Executive Administrator - San Diego, CA

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

Benefits offered by this job

Health Insurance – Start Day One

Life and Disability Insurance

Paid Paternal Leave

Adoption Assistance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Dependent care accounts

Paid Training

Paid Time Off (PTO)

11 Paid Federal Holidays

401(k) plan with company match

Profit Sharing

Mental health benefits incl. coaching/

Tuition Reimbursement

Employee Ambassador preferred banking

Job summary

California Bank & Trust seeks an Executive Administrator in San Diego to partner with senior leadership. You will provide strategic administrative and operational support, manage planning and scheduling, and handle complex projects while ensuring leaders focus on driving the business forward.

The role requires a Bachelor's degree and 8+ years in administrative/finance domains, with strong communication, budgeting, and decision-making skills.

Qualifications

• Bachelor's degree required; 8+ years administrative/business/finance experience.
• 3+ years support experience for large or complex department or senior executive, preferably in financial industry.
• Broad knowledge of departmental processes, banking, and/or products.
• Proven ability to manage division projects and supervise non-exempt personnel.

Responsibilities

• Provide administrative and operational services to top company officers (Sr Executive Management, Directors or CEO).
• Represent executive to internal staff, external customers and vendors.
• Relieve executives of operational and administrative duties.
• Plan, organize and schedule the executive's work with independence.
• Administer complex programs/projects/processes for the executive served.
• Conduct analysis, research and projects to assist management decisions.
• Prepare and maintain complex reports and data.

Skills

Executive support

Strategic planning

Budgeting

Project management

Communication

Decision making

Staff supervision

Education

Bachelor's degree in Business, Administration, Finance or related field

Tools

Microsoft Office

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 organizedExecutive 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 and operational services to support the top company officers (Sr Executive Management, Directors or CEO).
• Represents the executive's to internal staff, external customers and venders.
• Relieves the executive's of some operational and administrative duties.
• Makes independent decisions regarding planning, organizing and the scheduling of the executive's work.
• Administers various complex programs, projects and/or processes specific to the executive served.
• Performs analysis, research and projects to assist with management decisions as assigned.
• Prepares and maintains complex reports and other pertinent operational data.
• Handles policy and procedure issues for management as needed.
• Keeps informed on new developments and procedures that affect the company, through frequent contact with other organizations, departments and divisions.
• Assists in budget preparation and control activities. May train or supervise other associates. Sr Level supports CEO,CFO or President.
• 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.
• 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.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC