Executive Assistant

Bonus Type

Summary

BOK Financial is a top financial institution that offers a range of sophisticated financial products and services, focusing on personalized client relationships. With over a century of experience, we serve consumers, businesses, and wealth clients across the American Midwest and Southwest. We emphasize long-term relationships, community investment, and talent development, aligning with our brand platform, "We go above. So you can go beyond."

Job Description

The Executive Assistant provides advanced administrative support to members of the Executive/Senior Leadership Team; exercises considerable discretion in the performance of duties and responsibilities; interacts with executive management team relating to activities of Bank-wide interest.  Primary duties and responsibilities include: allocating management’s available time to ensure high priority objectives are accomplished, initiate frequent discussions with manager to prioritize objectives, scheduling requirements and potential conflicts; effectively block scheduled meetings and phone calls to reduce adverse impact on achieving higher priority objectives; prepares correspondence, reports and memoranda.

Team Culture

BOK Financial fosters a collaborative, goal-oriented culture where employees follow established standards, receive support from accessible managers, and engage in mentorship. The company values accuracy, initiative, and community involvement, offering an exciting opportunity for growth and teamwork. 

How You'll Spend Your Time

• You will coordinate and maintain executive’s calendar to ensure that high priority objectives are accomplished, schedule and reschedule meetings and appointments when necessary with little or no direction when required without interfering with business objectives, act as communications liaison bank-wide. This position will make frequent routine and complicated decisions on behalf of Executive Officer pertaining to external and internal incoming mail and phone calls, ensure follow up on external and internal appointments and correspondence.
• You will coordinate preparation for meetings, including preparation of agenda, assembling of materials for meetings, poll members for attendance, physical preparation of room; may be required to attend meetings, seminars, etc. and to possibly take notes or furnish information.
• You will develop, design and maintain information in spreadsheets and data base programs using the most complex features of various software programs, (i.e., merge files, import data, graphs, etc.), gather information to be maintained on data base programs, generate and distribute reports from these programs and monitor reports for quality.
• You will maintain files and projects which require a high degree of confidentiality, answer telephone calls from clients directly, screen telephone calls and visitors, and resolve routine customer inquiries, may supervise and coordinate work of Administrative Assistants.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's Degree and 4-6 years’ executive level administrative experience or 7-10 years’ equivalent work experience.

•  Proficient knowledge of: file maintenance, English grammar, appropriate standards regarding letters, memorandum, composition, and proper telephone etiquette
• Advanced PC and software application skills
• Excellent understanding of bank operating practices and procedures
• Advanced interpersonal, verbal, and written communication skills
• Advanced organization skills; ability to handle multiple complex priorities simultaneously in a competent and professional manner
• Ability to work with data/information requiring a high degree of confidentiality

Working Conditions & Physical Requirements