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Administrative Assistant III

Administrative Assistant III

CompanyBank of America
LocationMt Pleasant, SC, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • Minimum of 1+ years professional or relevant internship experience required
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills are required

Responsibilities

  • Communicates with executives and line management to gather and convey relevant information
  • Answers manager’s phone line, documenting accurate messages, and handling calls with appropriate judgment
  • Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner
  • Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
  • Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
  • Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems

Preferred Qualifications

  • Undergraduate degree or equivalent experience preferred
  • Prior knowledge of financial products, policies & procedures is highly preferred.
  • 1+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
  • Series 7 & 63/65 or 66 registrations preferred; management may ask for associate to acquire these licenses
  • Knowledge of wealth management tools preferred