Private Wealth Management- Executive Assistant

Welcome to U.S. Bank Corp, a leading financial institution committed to providing exceptional services to our clients. We are currently seeking a highly organized and proactive Executive Assistant to join our Private Wealth Management team. In this role, you will play a critical role in supporting our team of high-performing wealth managers and delivering top-notch service to our affluent clients. The ideal candidate will possess strong communication skills, attention to detail, and a passion for the financial industry. If you are a self-starter with a strong work ethic and a desire to excel in a fast-paced and dynamic environment, we invite you to apply for this exciting opportunity.

1. Provide administrative support to the Private Wealth Management team, including scheduling meetings, managing calendars, and coordinating travel arrangements.
2. Act as a liaison between the team and affluent clients, handling inquiries and requests in a timely and professional manner.
3. Maintain client files and ensure all documentation is accurate and up-to-date.
4. Prepare and distribute reports, presentations, and other materials as needed.
5. Assist with project management and execution of special projects and events.
6. Manage and prioritize incoming communication, including phone calls, emails, and mail.
7. Coordinate and schedule internal and external meetings, including preparing agendas and taking meeting minutes.
8. Monitor and track team expenses and ensure timely submission of expense reports.
9. Proactively identify and address any potential issues or conflicts, escalating to management as needed.
10. Maintain strict confidentiality of all sensitive information and adhere to company policies and procedures.
11. Continuously update and improve processes and procedures to increase efficiency and productivity.
12. Work collaboratively with other departments and teams to ensure a seamless and positive client experience.
13. Stay informed on industry trends, regulations, and best practices to support the team's success.
14. Provide support to other team members as needed, fostering a collaborative and positive work environment.
15. Demonstrates a strong commitment to exceptional customer service and maintaining a positive and professional image of the company.

According to JobzMall, the average salary range for a Private Wealth Management- Executive Assistant in Minneapolis, MN, USA is $45,000-$65,000 per year. This can vary depending on the specific company, experience level, and other factors. Additionally, bonuses and benefits may also be included in the overall compensation package.

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. It is the parent company of U.S. Bank National Association, which is the 7th largest bank in the United States.