Coordinate internal and external meetings with banking clients, technology partners, vendors, and senior leadership. Serve as a key communication point between executives, employees, clients, and external stakeholders.
Numbers & Facts
Location
Addison, TX
Salary
$85,000–$90,000 Per Year
Description
Roles & Responsibilities
Manage complex calendars, appointments,
meetings, and travel arrangements for senior executives.
Coordinate internal and external meetings
with banking clients, technology partners, vendors, and senior leadership.
Prepare meeting agendas, presentations,
reports, minutes, and executive briefing materials.
Track action items, deadlines,
deliverables, and follow-ups from executive meetings.
Coordinate executive travel, including
flights, hotels, transportation, and expense reporting.
Serve as a key communication point between
executives, employees, clients, and external stakeholders.
Handle confidential business, financial,
client, and employee information with a high degree of discretion.
Support preparation for client meetings,
leadership reviews, steering committee meetings, and business presentations.
Maintain organized records, documents,
contracts, presentations, and executive correspondence.
Assist executives with expense management,
invoices, purchase orders, and administrative approvals.
Coordinate with departments such as
Product, Engineering, Sales, Finance, HR, Risk, Compliance, and Customer
Support.
Monitor important business deadlines and
proactively remind executives about pending actions.
Support preparation of management reports,
dashboards, presentations, and business updates.
Assist with planning company events,
leadership meetings, client visits, workshops, and conferences.
Manage incoming communications and
prioritize issues requiring executive attention.
Perform research and gather information
needed for executive decision-making.
Support special projects and ad-hoc
assignments initiated by senior leadership.
Salary Range- $85,000-$90,000 a year