ADMINISTRATIVE SPECIALIST SENIOR

WHAT IS THE OPPORTUNITY?
This person is responsible for supporting their manager and/or team as designated. This person represents the manager/team to both external and internal clients consistent with the CNB culture of relationship management. They assist in keeping their manager/team informed, with scheduling, reports, agendas, meetings, and other aspects as needed. Often this person is responsible for the coordination of the "office". This coordination may include logistics associated with the conference or meeting rooms, mail, supplies, computer equipment, follow through for new hires or other colleague support issues. This person often is also involved in special projects that may be repetitive or one-time, which support the team, division, or CNB.

Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.

WHAT WILL YOU DO?

• Supports manager/team as assigned by keeping he/she/them informed of activities impacting assigned group. Assists with scheduling, reports, meeting agendas, logistics, materials, or other activities as required. Frequently interfaces with internal and external clients and is responsible for exhibiting exemplary customer service in all interactions.
• Coordinates “office” functions and activities that may involve mail, phones, supplies, travel arrangements, equipment, moves, facilities, paperwork, and other duties.
• Completes special projects as assigned. Often has responsibility for or participates in special projects that may be temporary or permanent in nature.
• Composes and creates correspondence, reports and other moderately complex documents which may contain statistical data and/or confidential information which require accuracy and speed. Composes routine correspondence, reports and other documents. May assist in editing or proofreading documents and presentations.
• Utilizes Microsoft Word and Powerpoint to create, revise, store and print various documents as required. Inputs various information to computer system via terminal entry according to established procedures.
• Ensures documents conform to established guidelines pertaining to format, English grammar and style.
• Assists in gathering information from various sources (i.e., internal files, computer reports, etc.) and organizing into specified/established format. Performs various operations (e.g., mathematical calculations, sorting data, etc.) on information gathered from various sources for use by assigned attorney or staff members. Contacts customers and/or Bank personnel to request information/documentation.
• Manages calendar and scheduling for manager(s), often acting as gatekeeper. Work with internal and external parties to maximize manager’s time.
• Creates and submits expense reports.
• Assists with travel arrangements.

WHAT DO YOU NEED TO SUCCEED

Must-Have*

• H.S. Diploma
• 4 years in an administrative capacity
• 2 year basic computer experience required (eg. Microsoft Word, Excel, Outlook, and Powerpoint

Skills and Knowledge

• Excellent verbal and written communication skills.
• Ability to effectively communicate with all levels of Bank personnel and customers.
• Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc.
• Strong interpersonal and organizational skills with the ability to manage multiple priorities.
• Ability to pay close attention to detail.