Hybrid Senior Administrative Assistant bei TASI Bank
TASI Bank · San Francisco, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in San Francisco
SOAR Worksheet
Job Title: Senior Administrative Assistant
Situation or Department Goal – Describe the obstacles or problems that the candidate will solve. |
The (SAA)Senior Administrative Assistant primary role is to provide administrative support to the President of TASI Bank. Your key responsibilities include managing the President’s calendar, coordinating meetings and appointments, preparing executive correspondence and reports, and facilitating internal and external communication. The Senior Administrative Assistant maintains confidential records, and assists with meeting logistics and travel arrangements. Additional duties may include supporting project timelines, handle sensitive information, and liaising with Tasi’s Management Team, Staff, Clients, Vendors and Regulators. This position requires you to maintain a high degree of professionalism, discretion, and organizational skill. The ideal candidate will demonstrate strong written and verbal communication abilities, attention to detail, and the capability to manage multiple priorities in a dynamic banking environment. Familiarity with banking terminology, compliance standards, and executive-level administrative practices is a plus.
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Obstacles – Describe the challenges that the candidate will likely deal with |
Challenges you will face in Supporting the TASI Bank President and TASI Management Team: Maintaining Confidentiality and Discretion: Working closely with leadership requires handling highly sensitive information, including executive decisions, financial data, and personnel matters. A single misstep in confidentiality can impact trust and institutional integrity. Operating in a High Volume and Fast-Paced Environment: Supporting the Bank President and TASI Management Team often involves juggling multiple, time-sensitive tasks. Managing a high volume of emails, meetings, calls, and urgent requests can lead to task overload without strong prioritization and time management. Managing Competing Priorities Across Departments: The SAA may receive requests from multiple members of the management team, each with varying degrees of urgency. Navigating these competing priorities and managing expectations is a constant balancing act. Exhibit Flexibility to Support and Adapt to different eadership styles: Each manager may have a different work style, communication preference, and urgency level. The SAA must quickly adjust their approach to align with individual expectations while maintaining consistency in service quality. Managing Through a Challenging Technology Infrastructure: Our systems don’t always work they way they should. You will need to coordinate with the correct support staff to get things fixed.
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Actions – What actions will need to be taken to accomplish the goal or solve the problem? |
Key Actions to Complete Tasks and Meet Goals: Prioritize and Plan Daily Tasks: Develop and follow a daily and weekly task list aligned with executive priorities; Use calendar and project management tools to track deadlines and deliverables. Maintain Executive Calendar Management: Schedule and confirm meetings, appointments, and travel with minimal conflicts; Anticipate scheduling needs based on leadership routines and external demands. Adapt and Respond to Changing Priorities: Remain flexible to last-minute changes, urgent requests, or new initiatives; Use sound judgment to re-prioritize and escalate when necessary. Demonstrate Initiative and Problem-Solving: Anticipate leadership needs before being asked; Propose solutions to administrative bottlenecks and streamline processes. Track and Support Goal Progress: Monitor deadlines for reports due weekly, monthly, quarterly and annually, compliance documents, or special projects; Provide regular updates to the President and Management Team on task status and completed actions.
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Results – What are the measurable/quantifiable results required? What results define success? |
Measurable and Quantifiable results: Consistently High Completion Rate: 95%+ of all management action items completed on or ahead of schedule. Efficient Meeting Support: All meeting materials, minutes, and action lists are consistently prepared and distributed within 24 hours, with clear accountability. Transparent Progress Tracking: All major strategic initiatives are tracked and status reported accurately and on time, enabling informed executive decisions. Proactive Communication: Stakeholders (internal/external) receive timely, accurate responses, reflecting well on the President’s office and the management team. Process Excellence: Regular identification and implementation of process improvements, leading to greater efficiency and reduced administrative bottlenecks. Document Quality and Compliance: Management and Board documents are accurate, compliant, and require minimal revisions, supporting audit readiness and regulatory requirements.
Success is defined by how reliably and efficiently you enable the President and Management team to execute their strategic objectives, minimize delays, and maintain a high standard of operational excellence across all administrative touchpoints.
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At Tasi Bank, we have a singular clear voice. In a single word: MAVERICK (adjective) displaying an independence of thought, not going along with a group or party.
But more than simply being a “maverick” we strive to be a “Good Maverick,” which we define as being courageous, willing to help others and to do the unexpected. As Good Mavericks, we are creative, good natured and always “Building Value” for our customers. We want to do good and be kind because that’s who we are.
TASI Bank is the Maverick of community banking, challenging the market for the good of the client. We have a unique personality and a voice to match. We want it to come across in everything we say and everything that we set out do on behalf of clients and employees. The way Tasi Bank conducts business is greatly impacted by our core values.
Positive mental Attitude, Coachable, Resilience, Goal Driven, Work Independently and Patience represent the values and guiding principles for who we are and what we do when we produce and deliver “extra” ordinary service and results.
Everything we say and do at TASI Bank is the real deal. Our values and beliefs define our actions because they are authentic. voice. In a single word:
Fought, not going along with a group or party
General Summary:
The SENIOR Administrative Assistant provides personal administrative support to the President of TASI Bank. Responsible for scheduling appointments, planning meetings, and providing general assistance in a fast-paced environment. This role requires multitasking across a range of responsibilities, including scheduling, supporting HR functions to include personnel, payroll and accounting activities, receiving, and forwarding communications, and taking care of general clerical duties. May also be responsible for event planning and organization, as well as serving as a greeter for incoming clients. Project a professional company image through in-person and phone interaction.
Category of Essential Functions & Task | FLSA Class | % Time |
Manage the Relationship | Non-Exempt | 25% |
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Manage the Experience | Non-Exempt | 20% |
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Manage the Tasks/Transactions | Non-Exempt | 35% |
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Manage/Mitigate the Risk | Non-Exempt | 20% |
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FLSA Categorization | FLSA Class | 100% |
Required Knowledge, Skills and Abilities:
- Proficiency of Microsoft Office and telephone protocol
- Strong organizational and planning skills
- Computer literate with the ability to learn new software applications
- Professional verbal and written communication skills and the ability to type 60 wpm
- Visibility of work requires attention to detail.
- Excellent verbal and written and communicative skills.
- Excellent organizational skills and discretion to confidential information
- Excellent time management and ability to multi-task and prioritize
- Able to work flexible hours
Education and Experience:
- Associates Degree and four (4) years of experience in a related field OR
- High school diploma or equivalent and five (5) years of administrative/office experience preferred.
- ADDITIONAL specialized or college level course work in business administration, office management or a related field is desirable.
Physical Requirements & Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
- Seeing: Must be able to read report and use computer regularly (100%)
- Hearing: Must be able to hear well enough to communicate to coworkers regularly (67-100%)
- Fingering/Grasping/Feeling: must be able to write, type, use phone, regularly (100%)
- Lifting/Pulling/Pushing Frequently (34-66%)
- Climbing/Stooping/Kneeling Occasionally (12-33%)
Must be able to operate basic office equipment (PC, fax, copier and telephone) as well as new and emerging technology, including but not limited to smart phones, tablet devices, digital signage and monitors. Must be proficient in Microsoft Office.
Fair Labor Standards Act (FLSA) Classification
Based off of the duties that are described for this role, this is a Non-Exempt role.
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