B.F. Saul Company

  • Executive Assistant

    Location
    Bethesda, MD
    Job Category
    Operations
  • Overview

    Responsibilities of this position include providing administrative support to the Senior Managing Director of Client Services and Trust Operations.

    Duties & Responsibilities

    Duties will include, but are not limited to the following:

    • Provide effective, confidential administrative support
    • Validate data in Client Relationship Management system and serve as point of contact for reporting and enhancements to the platform
    • Serve as point person for frequent projects such as client communications, policy and procedure manual creation and updates
    • Serve as firm administrator for DocuSign application
    • Maintain executive’s appointment schedule by planning and scheduling meetings, conferences and teleconferences
    • Coordinate department meetings, prepare materials and take notes
    • Provide back-up support to other employees as needed and as directed
    • Prepare, verify and update business reports such as commission, weekly and monthly sales reports
    • Generate memos, emails and reports when appropriate
    • Maintain confidential personnel files
    • Screen mail and distribute
    • Prepare and track expense reports and invoices
    • Other duties as assigned

    Qualifications & Skills

    Skills/Abilities:

    • Excellent written and oral communications skills
    • Analytical, legal, technical, interpersonal and strong Microsoft Office skills required specifically Excel, Word and PowerPoint
    • CRM, Document Storage, DocuSign, and database management is a plus, but not required 

    Experience:

    • 5+ years of experience in the financial services industry, preferably trust or investment management firms 

    Education/Licenses/Certifications:

    • Bachelor’s degree and or equivalent work experience required

     

    Equal Opportunity Employer / Veterans / Disabled

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