Executive Assistant - Financial Services (sales)

Capital One Capital One · Banking · Plano, TX

Executive Assistant for a Financial Services Sales team at Capital One. Responsibilities include managing calendars, arranging meetings, handling calls, organizing travel, and mentoring administrative professionals. Requires strong organizational, communication, and problem-solving skills, with a high level of integrity and discretion. Experience with Microsoft Office or Google Suite is necessary.

What you'd actually do

  1. You’ll provide an exceptional standard of support for the executive by serving as not only a gatekeeper, but additionally as the central point of contact.
  2. You'll manage daily calendars, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes.
  3. You’ll arrange meetings and team events by creating and sending invitations as directed; in addition to reserving meeting rooms, organizing for catering, audio/video, and other essential services as needed.
  4. You’ll answer incoming calls and provide support as required by taking detailed messages that allow the executive to respond effectively.
  5. You'll organize travel arrangements and create expense reports for the executive using Capital One systems

Skills

Required

  • High School Diploma, GED or equivalent certification
  • At least 3 years of Administrative experience
  • At least 3 years of experience in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) or Google Suite

Nice to have

  • Bachelor’s Degree
  • At least 7+ years of experience as an Executive Assistant or Administrative Assistant in a fast-paced environment
  • At least 3+ years of calendar management supporting executives
  • At least 3+ years of meeting and event planning experience
  • Experience setting up video conference and Zoom/Skype technology for meeting users
  • Experience planning ahead and managing time effectively
  • Excellent written and verbal communications
  • Excellent organizational skills

What the JD emphasized

  • highest level of integrity
  • confidential and sensitive materials with discretion
  • strong communication and organizational skills
  • excellent problem-solving and time management skills
  • flexible and able to adapt to constantly changing demands
  • prioritize workload proactively and expeditiously
  • mentoring others and maintaining the highest levels of customer service