Executive Assistant

Posted One Month Ago
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Morristown, NJ, USA
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Supports executives by managing correspondence, meeting materials, presentations, reports, schedules, expenses, invoices, budgets, confidential information, records, office supplies, and daily administrative operations. Communicates with executives, board members, internal partners, and external contacts while maintaining professionalism, discretion, accuracy, and confidentiality. Requires strong organization, time management, communication, project management, and Microsoft Office skills.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
  • Manage correspondence and prepare meeting materials for key internal and external meetings.
  • Prepare documents, spreadsheets, slide presentations, agendas, financial reports, special projects, and other documents in support of objectives for the organization.
  • Regularly communicate with executives, internal partners and external parties on requests and ensure they are prepared for meetings and events.
  • Handle sensitive matters with a high level of confidentiality and discretion. Organize and maintain confidential data and information with the utmost integrity.
  • Prepare expense reports, process invoices and monitor budgets for areas supported.
  • Perform general office duties such as ordering supplies, maintaining records management system and assisting with daily operations.
 
Preferred Qualifications
Required Skills:
  • Ability to work fast and accurately under pressure, always maintaining professional disposition.
  • Impeccable organizational and time management skills with the ability to adapt when needed and juggle multiple priorities effectively.
  • High proficiency in Microsoft Office Suite including PowerPoint, Word, Excel, Outlook, and Teams.
  • A proactive and solution-oriented mindset, anticipating needs and taking initiative.
  • High level of interpersonal skills and professionalism to be able to interact with all levels of executives, both internally and externally, as well as Board members.
  • Ability to perform administrative duties using independent judgment and personal initiative and resourcefulness.
  • Strong project management skills.
  • Excellent communication skills (both verbal and written).
  • High level of integrity and the ability to maintain confidentiality with sensitive information.
  • Excellent phone and customer service skills.
 
Required Experience:
  • High School Diploma or GED equivalent. A minimum of 8 years supporting Executives.

Preferred Experience:
  • Associate's degree in office management or related field.

Skills Required

  • High School Diploma or GED equivalent
  • At least 8 years of experience supporting executives
  • High proficiency in Microsoft Office Suite, including PowerPoint, Word, Excel, Outlook, and Teams
  • Ability to work quickly and accurately under pressure
  • Strong organizational and time management skills
  • Ability to manage multiple priorities and adapt as needed
  • Proactive, solution-oriented mindset with initiative
  • Strong interpersonal skills and professionalism with executives and board members
  • Ability to perform administrative duties using independent judgment and resourcefulness
  • Strong project management skills
  • Excellent verbal and written communication skills
  • Integrity and ability to maintain confidentiality
  • Excellent phone and customer service skills
  • Associate degree in office management or related field

Valley Bank Compensation & Benefits Highlights

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

  • Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
  • Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
  • Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.

Valley Bank Insights

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The Company
HQ: Morristown, New Jersey
3,595 Employees
Year Founded: 1927

What We Do

At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.

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