What are the responsibilities and job description for the Administrative Assistant position at City First Bank N.A.?
Description
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our lending activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
The position of Administrative Assistant will provide high-level administrative support in a dynamic, mission-driven financial institution. The ideal candidate will be detail-oriented, highly organized, and possess excellent communication and technical skills.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Provide comprehensive administrative support to the Chief Credit Officer, including calendar management, travel arrangements, and meeting coordination.
- Prepare, edit, and format reports, presentations, and correspondence using Microsoft Word, Excel, and PowerPoint.
- Take accurate and thorough minutes during meetings, ensuring timely distribution and follow-up on action items.
- Maintain and organize confidential files and records related to credit, compliance, and board reports.
- Assist with project tracking, report generation, and data entry, particularly using Excel for spreadsheets and financial tracking.
- Support the coordination of internal and external meetings, including scheduling, logistics, and material preparation.
- Liaise with other departments and external partners to support the work of the Chief Credit Officer and the credit team.
- Perform general office duties such as answering phones, responding to emails, filing, and processing invoices.
- Uphold strict confidentiality regarding sensitive organizational and client information.
- Maintain the approved vendor list and follow-up annually for required items such as insurance, licenses, etc.
- Order supplies, as needed and maintain the office area
- Maintain the departments annual training calendar
- Other duties as assigned by the Chief Credit Officer
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
- Associate’s degree in Business Management or related field, or equivalent experience, with a minimum of 2 years of administrative support experience—preferably in financial services, banking, or community development.
- Strong proficiency in Microsoft Office Suite, especially Excel (formulas, spreadsheets, formatting), PowerPoint (presentation creation), and Word (document preparation).
- Demonstrated experience taking and preparing professional meeting minutes.
- Prior experience supporting a senior executive is highly preferred.
- Excellent organizational, verbal, and written communication skills.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Strong attention to detail, with a proactive and problem-solving mindset.
- Commitment to the mission and values of community development and financial inclusion.
CERTIFICATIONS
- None required
- Certified Administrative Professional (CAP) or equivalent certification, preferred
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
- Ability to work in a team environment, as well as working independently.
- Good organizational skills, and ability to multi-task and prioritize duties in order to meet deadlines in a timely manner.
- Ability to follow directions, with excellent attention to detail and accuracy.
- Basic Math skills, including the ability to add, subtract, multiply, divide numbers.
- Basic English skills, including the ability to compose routine correspondence.
- Effective oral, written and interpersonal communication skills.
