Acceler8Networks ยท 3 days ago
Sr. Executive Assistant - Onsite/Banking/C-Level
Acceler8Networks is working with a national bank in the San Gabriel Valley and is looking to bring on a highly seasoned, Sr. Executive Assistant to provide comprehensive administrative and operational support to a C-Level Executive overseeing a large portfolio in Corporate Banking. This role involves managing a big organization and overseeing operational aspects across multiple teams.
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Responsibilities
Proactively manage the executive's complex calendar, including scheduling internal and external meetings, coordinating across time zones, prioritizing commitments, and resolving conflicts to optimize the executive's time
Manage and coordinate activities across several teams within Commercial Banking, Corporate Banking, Entertainment, Middle Market, and C&I segments. Follow up with team members and Relationship Managers (RMs) on deliverables, action items, and deadlines
Oversee pipeline updates, manage and consolidate reports on deal pipelines, and track progress to ensure alignment with business goals
Follow up with RMs and teams on scorecard submissions, compile and analyze performance scorecards, generate reports, and prepare executive summaries for review
Serve as the primary 'go-to' person for approvals, operational inquiries, and escalations. Handle timecard management, expense approvals, and other administrative processes for the organization
Utilize advanced Excel skills to create and maintain pivot tables, VLOOKUPs, dashboards, and custom reports for pipeline tracking, scorecards, and performance metrics
Act as a representative of the executive, managing correspondence, screening calls/emails, and liaising with internal stakeholders (including senior leaders and large teams) and external parties
Coordinate travel arrangements, prepare meeting materials and presentations, organize events, and handle confidential information with the utmost discretion
Qualification
Required
10+ years of experience as an Executive Assistant supporting C-Level or senior executives, preferably in commercial banking, corporate banking, or financial services
Proven track record in a VP-level or equivalent role managing large teams/portfolios (100+ employees)
Familiarity with commercial banking operations, including pipelines, scorecards, relationship management, and segments such as Entertainment, Middle Market, and C&I
Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas, data visualization)
Exceptional organizational, multitasking, and prioritization skills
Strong communication and interpersonal abilities, with experience following up on deliverables and holding teams accountable
High level of professionalism, discretion, and emotional intelligence
Ability to work independently, anticipate needs, and operate in a high-pressure environment
5 years of experience in Corporate Banking or Financial Services (Preferred)
5 years of experience in Microsoft Excel (Required)
5 years of experience as an Executive Assistant supporting C-Level or Senior Executives (Required)
Preferred
Bilingual in Mandarin is a huge plus
Bachelor's degree preferred; relevant certifications or advanced training in administrative or business management a plus
Benefits
401(k) matching
Employee discount
Flexible spending account
Professional development assistance
Referral program
Company
Acceler8Networks
Acceler8networks is a technology consulting firm that offers data center, networking, cloud solutions and program management services.