Administrative Assistant III at undefined

Position Title:  Administrative Assistant III

FLSA Status:  Non-Exempt

Reports to:  Associate Chief Operations Officer 

Location:  Tyler Annex 

Job Summary:     

Provide high-level administrative support to executive or senior level management and other committees as directed by preparing statistical reports, handling information requests, and performing clerical functions such as correspondence, receiving visitors, arranging conference calls, and scheduling meetings.

Essential Functions: 

• Performs regular secretarial duties as needed, including providing telephone support, screening calls and visitors, and arranging and scheduling meetings and appointments and conference calls.
• Manages and maintains executives’ schedules.
• Files and retrieves corporate documents, records, and reports.
• Greets visitors and determines whether they should be given access to specific individuals.
• Prepares responses to correspondence containing routine inquiries.
• Performs other functions in the financial services area as assigned by management.
• Obtains additional information as needed to complete reports on sensitive or special management communications.
• Assists in the maintenance of good customer relations on a continual basis.
• Reviews memos, correspondence, reports and other material prepared by others for the executive or senior manager signature to confirm format, typographical accuracy, compliance with procedures, and to ensure that necessary background material is attached.
• Opens, sorts, and distributes incoming correspondence, including faxes and email.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Maintains the security and confidentiality of pertinent information and records.
• Maintains confidentiality of all sensitive Bank information.
• Continues professional development through training, seminars, membership in professional associations, as applicable.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Must comply with all applicable laws and regulations.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.

Additional Functions: 

• Performs additional duties or functions as assigned or directed by management.
• Provides leadership to others through example and sharing of knowledge/skill.
• Complies with all safety policies, practices and procedures.  Reports all unsafe activities to supervisor and/or Human Resources.

Required Education/Experience:    

• High school diploma.
• Prefer Bachelor’s degree (B.A.) in business, finance or related area.
• Reports to an EVP with five or more years of experience in a similar position or reports to a Chief Executive.
  

Necessary Skills:   

• Excellent public relations and communication skills.
• Intermediate to advanced Excel skills required.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to define problems:  collect data, establish facts and draw valid conclusions.  
• Ability to interpret an extensive variety of technical and deal with several abstract and concrete variables.
• Proficient personal computer skills including Microsoft Office applications and Outlook e-mail.
• Must have extensive ability to prioritize, organize, and handle multiple projects simultaneously.

Physical Activity/Dexterity: 

• Manual dexterity sufficient to reach/handle items and work with fingers.  Works with fingers and perceives attributes of objects and materials.

 Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day.  Must be able to exchange accurate information when conversing.  

Working Conditions/Environment: 

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours: 

• Monday through Friday; 8:00am – 5:00pm.
• Available for overtime as needed.