Executive Assistant Job Description Finance Credit Cards

Current job title: Executive Assistant

Industry: Financial

Department: US Card Business

Years worked in this industry: 7

Years worked in this department: 2

Special training or attributes needed or helpful to get job in this industry (or specific department): experience in the admin role, “proof” of reliability and professionalism, soft skills

Number of managers and/or staff supported: 2

Typical work hours: 8-6

Weekends or overtime hours: no

General salary range (Note: This is a general figure or range provided by survey respondent and may NOT be an exact salary in order to give survey respondent some privacy. Also you must take into account that the number of years worked in industry/department may contribute to this salary as well as criteria such as level of position and person reports to, required hours and geographical location.): $36,000 - $58,000

Benefits (direct or indirect): Excellent: medical, life, flex plan, 401K, gym, walking trails, campus/ great landscaping, flex work arrangements, ability to “work from home,”, paid unused sick leave, “fun days”, casual dress

Lingo you might hear in this industry:

1) subprime business – lower credit rating market

2) CLIP – a program to extend additional line of credit to existing good customers who originally had low credit limits

3) UDAP – one of the regulations set forth to keep our industry free of unfair and deceptive credit card practices.

A typical day on the job:

Listen to voice mail on the way to work to be prepared of any last minute requests

Greet those in the office yet – social

Check with my executive for any needs

Read and respond to emails

(on going) Keep a task list

Prioritize daily tasks (in case the order has changed)

Start projects (could be any number of things from college new hire program, to developing a recognition program)

Manage my managers calendar – actively look and study the calendars to make my manager’s day run more efficiently (removing duplicate type meetings, being sure meetings are in close proximity – we are a campus, being sure all vital information is in the meeting invite, confirming all appointments, directions if needed, etc.)

Arrange any travel plans to include agendas, itinerary, directions, area sites/restaurants, etc.

Maintain all records that I am responsible for – travel and expenses, phone lists, org charts

End of the day – clear desk and update task list for tomorrow

Check with manager

Positive things about being an administrative professional in this industry:

Variety of skills needed

Opportunity for changing roles and exposure to other roles

We are very multi-cultural – opportunity to learn many cultures

Negative things about being an administrative professional in this industry:

Outsourcing

Being “bought” by another financial institution

Type of workspace/office: cubicle

Primary responsibilities as an administrative professional in this position:

Calendar management

Travel

Invoices / expenses

Leadership of admin population “under” me

Keeping current org charts, phone lists, other documents in my department

Top thing(s) incumbent admin would require of job applicants seeking to be her/his position replacement:

Attention to detail

Great calendar management

People skills – ambassador of my manager’s office

Office machines or equipment operated regularly: Computer, copier / scanner, fax

Technology (hard) skills used regularly: MS office, specifically word, PowerPoint, Excel and Visio

Critical soft skills: Influencing others – I am responsible for leading the admins in my group

People skills – ambassador for my manager’s office

Decision making – I need to make decisions very often on best options, most efficient ways of doing things and who to “push back on”

Pace of this position: average

Geographical region: Southeast U.S.