Senior Administrative Assistant

Reposted 22 Days Ago
Be an Early Applicant
Santa Fe, NM, USA
In-Office
Senior level
Financial Services
The Role
Provide administrative support to senior management and relationship managers: manage calendars, meetings, travel, Salesforce data, financial records, client events and confidential correspondence; act as liaison across departments and lead special projects.
Summary Generated by Built In

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. 

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. 

Together, there’s no stopping you!

Job Title:Senior Administrative AssistantJob Description:

Summary:

Works as a team with other administrative staff to support activities for the Senior Management and Relationship Managers.

Essential Duties and Responsibilities:

  • Provides exceptional customer service for incoming telephone calls and clients coming into the bank

  • Schedule and organize meetings, travel, conferences and department activities for all members of the region. 

  • Perform duties such as maintaining Salesforce data, financial record keeping, coordination of meetings and conferences, ordering supplies, and working on special projects.

  • Act as project manager for special projects, which may include: organizing client events, planning and coordinating multiple presentations, disseminating information and coordinating direct mailings

  • Answer non-routine correspondence and assembles highly confidential and sensitive information.

  • Independent judgment is required to plan, prioritize and organize diversified workload, recommend change in office practices or procedures.

  • Create and develop agendas and visual presentations for the team.

  • Sort and distribute mail, draft written response or replies by phone or e-mail when necessary.

  • Acts as a liaison with other departments and outside agencies, including IT, Facilities and HR.

  • Handle confidential and non-routine information and explains policies when necessary.

  • Work independently and within a team on special nonrecurring and ongoing projects.

  • Performs other duties as required.

Qualifications:

  • Team-oriented, possess a positive attitude and work well with others

  • Excellent interpersonal and customer service skills

  • Ability to prioritize; handle multiple tasks; and work independently

  • Strong organizational skills and detail-oriented with high degree of accuracy

  • Strong written and oral communication skills

  • Strong math and problem solving skills

  • Must maintain confidentiality of client transactions and bank records

  • Good phone voice with professional and well-groomed appearance

  • Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier

  • Thorough knowledge of bank operations, products and services offered at the bank

Supervisory Responsibilities:

  • None

Education and/or Experience:

  • High school Diploma or equivalent required

  • Associate’s degree a plus

  • 5+ years of related experience.

Computer and Software Skills:

  • Skilled in operation of a personal computer, including advanced Microsoft Office

  • Bankway

  • Salesforce

  • Google Mail

Certificates, Licenses and Registrations:

  •  None

Additional Information:

  • No travel is expected for this position.

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at [email protected].

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Top Skills

Bankway
Google Mail
MS Office
Salesforce
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The Company
HQ: Clayton, MO
962 Employees
Year Founded: 1988

What We Do

Enterprise Bank & Trust’s unwavering commitment is to guide people to a lifetime of financial success. We deliver on this promise by: · Empowering private businesses to improve their success · Helping families to secure their financial futures · Investing in our communities to advance quality of life Our success is because of our people and culture. We hire the best people in the industry and foster a culture of personal service. This is because we are more than a bank, we are an enterprising financial partner. Let’s start a conversation. Enterprise Financial Services Corp (NASDAQ: EFSC) www.enterprisebank.com Equal Housing Lender Member FDIC

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