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Administrative Lead

Company: City National Bank
Location: Beverly Hills
Posted on: March 7, 2023

Job Description:



Leads the daily activities of a small staff of administrative colleagues for a business unit supporting the Manager and a team of professionals. Manages workflow and delegates work to ensure a high level of client service and efficiency. Provides guidance and direction to assigned colleagues overseeing work schedules and assignments. Supports the Manager by performing administrative activities and participates in assigned projects, discussions, and decisions that relates to the location assigned. Ensures confidentiality and compliance of activities and provides information, recommendations and/or direction as requested by the Manager. Frequently communicates with staff and actively partners with other lines of business to convey information.

Risk Management Division
This is a great opportunity to grow your career with a stable and expanding organization as a member of City National's Risk Management team. The focus is on ensuring business activities remain safe, compliant and well-positioned for future opportunity and sustainable growth.


  • Manage workflow, establishes priorities, and determines work assignments for administrative colleagues.
  • Manage work schedules and activities to ensure appropriate coverage and support.
  • Monitors performance and participates in conducting effective performance appraisals.
  • Provides feedback on individual accomplishments, areas of improvement, and problems to Manager and participates in accomplishing objectives.
  • Provide assistance in the understanding and interpretation of Bank and Division policies and procedures, as appropriate.
  • Ensure assigned colleagues are in compliance with specified CNB compliance guidelines
  • Maintain continuity among staff by documenting and communicating issues, actions and continuing needs, and provide feedback to Manager.
  • Serve as the principle point of administrative contact and liaison between management and staff, other LOBs, clients, etc. providing information and assistance as appropriate.
  • Coordinate and schedule various meetings, events, conferences, and pubic activities ensuring availability of facilities, equipment, personnel, materials, and that services are implemented and maintained efficiently and effectively. Coordinate activities with other divisions and outside organizations.
  • Lead/attend meetings. Prepare correspondence, memoranda, documentation and presentation materials for meetings.
  • Review, research, resolve and summarize a variety of statistical and administrative information, including but not limited to client segmentation, new client reporting, colleague surveys, etc. Prepare recurring and ad hoc reports and compose correspondence for timely distribution to PB Manager and professional staff.
  • Perform research and analysis on specific issues, as required, and independently prepares non-routine
  • letters and/or reports, which may be highly sensitive and confidential in nature.
  • Gather information from various sources (i.e., internal files, computer reports, etc.) and organize into specified/established format. Perform various operations (e.g., mathematical calculations, sorting data, etc.) on information gathered from various sources for use by Manager and staff. Contact clients and/or Bank personnel to request information/documentation.
  • Work independently on special projects by organizing and coordinating information and requirements; planning, arranging, and meeting schedules.
  • Represents the Manager and team to both external and internal clients consistent with the CNB culture of relationship management. Ensure quality client service, responsiveness, and effective and efficient support.
  • Learn and master internal computer systems to include "my CNB", Galaxy, etc. and assists others in the maintenance and use of these systems.
  • Set up and maintain a wide variety of manual and electronic materials, filing systems, and databases, receive, screen and route incoming calls. Respond to complaints and inquiries in a timely and efficient manner. Open, sort, and distribute incoming mail.
  • Manage, plan, and forecast the schedule of the Manager and assist in managing emails to ensure timely reply. Draft word documents, spreadsheets, and PowerPoint presentations, as needed.
  • Maintains up-to-date knowledge of Bank policies and procedures.

    Division Specification

    Technology & Innovation

    • Provide administrative support for T&I Senior Leadership Team (meeting schedules/expense reports)
    • Provide administrative support for the overall Division (mail, office supplies, liaison to Premises, etc)
    • Support division reporting (e.g. FTE/Contractor reporting, vacation reporting, Org charts)
    • Organize and lead division social events as part of the People Committee & supporting all sub committees (supporting all 4 sub-committees)
    • As part of the People Committee ensure that Tech Connect Site content/calendar are updated
    • Support overall T&I Event Planning
    • Coordinate the Work from Home program for T&I
    • Acts as a back-up for CIO support


      • H.S. Diploma
      • 4 years in an administrative capacity
      • 2 year basic computer experience required (eg. Microsoft Work, Excel, Outlook, and Powerpoint

        Skills and Knowledge
        • High School Education or equivalent of five years of experience, Bachelor's Degree preferred.
        • Excellent verbal and written communication skills.
        • Excellent interpersonal and client service skills; knowledge of bank policies and procedures.
        • Ability to handle problem situations with colleagues and clients effectively, Strong supervisory or lead experience.


          Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

          *To be considered for this position you must meet at least these basic qualifications
          The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

          Benefits and Perks

          At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .

          City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.


          We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.

          Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: City National Bank, Beverly Hills , Administrative Lead, Administration, Clerical , Beverly Hills, California

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