Climate First Bank (i/o) - Tampa, FL

posted 3 months ago

Full-time - Entry Level
Tampa, FL

About the position

As the Executive Assistant to the Chief Technology Officer (CTO) at Climate First Bank, you will provide critical administrative support in a fast-paced, technology-driven environment. Your role will involve proactively anticipating the needs of the CTO and acting as a strategic partner to ensure smooth operations within the executive's office. You will be responsible for managing the executive's email inbox and calendar, prioritizing meetings, appointments, and travel arrangements to optimize the CTO's time. Additionally, you will participate in technology meetings, assist with note-taking, and follow up on action items to ensure deadlines are met and commitments are honored. Your responsibilities will also include drafting and editing correspondence, emails, presentations, and other documents, serving as a liaison between the CTO and internal/external stakeholders. You will prepare and submit accurate expense reports, conduct research on various topics, and handle project-based tasks from inception to completion with minimal supervision. Furthermore, you will attend sales meetings and assist with follow-up activities and outreach campaigns. In this role, you will be expected to maintain organized filing systems, exercise discretion and judgment in prioritizing time-sensitive matters, and stay abreast of topics and tasks in the executive's orbit. You will also be committed to the bank's core values, including social, economic, environmental, and racial justice, and will demonstrate an understanding of established bank policies and procedures. This position offers an exciting opportunity to contribute to a mission-driven organization focused on making a positive impact in the community and the environment.

Responsibilities

  • Manage and prioritize executive's email inbox and calendar, ensuring efficient scheduling and coordination of meetings, appointments, and travel arrangements.
  • Participate in technology meetings, assist with note-taking and follow-up activities, and track, prioritize, and follow action items to ensure deadlines are met.
  • Draft and edit correspondence, emails, presentations, and other documents as needed, serving as a liaison between the executive and internal/external stakeholders.
  • Prepare and submit accurate and timely expense reports, ensuring adherence to company policies.
  • Conduct research on various topics as assigned, compile findings, and present summaries to support decision-making processes.
  • Attend sales meetings, assist with follow-up activities and outreach campaigns.
  • Maintain thorough and organized filing systems for all relevant documentation and correspondence in the executive's office.
  • Exercise discretion, proper judgment, and confidentiality at all times.

Requirements

  • Bachelor's Degree in a business-related field preferred.
  • Proven and extensive experience supporting one or more C-Suite level executives in a fast-paced organization.
  • Expert level proficiency in Microsoft Office 365 including Excel, Microsoft Word, Power Point, and Teams.
  • Technically savvy; an interest in technology and banking are preferred.
  • Impeccable verbal and written communication skills.
  • Strong interpersonal skills, ability to thrive under pressure, time management skills and detail-oriented mindset.
  • Proven resourceful and an extremely organized self-starter.
  • Solid ability to anticipate needs.
  • Superior ability to exercise judgment, sense of urgency and discretion with regard to escalating relevant information.

Nice-to-haves

  • Interest in sustainability practices and commitment to the Sustainability Pledge.

Benefits

  • Competitive compensation
  • Employer paid medical, vision and dental insurance
  • Employer paid disability and life insurance
  • 401k match
  • Employee Stock Options
  • Compelling incentive plans
  • Employee only rates for certain loan products
  • Working with an amazing team of dedicated and like-minded individuals!
  • Being part of an exciting venture with amazing opportunities for growth and opportunities!
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