Executive Assistant

MUFG Union Bank, N.A.
San Diego, CA Remote Full Time
POSTED ON 2/17/2022 CLOSED ON 4/20/2022

What are the responsibilities and job description for the Executive Assistant position at MUFG Union Bank, N.A.?

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential. 

Join Union Bank, where being inspired is expected and creating results is rewarded.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.

Position Overview:

As a Regional Bank Executive Assistant, you will perform complex administrative responsibilities involving the exercise of independent judgment, initiative, and diplomacy. You will also be responsible for project coordination activities.

Major responsibilities:

  • Answer complex inquiries that require a thorough knowledge of the division or group's policies and procedures.
  • Generate highly confidential materials in the form of memos, correspondence, and letters from drafts.
  • Review drafts and finished documents for correct grammatical usage.
  • Coordinate agenda and materials for meetings involving high-level executives and leadership teams.
  • Collect data and conduct research for the maintenance and compilation of financial spreadsheets.
  • Maintain supervisor's calendar, coordinate, and arrange large and/or recurring meetings, luncheons, conferences, and seminars.
  • Respond verbally or in written form to internal and external inquiries, which may involve communicating with high-level management.
  • Perform administrative duties such as ordering office supplies, coordinating travel arrangements, preparing monthly expense reports, etc.
  • Process and coordinate accounts payable and expense reports.
  • May perform personnel activities to include coordination of interviewing/screening, employee orientation, and maintenance of employee profiles.
  • Complete project management activities that may include preparing project timelines, project updates/materials, meeting minutes, and follow-up responsibilities to ensure projects remain on track.

Qualifications:

At a minimum, the right candidate should meet the following criteria:

  • Requires excellent organizational and interpersonal skills as well as problem-solving, negotiation, and follow-up skills.
  • Requires ability to organize and coordinate multiple projects
  • Strong verbal and written communications skills, as well as the ability to communicate with all levels of executive management
  • Highly skilled in Microsoft Office products (Outlook, Excel, Word, and PowerPoint)
  • Requires 3 years of related experience in administrative and/or project management roles.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.


We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law. 

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.

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