• Executive Assistant

    Job Locations
    US-CA-San Francisco
    Risk Management
  • Overview

    The Executive Assistant (EA) is responsible for supporting the day-to-day time management and administrative needs of the Chief Risk Officer (CRO).   Routine duties include phone and email support, organization of meetings and events, coordination of calendar, and preparation of presentation/meeting materials.   
    The CRO attends or leads many internal and external meetings and it is extremely important that the EA keep the CRO on time and prepared for every meeting.  The EA must also prepare presentation materials for the internal meetings as well as for the Board of Directors and bank regulators.   Commitment to high quality work product, extreme attention to detail and strong writing skills are required.  The EA is expected to collaborate with other administrative assistants to support the broader support needs of the ERM organization and the bank as a whole.   
    ERM is rapidly growing, fast changing segment of the bank.   EA must be extremely flexible and enthusiastic about change.   Positive attitude and maintaining composure when under stress are key required attributes.


    • Proactively and diplomatically manage CRO’s calendar; i.e., prioritize meetings, provide ample time to review meeting materials, provide daily calendar to CRO and advise of any cancellations or rescheduling. 
    • Prepare memos and create presentations. Often required to write materials based on outline input from CRO and other executives. Assist in preparing and submitting materials for Board meetings and various bank committees including Bank and Directors Risk Committees. Will be expected to take notes at certain meetings and transcribe for distribution to meeting participants
    • Perform administrative duties such as answering phones, taking messages, mailings, faxing, photocopying, planning meetings, ordering office supplies. 
    • Work with premises personnel to ensure adequate office space for rapidly expanding team. Ensure work space readiness for new team members. Coordinate ongoing premises and office supply needs of ERM team.
    • Arrange travel to maximize efficiency of CRO’s schedule. Create and submit expense reports in a timely manner. Ensure all expenses captured. 
    • Accessibility and support during non-business hours such as evenings and weekends required as needed.
    • Other responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e., Bank Secrecy Act, US PATRIOT Act), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 


    Key Skills, Knowledge and Abilities:

    • Three or more years of experience in a senior Executive Administrative role
    • Highly proficient with Windows, Microsoft Office Suite (i.e., Word, Excel and PowerPoint).   Must be extremely skilled in Powerpoint.
    • Ability to take meetings notes, transcribe from those notes and distribute to meeting attendees
    • Ability to effectively prioritize daily/project work
    • Excellent organization and follow-up skills
    • Ability to work effectively in a fast paced environment and handle the stress of meeting stringent timelines/deadlines
    • Strong attention to detail a must
    • Excellent verbal and written communication skills; must be able to communicate effectively, professionally and with tact with all levels of personnel whether in person, on the phone or via email.
    • Quick learner and ability to manage multiple priorities
    • BA degree required



    • Ability to learn and comprehend basic instructions; understand the meaning of words and respond effectively; and perform basic arithmetic accurately and quickly.

    • Vision must be sufficient to read data reports, manuals and computer screens.

    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.


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