Executive Assistant I

Location:

227 West Monroe Street - Chicago, Illinois 60606

Business Support/Technical Skills 

 

• Learning and understanding how to use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) 

• Learning Key’s policies and procedures in relation to Workday Expenses, Workday Time, Workday Procurement, Workday HR, CWT/Concur, IDM/ServiceNow requests, and facilities/maintenance requests.  

• Asking appropriate questions to gain understanding to utilize all technology platforms  

 

 

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

• Ability to utilize all technology platforms including Workday Expenses, Workday Time, Workday Procurement, Workday HR, CWT/Concur, IDM/ServiceNow requests, and facilities/maintenance requests 

 

• Knows Key’s policies and procedures in relation to expenses, Time, Supply Ordering, Travel, IDM/ServiceNow 

• Guides and enforces Key’s policies within their respective team  

• Understands the urgency surrounding travel and making sure we are booking 14 days in advance where possible 

• Prioritizes staff’s data tool needs in IDM/ServiceNow and makes sure everyone has appropriate access including new hires 

• Expert in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Key’s Policies and Procedures, and all technology platforms  

• Guides and enforces Key’s policies within their respective team  

• Trusted advisor and subject matter expert for other administrative staff as well as their team to problem solve and find appropriate answers for issues that arise with the technology platforms 

• Can provide training for staff when needed on any of the technology platforms 

• Proactive in any new development with the technology platforms and looks for ways to streamline processes where it is appropriate 

• Where applicable: 

• Facilitate Know your Customer (KYC) process including RSQ, MCA, Beneficial Ownership, Dealink 

 

Critical Thinking  

 

• Communication – Verbal & Written 

• Resourcefulness 

• Ownership (focus on work quality and completeness) 

• Occasionally speaks-up on issues during in-person/email conversations 

 

• Learning the team dynamic and overall structure of KBCM to communicate to the correct group/employee 

• Asks appropriate questions to properly provide quality work  

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