Executive Assistant To The Managing Principals
Current• Oversee office leases for new space. Work closely with our internal IT department, external architect and vendors to establish the floor plan, design, IT requirements, furniture and equipment needs, as well as décor. Work with upper management and the landlord of the new space to ensure that the proper paperwork, such as the lease and new tenant forms are completed in a timely manner. • Heavy calendar management, interacting with both internal and external participants.• Assist in preparing presentations for clients and prospects.• Schedule travel arrangements, including hotel reservations, car rentals and submitting registrations for select conferences. Maintain a master schedule for bankers.• Coordinate logistics of location, IT needs, invitations, menus, RSVP’s for banking and sales meetings and events.• Ensure that key data is maintained in the CRM (client) database and reports are disseminated as required.• Prepare expense reports for entries into QuickBooks.• Assist with our annual out-of-state HJ Sims’ Winter Conference by coordinating enjoyable but leisurely pre-conference activities for bankers to network with potential or existing clients. Additionally, support our Marketing team during the conference occurrence by welcoming attendees and manning registration tables. • Attend the CSR (Corporate Social Responsibility) marketing forum and provide creative ideas to increase company involvement and raise funds for the charity of choice. • Manage office needs; including ordering branded marketing materials.• Help foster a team culture with other administrative personnel providing support and coverage when needed.• Other responsibilities to meet a changing work environment.
