The Executive Assistant manages front desk and office support services, focuses on increasing efficiency and effectiveness, and completes tasks and projects for the Chief Financial Officer, Executive Administrative team, and the Senior Executive Assistant as needed.
Key Responsibilities / Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provide executive assistance for the Chief Financial Officer (CFO) as well as other bank executive as requested including assistance with travel, events, scheduling, general correspondence, and support for presentations utilizing PowerPoint and Excel.
Assist executive team with general administrative duties, including correspondence, research, travel arrangements, filing, and other tasks.
Notarize documents as needed for leadership and customers.
Assists with preparations for executive team, including bank meeting functions such as committee meetings, board meetings, dinners, and attendance at outside business meetings.
Assist the Senior Executive Assistant during board meetings with board room preparations and setup, cleanup, catering, and supplies for the board room.
Provide backup support for uploading and managing documents on the board portal.
Assure appropriate meals are catered, reservations confirmed, travel and hotel arrangements are booked, and itineraries distributed.
Input invoices with appropriate cost centers and GL accounts into accounting system.
Reconcile corporate credit card monthly, providing appropriate receipts, and assigned proper cost center and GL accounts numbers to all charges.
Warmly greet guests upon arrival, alerting appropriate parties of guest presence, and ensuring the guests feel welcomed while waiting.
Complete tasks as needed like purchasing required supplies, picking-up catered meals, delivering items, and others to assist management in completing their duties.
Maintain adequate supply of office materials, includes completing inventories and placing orders for materials.
Sort the daily mail and distribute as appropriate.
Mail documents and packages utilizing Stamps.com, FedEx, and other available resources.
Maintain confidentiality and security of sensitive information.
Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
Complete all mandatory annual compliance training.
Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
Perform other duties and special projects as assigned.
Job Requirements
Education:
High-school diploma or equivalent.
Required:
5+ years of professional experience
Previous administrative support experience.
Current Notary Public Certification or ability to obtain within the first 30 days of employment.
Knowledge of general office procedures.
Accurate and professional administrative skills.
Excellent analytical, organizational, and self-review skills.
Ability to build rapport quickly and effectively across various lines of business and with various levels of employees.
Ability to listen to and/or convey detailed or important instructions or ideas accurately and quickly.
Ability to think and act independently within guidelines and limitations of Bank policy and assigned personal authority.
Strong attention to detail with emphasis on accuracy and presentation.
Strong written and oral communication skills.
Strong financial acumen.
Ability to prioritize duties, work independently, and must be self-motivated.
Able to handle highly confidential information and materials while conducting business professionally in all aspects.
Ability to meet designated deadlines while remaining flexible to changing assignments.
Proficient in Microsoft Office products.
Preferred:
Associate degree in administrative sciences.
Executive level assistance experience.
About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
The employee will frequently communicate and must be able to exchange accurate information with others.
The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.
DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
