Senior Administrative Assistant

Location: Onsite listed in the job posting. 

Position Summary:   The Senior Administrative Assistant provides advanced executive support to the Market President and market leadership team, enabling smooth market operations, outstanding client experiences, and effective community engagement. This associate manages complex calendars and priorities; prepares agendas, briefings, and reports; coordinates client and community events; and serves as a key liaison among clients, associates, and external partners. The role requires discretion, excellent judgment, and a strong service mindset.

Key Responsibilities:

• Manage complex calendars, priorities, and meeting logistics for the Market President, including briefings and materials, as well as project management.
• Coordinate domestic travel, itineraries, and expense reports; reconcile invoices and POs; track market-related budgets; support event ticket distribution.
• Draft, proof, and format executive correspondence, presentations, and meeting materials.
• Prepare agendas, take minutes, and track action items for leadership, advisory councils/boards, and committee meetings.

Client, Community, and Event Coordination:

• Plan and execute client meetings, appreciation events, sponsorships, and community engagements; manage RSVPs, vendors, tickets, and onsite logistics.
• Partner with Marketing/Communications on invites, collateral, signage, and post-event follow-up.
• Maintain contact lists (clients, centers of influence, community organizations); track outreach and follow-ups.
• Manage Market President LinkedIn account to reflect these events.

Market Operations and Office Administration:

• Serve as the first point of contact for the Market President; triage requests and route inquiries to appropriate associates.
• Coordinate office needs (facilities, supplies, visitor management) and support onboarding/offboarding for market associates.
• Maintain market calendars, shared folders, and reference resources; ensure adherence to records retention.
• Serve as the first point of contact with corporate real estate and building property management representation.

Reporting and Project Coordination:

• Compile weekly/monthly market dashboards and updates; support pipeline, production, and community impact reporting (as directed).
• Track milestones and deliverables for market initiatives; follow up with stakeholders to ensure on-time completion.

Compliance, Confidentiality, and Risk Awareness:

• Handle sensitive information with strict confidentiality; adhere to information security, privacy, and records retention practices.
• Support audit/exam requests and coordinate timely document collection with relevant associates.
• Maintain awareness of general banking compliance concepts (e.g., confidentiality of client information); escalate issues appropriately.

Communications and Stakeholder Engagement:

• Draft memos and announcements for market distribution; coordinate internal communications and town halls.
• Build strong working relationships with associates across Retail, Commercial, Wealth, Marketing, HR, Finance, and Risk.
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Technology and Tools:

• Use Microsoft 365 (Outlook, Teams, Word, PowerPoint, Excel) at an advanced level; create polished decks and reports.
• Leverage expense and procurement tools, calendar/scheduling platforms, and CRMs (e.g., Salesforce or similar).
• Host and support virtual meetings via Teams/Zoom; manage A/V needs for onsite events.
• Schedule, draft, and monitor social media updates for the Market President's professional profiles (Linkedin).

Leadership and Culture:

• Champion the client-first culture; help organize associate engagement, recognition, and volunteer activities.
• Provide guidance to other administrative associates as needed; serve as a role model for service, accuracy, and integrity.

Qualifications:

• 5–7+ years of progressively responsible administrative experience supporting senior leaders; financial services experience