Executive Assistant

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.

We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly it’s about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm.

Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

SUMMARY OF POSITION :

An Executive Assistant should demonstrate commitment to delivering distinctive service. This position is responsible for administrative and operational tasks, while supporting strategic initiatives, and managing long-term projects for Leadership.

Duties may include generating reports, typing correspondence, preparation of presentation materials, phone support, scheduling appointments and meetings, and coordinating day-to-day activities for team.

PRIMARY RESPONSIBILITIES :

Provides distinctive service to clients and prospects , in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues.

Supports firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).

• Provides administrative assistance including phone support to Leadership, as needed.
• Organizes, prioritizes, and appropriately handles time-sensitive confidential information and ensures action items are addressed in a timely manner.
• Organizes, executes, and assists with team activities (meeting agendas, on-sites / off-sites, associate events, client events, etc.).
• Assists with preparation and distribution of various reports, documentation, and training materials; filing; scanning;

faxing; copying; scheduling; and coordination of conference calls and meetings.

• Coordinates with business partners as needed.
• Executes deliverables with a hands-in approach that support Leadership’s effectiveness.
• Meets all the client’s financial needs , both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assists other team members as needed to ensure delivery of distinctive service.
• Performs other related duties and responsibilities as assigned.

DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING :

• High School Diploma or Equivalent College degree is preferred.
• Minimum of 10 years’ experience in financial services or job-related experience.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.

DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES :

• Excellent interpersonal skills, including verbal and written communication skills.
• Effective analytical and problem-solving ability with a strong attention to detail.
• Proven ability to handle confidential information with discretion.
• Ability to build relationships with internal and external partners.
• Thrives in a fast-paced work environment, readily adapting to changing priorities and deadlines.
• Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
• The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear.

Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

POSITION STATUS : EXEMPT

DATE :

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve.

All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and / or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.