Executive Assistant

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Summary:

The Executive Assistant, working closely with the Engagement Manager, will provide administrative and tactical support to the President and CEO.

Responsibilities include, but are not limited to:

• Calendar management and scheduling.
  • Ensure unscheduled time, such as meals, breaks, whitespace, and personal appointments are prioritized appropriately
• Facilitate effective daily schedule:
  • Coordinating day-to-day transportation including directions, car service, drive time, parking
  • Ensuring timely meeting start and end times
  • Preparing conference rooms and logging into virtual meetings
  • Greeting guests and coordinating attendees
• Researching and booking travel arrangements:
  • Travel options and timing for flights, hotels, car service, etc.
  • Booking and coordinating approved reservations, cancellations, refunds, points, travel documents, and other travel requests
  • Coordinating packing lists and luggage
  • Prepping travel agenda, itinerary, meeting prebriefs, and other travel documents
• Coordinates logistics and materials to prepare for meeting and events:
  • Ensure necessary attendees are invited and prepped accordingly
  • Coordinate and track agenda and materials
  • Compiling additional contextual content including bios, prior meeting debriefs, icebreakers, silent agenda items
  • Printing and binding materials
  • Reminders and assistance with preparing and packing additional necessary preparatory items related to event registrations, gifting, dress code, weather, identification cards, devices, golf clubs, etc.
• Communicate status updates related to scheduling, meeting prep, and projects on a regular basis.
• Order office supplies and purchasing other approved good and travel.
• Track and reconcile expenses.
• Implements and updates organizational processes, systems, and best practices, and documents updates in Notion knowledge database.
• Works cross-functionally with other EAs to support administrative operations within the office.
• Support team events and client events, and assists with planning events, as needed.
• Assist with meeting debriefs, including sending debrief summary, tracking follow up action items, preparing edrafts, etc.
• Use Asana to track all tasks and projects
• Other tasks as assigned to assist the CEO in his or her personal duties/tasks, including but not limited to scheduling travel, appointments, reservations, and/or events as requested.

Key Skills:

• Strong verbal and written communication skills
• Ability to be adaptable, flexible, multi-task, and handle varying workloads and changing priorities
• Ability to recognize sensitive information and maintain confidentiality
• Ability to exercise good judgement relative to time and expense management
• Comfortable with managing up, advising executives, and confidently presenting recommendations
• Fierce attention to detail is a must
• Anticipates needs, forward thinker, and comfortable with ambiguity
• Self-starter and ability to work independently, executes tasks with little to no supervision
• Superior customer service skills
• Strong interpersonal skills
• Conduct thorough research and analysis
• Ability to learn quickly

Technology Skills:

• Proficient in MS applications such as Outlook, Word, Excel, and PowerPoint.
• Proficiency with Asana and Notion preferred

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. 

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.