City National Bank · 15 hours ago
Administrative Lead
Los Angeles, CA
Full-time
Onsite
Mid Level
$25.93/hr - $41.43/hr
4+ years expCity National Bank is a financial services company that has been helping clients, colleagues, and communities flourish since 1954. They are seeking an Administrative Lead to manage a small team of administrative colleagues, ensuring efficient workflow and high client service levels while supporting the Private Banking Manager in various administrative tasks and projects.
BankingFinanceFinancial Services
Responsibilities
Leads the daily activities of a small staff of administrative colleagues for a PB unit supporting the PB Manager and a team of professionals
Manages workflow and delegates work to ensure a high level of client service and efficiency
Provides guidance and direction to assigned colleagues overseeing work schedules and assignments
Supports the PB Manager by performing administrative activities and participates in assigned projects, discussions, and decisions that relates to the PB market location assigned
Ensures confidentiality and compliance of activities and provides information, recommendations and/or direction as requested by the PB Manager
Frequently communicates with PB staff and actively partners with other lines of business to convey information
Manage workflow, establishes priorities, and determines work assignments for administrative colleagues
Manage work schedules and activities to ensure appropriate coverage and support
Monitor performance and participates in conducting effective performance appraisals
Provides feedback on individual accomplishments, areas of improvement, and problems to PB Manager and participates in accomplishing objectives
Provide assistance in the understanding and interpretation of Bank and Division policies and procedures, as appropriate
Ensure assigned colleagues are in compliance with specified CNB compliance guidelines
Maintain continuity among PB staff by documenting and communicating issues, actions and continuing needs, and provide feedback to PB Manager
Serve as the principle point of administrative contact and liaison between PB management and staff, other LOBs, clients, etc. providing information and assistance as appropriate
Coordinate and schedule various meetings, events, conferences, and public activities ensuring availability of facilities, equipment, personnel, materials, and that services are implemented and maintained efficiently and effectively
Lead/attend meetings. Prepare correspondence, memoranda, documentation and presentation materials for meetings
Review, research, resolve and summarize a variety of statistical and administrative information, including but not limited to client segmentation, new client reporting, colleague surveys, etc
Prepare recurring and ad hoc reports and compose correspondence for timely distribution to PB Manager and professional staff
Perform research and analysis on specific issues, as required, and independently prepares non-routine letters and/or reports, which may be highly sensitive and confidential in nature
Gather information from various sources (i.e., internal files, computer reports, etc.) and organize into specified/established format
Perform various operations (e.g., mathematical calculations, sorting data, etc.) on information gathered from various sources for use by PB Manager and staff
Contact clients and/or Bank personnel to request information/documentation
Work independently on special projects by organizing and coordinating information and requirements; planning, arranging, and meeting schedules
Represents the PB Manager and team to both external and internal clients consistent with the CNB culture of relationship management
Ensure quality client service, responsiveness, and effective and efficient support
Learn and master internal computer systems to include "my CNB", Galaxy, etc. and assists others in the maintenance and use of these systems
Set up and maintain a wide variety of manual and electronic materials, filing systems, and databases, receive, screen and route incoming calls
Respond to complaints and inquiries in a timely and efficient manner
Open, sort, and distribute incoming mail
Manage, plan, and forecast the schedule of the PB Manager and assist in managing emails to ensure timely reply
Draft word documents, spreadsheets, and PowerPoint presentations, as needed
Maintains up-to-date knowledge of Bank policies and procedures
Qualification
Required
H.S. Diploma
Minimum 4 years in an administrative capacity required
Minimum 2 year basic computer experience required (eg. Microsoft Work, Excel, Outlook, and Powerpoint)
Preferred
High School Education or equivalent of five years of experience
Bachelor's Degree preferred
Excellent verbal and written communication skills
Excellent interpersonal and client service skills
Knowledge of bank policies and procedures
Ability to handle problem situations with colleagues and clients effectively
Strong supervisory or lead experience
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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