_{26th July, 2022}

ADMINISTRATIVE ASSISTANT – LARGE NATIONAL BANK
 
Wealth Management Division
Houston (hybrid 2-3 days per week in downtown office)
 
WHAT IS THE OPPORTUNITY?
This person is responsible for supporting their manager and/or team as designated. This person represents the manager/team to both external and internal clients consistent with the bank culture of relationship management. They assist in keeping their manager/team informed, with scheduling, reports, agendas, meetings, and other aspects as needed. Often this person is responsible for the coordination of the "office". This coordination may include logistics associated with the conference or meeting rooms, mail, supplies, pc's, follow through for new hires or other colleague support issues. This person often is also involved in special projects that may be repetitive or one-time, which support the team, division, or CNB.
 
Wealth Management Division: As a member of the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, our bank has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.
 
WHAT WILL YOU DO?

• Supports manager/team as assigned by keeping he/she/them informed of activities impacting assigned group. Assists with scheduling, reports, agenda’s, or other activities as required. Frequently interfaces with internal and external clients and is responsible for exhibiting exemplary customer service in all interactions.
• Coordinates “office” functions and activities that may involve mail, phones, supplies, travel arrangements, equipment, moves, facilities, paperwork, and other duties.
• Completes special projects as assigned. Often has responsibility for or participates in special projects that may be temporary or permanent in nature.
• Composes and creates correspondence, reports and other moderately complex documents which may contain statistical data and/or confidential information which require accuracy and speed. Composes routine correspondence, reports and other documents as directed by assigned attorney. Proofreads documents for typographical errors.
• Utilizes word processing programs to create, revise, store and print various documents as required. Inputs various information to computer system via terminal entry according to established procedures.
• Ensures documents conform to established guidelines pertaining to format, English grammar and style.
• Assists in gathering information from various sources (i.e., internal files, computer reports, etc.) and organizing into specified/established format. Performs various operations (e.g., mathematical calculations, sorting data, etc.) on information gathered from various sources for use by assigned attorney or staff members. Contacts customers and/or Bank personnel to request information/documentation.
• Sets up and maintains filing systems, sorts and files various documents and maintains records of materials removed from files. May prepare indexing/cross-referencing aids. Make routine checks and comparisons of data by using various departmental sources (i.e., computer reports, filing systems, etc.) to verify information.
• Answers and screens incoming calls. Forwards to appropriate attorney/department personnel based on established directory listing. Makes and schedules appointments and/or meetings for assigned attorneys.
• Opens, sorts, date stamps and distributes incoming mail for assigned attorney. Stuffs, seals and addresses outgoing mail for distribution through various mailing systems (inter-office, U.S. Post Office, etc.). May act on incoming correspondences as directed by Supervisor. Photocopies documents as required.

• H.S. Diploma
• 4 years in an administrative capacity
• 2 year basic computer experience required (eg. Microsoft Word, Excel, Outlook, and Powerpoint

• Excellent verbal and written communication skills.
• Ability to effectively communicate with all levels of Bank personnel and customers.
• Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc.
• Strong interpersonal and organizational skills with the ability to manage multiple priorities.
• Ability to pay close attention to detail.