Summit Financial Group - Dallas, TX

posted 3 months ago

Full-time
Dallas, TX
Credit Intermediation and Related Activities

About the position

The Executive Intelligence Assistant (EIA) plays a pivotal role in supporting the Senior Business Intelligence Analyst by gathering and analyzing critical information that aids in decision-making processes. This position requires a comprehensive understanding of core internal processes and the ability to prepare detailed reports that contribute to strategic projects. The EIA will work closely with senior leaders, providing valuable insights that ensure smooth operations within the organization. In this role, you will be responsible for anticipating the needs of executives, prioritizing tasks effectively, and maintaining a high level of professionalism, especially under pressure. Your contributions will directly impact the operational efficiency of the company, allowing executives to focus on strategic decision-making and leadership responsibilities. This, in turn, drives the company's growth and success. The EIA will also be expected to handle confidential information with discretion and collaborate with various teams to collect and disseminate important information. Flexibility in adapting to changing priorities is essential, as you may be required to perform other general tasks as requested. Overall, the Executive Intelligence Assistant is crucial in ensuring that executive initiatives are supported effectively, thereby contributing to the overall organizational goals and success.

Responsibilities

  • Have a basic understanding of business technology and data management
  • Willing to learn new software applications
  • Assist in building reports and presentations for executive meetings
  • Monitor data from various sources and provide relevant information
  • Assist with the development and implementation of strategic projects
  • Handle confidential information with care
  • Collaborate with different teams to collect and share important information
  • Perform other general tasks as requested while being flexible with changes in priorities.

Requirements

  • Experience with Dynamics 365 preferred
  • Experience with Office 365/SharePoint 365/Axure/Power Bi preferred
  • Application and Database development preferred
  • Familiar with JavaScript
  • Bachelor's degree with a focus in Information Technology or a similar degree preferred
  • Microsoft MTA, MCSA, MCSE certifications preferred
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service