Reports to the Chief Financial Officer to provide high level administrative and clerical support including; Scheduling of meetings, room reservations, food ordering, and recording meeting minutes.
Coordinates vendor meetings, scheduling demos, training, and project meetings.
Schedules and attends all budget and ALCO meetings. Records meeting minutes and distributes documentation for review. ALCO, Govenda ownership.
Point person for insurance renewals for the following; Cyber, D&O/Bond, P&C, and etc. Schedules meetings and receives and distributes proposals. Works with CFO to distributes requests, gather information, review materials, and submits to the broker after CFO review.
Responsible for timeclock requests and approvals for staff.
Enters and codes Accounts Payable invoices, and expense reports for CFO.
Manages DocuSign electronic files including; Incoming, distributing, and storing of documents.
Creates EOS packets for the EMT quarterly meetings.
Maintains the Monday.com board for the Accounting Department and acts as the project point person.
Gathers documents for TPRM for both annual and new vendor reviews and disseminates information to TPRM.
Schedules meetings for Model Risk, assists CFO with agenda and Govenda creation. Updates the Monday.com board accordingly, follows up with assigned owners, and records meeting minutes. Distributes and receives quarterly model update forms, updates the inventory quarterly, ensures policy and procedures are reviewed annually, and acts as a point person to validate ordering schedule owned by each model owner.
Represents Lincoln Savings Bank in a positive light in all professional duties. Including participating in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank.
Performs other duties and responsibilities as defined by Management.
College degree or equivalent experience in financial services required
3+ years’ experience of administrative and clerical procedures
Ability to work with customers and confidential information
Strong written and verbal communication skills
Excellent organization and planning skills
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)