangements and expense reports. May prepare and maintain a variety of confidential records and files for the department including HR paperwork, letters, contracts, vendor and budget information while maintaining a high degree of confidentiality and discretion in regards to all matters and documents. Ensure office equipment and facilities are operational. Serve as a liaison to other internal groups within the bank.
Provide financial and business data management for specified area. Utilize various reports to interpret and summarize key financials, results, trends and other data as needed. Act as an information source on departmental / organization policies and procedures.
Coordinate special projects including the development of timelines and meeting agendas, monitoring budget and project costs and compiling information in order to complete moderately complex reports.
Maintain department calendars and coordinate schedules and various meetings. Arrange logistics for departmental meetings and create any necessary presentations for department meetings.
Position Requirements
Basic Qualifications:
High School Diploma or GED with a minimum of 4 years of advanced administrative experience.
Preferred Qualifications:
Maintain a high degree of confidentiality and discretion in regards to all matters and documents.
Ability to prioritize your work, multitask and meet deadlines in a fast:paced environment.
Capability to exercise independent judgement and decision making while maintaining a high attention to detail.
Ability to create presentations.
Advanced proficiency in Microsoft Outlook, Word, Excel and PowerPoint.
Ability to interact with all associates across the organization.
Detail oriented.
Ability to multi:task and prioritize various responsibilities on a daily basis.
Effective written and verbal communication skills.
Project management experience
First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.
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Source: https://www.tiptopjob.com/jobs/76638829_job.asp?source=backpage


• Location: Charlotte

• Post ID: 57055942 charlotte
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