Executive Administrator - San Diego, CA

California Bank & Trust; San Diego (CA); On-site; USD 79,000 - 96,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Time Off

401(k) with match

Paid Holidays

Job summary

California Bank & Trust is seeking an Executive Administrator in San Diego, CA to work alongside our senior executives. The role supports strategic administrative tasks, manages complex calendars, coordinates travel, and handles special projects to drive business forward.

The ideal candidate has a Bachelor's degree and 8+ years of relevant experience, with strong interpersonal and communication skills and solid knowledge of banking procedures.

Qualifications

• Requires a Bachelor's degree in Business, Administration, Finance or a related field.
• A minimum of 3+ years administrative assistance experience for a large or complex department or senior executive, preferably in the financial industry.
• Broad application of general business practices as they relate to the executive officers' role.
• Expert knowledge of banking procedures and departmental processes.
• Ability to analyze, resolve and handle policy and procedure issues for management.
• Ability to supervise non-exempt personnel.

Responsibilities

• Provides administrative support to the COO and departments under the COO.
• Includes booking travel, managing the executive’s calendar, coordinating calendars, planning staff meetings.
• Create and submit expense reports.
• Monitor staff vacation schedules.
• Plan and coordinate events and conferences for departments under the COO.
• Maintain electronic files and report distribution.
• Represent the executive to internal staff and external customers.

Skills

Interpersonal skills

Project coordination

Education

Bachelor's degree in Business Administration or related field

Tools

MS Word

MS Excel

Job description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are seeking a dynamic and highly organized Executive Administrator in San Diego, CA who serves as a key partner to our senior executive leadership. In this essential role, you will provide a broad range of strategic administrative and operational support, acting as a representative of the executive's office to both internal and external stakeholders. You will be entrusted to make independent decisions regarding the planning, organization, and scheduling of the executive's work, while also managing complex projects, conducting analysis for management decisions, and relieving our leaders of significant administrative duties to ensure their focus remains on driving the business forward.

Essential Functions

• Provides a variety of administrative support to the Chief Operating Officer and for various departments under the COO
• Includes booking travel, managing the executive’s calendar, coordinating executive calendars, planning staff meetings
• Create and submit expense reports
• Monitor vacation schedules for staff
• Planning/coordinating events/conferences for various departments under the COO
• Maintain and organize electronic files including report distribution
• Keeps informed on new developments and procedures, as well as any administrative requirements on behalf of the executive as needed.
• Makes independent decisions regarding planning, organizing and the scheduling of the executive's work.
• Represents the executive to internal staff and external customers
• Other duties as assigned.

Qualifications

• Requires a Bachelor's degree in Business, Administration, Finance or a related field and 8+ years administrative, business, finance or other directly related experience.
• A minimum of 3+ years administrative assistance experience for a large or complex department or senior executive preferably in the financial industry. A combination of education and experience may meet qualifications.
• Broad application of general business practices as they relate to the executive officers' role.
• Expert knowledge of departmental processes, procedures, banking, and/or departmental products.
• Ability to handle and administrator division projects.
• Expert knowledge of computer software including word processing, spreadsheet, etc.
• Ability to analysis, resolve and handle policy and procedure issues for management.
• Ability to supervise non-exempt personnel.
• Contributes to the development of innovative principles and ideas.
• Demonstrated excellent interpersonal and communication skills in dealing with complex and sensitive situations.

Benefits

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $79,000 - $96,000 annually depending on job-related factors such as level of experience.