Executive Assistant

Summary:

Beal Bank is currently seeking an experienced Executive Assistant for our CSG Investments affiliate to support c-suite executives and the broader team in a fast-paced environment. The ideal candidate will be a proactive problem solver with exceptional communications skills and meticulous attention to details. This person should have experience working in a busy office setting, performing administrative duties and providing support to both leaders and team members. Given the dynamic nature of the executive landscape, we rely on executive assistants to be flexible and consistent while maintaining the confidentiality and the integrity of high-level systems and operations.

This is an on-site (non-remote) position based at our Plano, TX headquarters location.

Essential Duties & Responsibilities (include but not limited to):

• Manage a wide variety of tasks for executives, including meeting agendas, mail, phone calls and other items
• Coordinate complex scheduling and calendar management as well as content and flow of information to senior executives
• Provide administrative and office support, such as spreadsheet creation and Powerpoint presentations
• Manage travel arrangement and expense reports
• Maintain electronic filing systems as well as contact and other databases
• Prepare draft communications
• Review and compare documents (i.e., legal, procedural or policies)
• Maintain professionalism and strict confidentiality with all materials and information
• Organize team communications
• Perform various weekly or monthly duties as assigned, including spreadsheets, Powerpoint presentations and other communications
• Compile data utilizing Excel and/or Powerpoint
• Other duties as assigned by manager

Qualifications (Education, Computer Skills, Certifications, Etc.):

• Five or more years of experience in an administrative role
• Technologically savvy 
• Acute attention to detail
• Excellent written and verbal communications skills
• Strong time-management skills with an ability to organize and multi-task
• Proficiency with office productivity tools and an aptitude for learning new software and systems
• Intermediate to advanced experience with Excel, Word, Powerpoint and Outlook
• Flexible team player, willing to adapt to changes and unafraid of challenges
• Ability to maintain confidentiality of information related to company and its employees
• Experience in developing internal processes and filing systems
• Able to work with large groups as position will support a large department
• Dependable with professional office demeanor

Benefits options include: 

• Medical, dental and vision coverage
• 401K with company match
• 11 paid holidays 
• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
• Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. 

Beal Bank USA and its affiliates are Equal Opportunity Employers. Beal Bank USA and its affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

Notice to California Residents: Beal Bank USA, Beal Service Corporation, CLMG Corp. and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments  CPRA Policy |  for details.