Business executive personal assistant
Overview
Lloyds Overview: Lloyds Bank Corporate Markets, plc (“LBCM”) forms an integral part of Lloyds Banking Group, a UK-focused retail and commercial bank with more than 30 million customers globally. We have been operating in North America for over 100 years, providing a client-focused approach for global businesses with strong links to the UK. Our New York operations provides a gateway between the UK and North America for financial institutions and large corporate clients, offering core banking products such as lending, trade finance and a range of debt capital and financial markets services through our US broker dealer, Lloyds Securities Inc. Lloyds Bank is committed to attracting, retaining and developing the best talent in the industry and embracing the diversity of our people. We offer our colleagues ongoing training, development, mentoring and networking opportunities, as well as competitive benefits and vacation leave. We are dedicated to working with our community and offer a range of volunteering and fundraising activities throughout the year. Diversity and inclusion are a part of who we are at Lloyds Bank. Lloyds North America strives to create a culture where every individual feels included, and empowered to be their best. Providing equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. Lloyds values diversity in all backgrounds and experiences and wants their employees to bring their “whole self” to work! Reasonable Accommodations for Qualified Individuals with Disabilities During the Application Process Lloyds North America is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you have a disability and require a reasonable accommodation in order to participate in the application process, please contact our Human Resources Dept at: [email protected] Role Overview The Personal Assistant will provide high-level administrative and business support to the Business Executive. This role is pivotal in ensuring the smooth operation of executive functions, facilitating communication, and supporting strategic initiatives. The Personal Assistant will manage schedules, coordinate meetings, prepare materials, and act as a liaison between the Business Executive, leadership team, and key stakeholders. Responsibilities- Serve as the primary liaison for the Business Executive and senior team members, managing communications, calendars, meetings, travel, and expense processing.
- Coordinate leadership meetings and events, including agenda prep, minute-taking, and action tracking.
- Support regulatory and organizational tasks such as records management, IT systems recertification, and business continuity planning.
- Prepare presentations, reports, and correspondence for executive and board-level engagements.
- Maintain desk procedures, filing systems, and ensure policy compliance.
- Manage relationships and communications with senior stakeholders, including overseas offices.
- Handle incoming mail, compile reports, and provide management information as needed.
- Prioritize and manage multiple tasks under tight deadlines, supporting strategic initiatives and special projects.
- Bachelor’s degree in Business, Finance, Economics, or related field.
- Minimum 3 years’ experience in a corporate or executive assistant role, preferably within banking or financial services.
- Experience supporting senior stakeholders and managing confidential information.
- Strong organizational and time management skills; ability to multitask and prioritize.
- Excellent written and verbal communication skills.
- High attention to detail and accuracy in all work.
- Strong analytical and problem-solving abilities.
- Proactive, collaborative, and adaptable approach.
- Advanced proficiency in MS Office (Excel, PowerPoint, Word).
- Professional demeanor and strong work ethic.
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