The Personal Assistant (PA) will provide high-level administrative, organizational, and strategic support to the Banking Executive. This role requires exceptional multitasking skills, confidentiality, and the ability to manage complex schedules, stakeholder communications, and operational tasks efficiently.

1. Executive Support

• Manage and coordinate the executive’s calendar, appointments, and meetings.
• Screen calls, emails, and correspondence, responding where appropriate.
• Prepare and edit reports, presentations, and documents for internal and external use.
• Act as a liaison between the executive and key stakeholders, including senior leadership, clients, and external partners.
• Handle confidential and sensitive information with discretion.

2. Meeting & Event Coordination

• Schedule and organize meetings, ensuring all necessary materials and agendas are prepared.
• Attend meetings, take minutes, and follow up on action items.
• Plan and coordinate business events, conferences, and travel arrangements.

3. Administrative & Office Management

• Oversee daily administrative tasks, including expense management and procurement of office supplies.
• Maintain and update records, files, and databases relevant to the executive’s office.
• Ensure compliance with internal policies and governance requirements.

4. Project Coordination & Research

• Assist with special projects, including research, reporting, and data analysis.
• Track progress on strategic initiatives and provide updates.
• Conduct market and industry research to support decision-making.

5. Financial & Budgetary Support

• Process invoices, track expenses, and prepare financial reports.
• Assist with budget management and cost analysis for departmental activities.