We are seeking a dynamic, high-energy individual to provide administrative support for the Executive Vice President in this key growth location. This role is integral in partnering with the EVP/Branch, with a focus on calendar management and event coordination.

Key Responsibilities

Event Planning & Logistics:

• Plan and execute key events such as holiday parties and award banquets.
• Coordinate with venues and vendors for bookings and payments.
• Provide on-site support to ensure smooth event execution.
• Track budget status and anticipated expenses.

Calendar Management:

• Proactively manage the EVP's calendar to prevent conflicts and ensure smooth scheduling.
• Coordinate the scheduling of branch events and meetings.

Meeting Coordination:

• Organize and coordinate meetings with internal and external stakeholders.
• Prepare and distribute meeting agendas, materials, and follow-up notes.

Travel & Expenses:

• Maintain organized records of expenses and ensure timely reimbursement.
• Assist with travel arrangements for the EVP and others as needed.

Communications:

• Maintain effective communication channels with the EVP and the team with clear, concise updates.
• Draft and distribute communications on behalf of the EVP, including invitations and announcements.
• Maintain professional and diplomatic communication with financial professionals and external stakeholders.

Other Administrative Support:

• Maintain organized and accessible records of important documents.
• Prepare documents for the EVP’s approval and signature.
• Support other team members as needed.

Experience

Technological Proficiency:

• Proficient in Microsoft Suite (Office, PowerPoint, Outlook, and Excel).

Event Management:

• Interest in taking the lead in organizing and managing successful events.
• Strong leadership and organizational skills to coordinate multiple tasks and stakeholders.

Problem Solving:

• Ability to resolve conflicts and function independently as well as part of a team.

Proactive Decision-Making:

• Quick to learn and implement new strategies, with a proactive approach to decision-making.

Communication Skills:

• Excellent communication skills, with the ability to interact diplomatically and tactfully with financial professionals.

Confidentiality and Judgment:

• Understands the importance of confidentiality and displays good judgment in all aspects of work.

Experience:

• 1-2 years of experience in a similar role.