Executive Assistant - Huntsville, AL

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Summary of Position

An Executive Assistant should demonstrate commitment to delivering distinctive service. This position will be responsible for administrative and operational tasks, while supporting strategic initiatives, and managing long-term projects for Leadership. Duties may include generating reports, typing correspondence, preparation of presentation materials, phone support, scheduling appointments and meetings, and coordinating day-to-day activities for the team.

Primary Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Provide administrative assistance including phone support to Leadership, as needed.
• Organize, prioritize, and appropriately handle time-sensitive confidential information and ensure action items are addressed in a timely manner.
• Organize, execute, and assist with team activities (meeting agendas, on-sites/off-sites, associate events, client events, etc.).
• Assist with preparation and distribution of various reports, documentation, and training materials; filing; scanning; faxing; copying; scheduling; and coordination of conference calls and meetings.
• Coordinate with business partners as needed.
• Execute deliverables with a hands-on approach that supports Leadership's effectiveness.
• Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.