What is the opportunity?

Serve as the Executive Assistant to Chief Compliance Officers of the U.S. Wealth Management division in the day-to-day management of the department proactively providing effective administrative support to the Compliance department, including Compliance Directors, Managers, and other department members.

What will you do?

• Act as a key contact for the Chief Compliance Officers (CCOs) that you will be supporting.
• Manage inboxes and calendars for CCOs to coordinate meeting proposals, action items and delegate inquiries.
• Exercise discretion, tact and diplomacy in managing and coordinating meeting and work requests.
• Work closely with Compliance leadership to manage day-to-day priorities aligned to key priorities.
• Assess priority and urgency of conflicting matters and redirect to staff where appropriate.
• Lead administrative management of compliance assessments and projects including white paper editing, stylistically formatting, and preparing for final publication.
• Organize video and in-person meetings, set up and coordinate business planning sessions, townhalls, staff meetings, management meetings and one-on-ones with direct reports.
• Coordinates event planning (i.e., training, team building and group offsites) including guest speakers, locations and equipment resources.
• Prepare presentation materials and meeting agendas, as required. Ensure relevant information is accessible, assembled and prepared for meetings.
• Coordinate travel/hotel arrangements and expense reporting for the department, as needed.
• Provide thought leadership to adapt the way we work in support of the overall goals of the department and encourage and proactively identify and execute on efficiencies.
• Assist the department in meeting its financial objectives, including budget preparation and monitoring and analyzing variances.
• Coordinate onboarding and offboarding of department staff.
• Support the overall objectives of the Compliance department by providing administrative support in a timely manner.

What do you need to succeed?

Must-have

• Strong written and oral communication skills
• Highly proficient in Microsoft Office including Word, PowerPoint, Excel, Outlook
• Demonstrated organizational skills, with the ability to complete projects on time, with accuracy and making the most effective use of available resources
• Demonstrated ability to work effectively under pressure and meet prescribed deadlines
• Self-starter, must work independently with minimal supervision

Nice-to-have

• 3-5 years of administrative experience
• Bachelor's degree preferred, but not required

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

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