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Bank of America

Runs a US consumer bank, brokerage and investment bank

Administrative Assistant 3 - Private Bank

Executive SupportConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 3 years of professional client-focused or relevant administrative experience; experience in the high-net-worth space is preferred.
  • Exceptional verbal and written communication skills, including the ability to build relationships and communicate effectively with internal teams and executive-level management.
  • Strong analytical and organizational skills, including the ability to prioritize while maintaining client service and attention to detail.
  • Ability to use tact, diplomacy, and judgment when handling confidential information.
  • Proficiency in Outlook, Word, Excel, PowerPoint, OneNote, WebEx, and SharePoint.
  • Skills in administrative services, attention to detail, customer and client focus, planning, prioritization, adaptability, collaboration, event planning, office administration, problem solving, facilities management, oral communications, recording and organizing information, research, and written communications.

Responsibilities

  • Communicate with executives and line management to gather and convey relevant information.
  • Answer the manager's phone line, document accurate messages, and handle calls using appropriate judgment.
  • Proactively manage multiple executives' calendars and resolve scheduling conflicts professionally.
  • Arrange and handle details related to travel, expense reports, meetings, and appointments.
  • Prepare meeting minutes, related meeting documents, and presentation materials.
  • Prepare correspondence, reports, and forms for leaders, and interact with internal or external clients to answer questions, research issues, and resolve problems.
  • May act as a liaison to outside groups by coordinating events where the executive is a corporate chair, director, or committee member.
  • May engage in high-level client contact and handle sensitive information requiring tact, diplomacy, and judgment.
  • Provide diverse and confidential administrative support, including extensive calendar management; support management with administrative tasks, coordinate travel, process expenses, gather and report information for the executive, and respond to incoming mail.
  • May assist in organizing in-person meetings and off-sites and manage conflicting objectives, projects, or activities in a responsive and personable manner.

Desired Qualifications

  • Experience in the high-net-worth space.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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