Executive Assistant I

Business Support/Technical Skills

• Learning and understanding how to use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• Learning Key's policies and procedures in relation to Workday Expenses, Workday Time, Workday Procurement, Workday HR, CWT/Concur, IDM/ServiceNow requests, and facilities/maintenance requests.

• Asking appropriate questions to gain understanding to utilize all technology platforms

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• Ability to utilize all technology platforms including Workday Expenses, Workday Time, Workday Procurement, Workday HR, CWT/Concur, IDM/ServiceNow requests, and facilities/maintenance requests

• Knows Key's policies and procedures in relation to expenses, Time, Supply Ordering, Travel, IDM/ServiceNow

• Guides and enforces Key's policies within their respective team

• Understands the urgency surrounding travel and making sure we are booking 14 days in advance where possible

• Prioritizes staff's data tool needs in IDM/ServiceNow and makes sure everyone has appropriate access including new hires

• Expert in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Key's Policies and Procedures, and all technology platforms

• Guides and enforces Key's policies within their respective team

• Trusted advisor and subject matter expert for other administrative staff as well as their team to problem solve and find appropriate answers for issues that arise with the technology platforms

• Can provide training for staff when needed on any of the technology platforms

• Proactive in any new development with the technology platforms and looks for ways to streamline processes where it is appropriate

• Where applicable:

• Facilitate Know your Customer (KYC) process including RSQ, MCA, Beneficial Ownership, Dealink

Critical Thinking

• Communication - Verbal & Written

• Resourcefulness

• Ownership (focus on work quality and completeness)

• Occasionally speaks-up on issues during in-person/email conversations

• Learning the team dynamic and overall structure of KBCM to communicate to the correct group/employee

• Asks appropriate questions to properly provide quality work

• Develops and leverages relationships with peers in product/industry groups

• Keeps Segment Head/LOB team up to date on progress and timing of expenses, travel, meetings

• Demonstrated ability to make contributions to drafting memos, emails etc.

• Demonstrated ability to execute all formatting standards efficiently

• Creates client ready materials needing minimal revision (i.e., itineraries, logistics, invitations etc.)

• Good rapport and positive attitude with their team as well as the other administrative staff

• Effectively and decisively communicates on assignments to limit the need for multiple interactions with segment head and/or staff

• Professional liaison that facilitates information flow, using clear and fact-based communication

• Anticipates deliverables for upcoming milestones and is prepared with information without being asked

• Takes assignments through to completion with limited supervision or guidance

• Understands drivers behind prioritizing assignments

• Can balance multiple assignments while exceeding timing and quality expectations

• Understands how to engage appropriate product partners without prompting

• Trusted to interact, at the appropriate level, with current clients, prospects, as well as internal employees

• Good rapport and positive attitude with their team as well as the other administrative staff

• Demonstrates creativity in developing unique and professional presentations

• Displays professionalism and expertise in written and electronic communications

Accountability and Teamwork

• Team player - can work with all team members as well as administrative staff to complete tasks

• Professionalism - sets a good example (i.e., attire, etiquette, punctuality)

• Asks appropriate questions to properly provide quality work

• Learning the needs and deadlines of the team

• Team player - can work with all team members as well as administrative staff to complete tasks

• Professionalism - sets a good example (i.e., attire, etiquette, punctuality)

• Positive and constructive attitude

• Approachable and always willing to help anyone when the need arises

• Stays positive even when faced with adversity in an assignment

• Team player - can work with all team members as well as administrative staff to complete tasks

• Accountability - When issues/conflicts arise, knows how to research to solve the problem and understands when to escalate as appropriate

• Holds themselves to a higher standard when completing their assignments

• Handles confidential information and understands the importance of maintaining discretion

• Professionalism - sets a good example (i.e., attire, etiquette, punctuality and responsiveness)

• Positive and constructive attitude

• Approachable and always willing to help anyone when the need arises

• Stays positive even when faced with adversity in an assignment

Time Management

• Displays an appropriate urgency when completing assignments

• Understands drivers behind prioritizing assignments

• Completes all tasks in an efficient manner

• Communicates timing of deliverables to the team or segment head

• Seeks opportunities to remain productive during "down time"

• Demonstrates effective teamwork with junior staff (i.e., sharing best practices and resources)

• Anticipates deliverables for upcoming milestones and is prepared with information without being asked