DescriptionCitizens Securities, Inc. is honored to be a high-quality provider in the investment industry. As an Administrative Assistant, you will be responsible for providing general administrative and clerical support for Citizens Wealth Management Divisional and Regional Sales Managers. Responsibilities may include, but are not limited to: coordination of meetings, ordering of supplies and equipment, tracking of time off, and new colleague onboarding support. While some of the focus of this job is on the coordination and execution of administrative tasks, incumbents also spend substantial time performing clerical duties. Position requires excellent organizational skills, and the ability to handle multiple tasks simultaneously.Primary responsibilities include
Supply Ordering: business signage, office supplies, stationary, technology, etc.
Calendar Management: scheduling and coordinating meetings
Presentation Support / development: creating decks for presentations, including presentations to leadership
Onboarding Support: collaborating with onboarding coordinator and management to ensure a smooth onboarding experience for new colleagues
Tech Support: requesting system and platform access
Expense Reports: assist Divisional Sales Managers (DSMs) and Regional Sales Managers (RSMs) with collecting receipts and submitting expense reports
Travel Support: book travel for DSMs and RSMs as needed
Event Coordination: assist in supporting regional and divisional meetings
Paid Time Off Tracking: record time off requests for Financial Advisors
Qualifications
1-5 years of administrative experience in financial services preferred
Strong Microsoft Office skills required
Excellent written and verbal communication skills required
Familiarity with collecting and interpreting data in order to create presentations
Strong attention to detail skills required
Ability to work both independently and as part of a team
Organizational and time management skills required
Experience completing expense reports and booking travel preferred
Education, Certifications and/or Other Professional Credentials
High school diploma or GED required
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Equal Employment OpportunityAt Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth04/29/2024