Wealth Management - Executive Assistant

Posted Yesterday
2 Locations
In-Office or Remote
34-48 Hourly
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
Provide administrative and operational support to Head of Wealth Management and divisional sales leaders: manage calendars, meetings, minutes, shared drives/SharePoint, maintain databases, generate reports, prepare correspondence, handle travel and expenses, and support team communications while ensuring confidentiality and meeting deadlines.
Summary Generated by Built In

 As the Executive Administrative Assistant supporting the Head of Wealth Management and Divisional Sales Leadership, you’ll work in a fast paced and diverse team focused on supporting and improving the risk, customer service and performance of Operations. This role will directly support the Head of Citizens Securities and, at times, his team, with daily administrative tasks and more medium term initiatives.

The Executive Assistant role will include both repeatable and ad hoc requests.  The role will require confidentiality and discretion.  The role will require incumbent to manage multiple projects simultaneously and meet deadlines. Role holder will be responsible for performing a variety of administrative and operational duties that support the team including but not limited to coordinating meetings and agendas, taking and publishing minutes, compiling and editing key documents for meetings, maintaining calendars and PTO, and maintaining Shared Drives, Sharepoint and other shared data sources and documents.  Will perform on-going maintenance to various data bases and generate reports. Will be responsible for preparing, reviewing, and composing key correspondence, team communications and reports, travel arrangements and expenses, payment requests and management of team supplies.

Qualifications:

  • MS Office Skills - proficiency with PowerPoint and Outlook
  • Excellent attention to detail, follow through and organizational skills
  • Strong written, verbal and communication skills
  • Strong ability to multi-task and prioritize
  • Excellent customer service skills
  • Desire and aptitude to learn the business
  • Associates degree preferred, or equivalent work experience
  • 3 years Administrative experience preferred, Operations experience a plus 

Hours & Work Schedule:

Hours per Week: 40 

Work Schedule: Monday-Friday 8:00am-5:00pm

Pay Transparency

The salary range for this position is $34-$48 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefit

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Skills Required

  • Proficiency with Microsoft PowerPoint and Microsoft Outlook
  • Proficiency with Microsoft Office
  • Experience maintaining Shared Drives, SharePoint, and databases and generating reports
  • Excellent attention to detail, follow through and organizational skills
  • Strong written and verbal communication skills
  • Strong ability to multi-task and prioritize
  • Excellent customer service skills
  • Desire and aptitude to learn the business
  • Associates degree or equivalent work experience
  • 3 years administrative experience; operations experience a plus
  • Ability to maintain confidentiality and discretion
  • Ability to manage multiple projects simultaneously and meet deadlines

Citizens Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, with multiple plan options and preventive care highlighted as fully covered. Mental-health support is also emphasized through EAP-style counseling access and app-based support.
  • Retirement Support Retirement benefits are described as meaningful, including an employer match and additional company contributions in some descriptions. Stock purchase features and occasional profit-sharing framing add to the overall retirement-and-wealth picture.
  • Leave & Time Off Breadth Time-off benefits are described as generous, including a substantial PTO bank, paid holidays, and sizeable parental leave. Adoption assistance and emergency backup care are also presented as part of the leave-related support set.

Citizens Insights

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The Company
HQ: Providence, RI
17,000 Employees
Year Founded: 1828

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.

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