Executive Assistant - Banking- Chicago IL
Our client, a high profile financial institution, is looking for an Executive Assistant to support their Client Advisory team in downtown Chicago. This is a PERM position, and this person must have longevity in their career, stability in their career through the years is important to them. Highly prefer someone who's worked in the financial industry, banking, etc.
Optimum screening of incoming communications and routing for timely action and follow-up.
Professional communication with both internal and external contacts, including significant prospect and client relationships.
Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm??s operations, systems, and employees.
Create presentation books for clients and prospects.
Comprehensive organization of meetings and luncheons as needed; coordinate scheduling for internal attendees and manage calendar invitations for the CA team.
Establish effective working relationships with colleagues and external contacts; may be required to provide flexible support to other CA Teams as directed.
Provide direct and pro-active administrative support to all members of the CA Team; primary support for Associate Client Advisors with respect to all cash management and bill payment functions.
Manage the CA Team??s use of Salesforce.
Responsible for maintaining current Salesforce client records for the CA Team and managing external client mail merges, event invitations, and Salesforce reports.
Bookkeeping/accounting work for various transactions with clients, as directed by the CA team.
Process expense reports and book travel for all members of the CA Team.
Compile information and organize CA Team??s responses to Compliance and Audit-related requests.
Handle routine communication with clients and their advisors via telephone, email and fax.
Document written and verbal communication with clients and their advisors in Salesforce.
Prepare charts and materials for client and prospect meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
Construct customized spreadsheets for clients.
Complete financial paperwork from other institutions for clients.
File correspondence and other documents in internal databases.
Create documentation of client correspondence for tracking purposes.
Working hours: 8:00 AM - 5:00 PM
Work with Client Administration Support (CAS) to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
Process client remittances in conjunction with Client Tax Department.
Monitor and assist in covering overdrafts.
Supervise and pay client bill payments.
Prepare client presentation packages and reporting on client accounts.
Must be proficient with Microsoft suite
Bachelors degree required
Must be able to work in a team environment
Recruiter: Amanda Cozzi
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