Heather Foster

Act as Proxy for the Head of Wholesale Banking Enablement & Execution (WBEE) to ensure all access reviews, attestations and certifications, expenses and trainings are completed on time; Remind appropriate Senior Leadership Team members of deadlines; Input and approve time; Facilitate WebEx and/or Teams meetings; Champion the communication of important topics internally and externally especially during bi-weekly staff meetings and weekly staff email; Prepare communication emails/documents sent to teammates such as: memos, letters, promotions, recognitions, responses, etc.; Plan, coordinate and facilitate events onsite and offsite; Perform tasks to fully support leader’s office in daily operations- manage calendar, monitor and address inbox, confirm deadlines are met and urgent matters are addressed; Pull reports, field incoming phone calls into office, relay detailed messages; Order department supplies; Interact with vendors and clients, as necessary; Support the Mid-Year and Annual Review processes by drafting, scheduling reviews, submitting necessary forms, assisting in salary planning and allocation of stock, etc.; Maintaining key client/prospect list so time in markets is used with the highest value clients/prospects; Help manage promotional and charitable activities and help evaluate year-to-date expenses; Work with Truist Marketing & Events for any WBEE events; Assist leaders with administration system tasks such as Workday, Concur Travel and expense policy knowledge, report exceptions, requests for disbursement. Access to sensitive and confidential information, Liaison with executive offices, serve as back-up for EA assisting Head of Wholesale Banking.Act as Proxy for the Head of IS&A to ensure all access reviews, attestations and certifications expenses and trainings are completed on time; Remind appropriate Senior Leadership Team members of deadlines; Input and approve time; Facilitate WebEx and/or Teams meetings; Champion the communication of important topics internally and externally especially during bi-weekly staff meetings and weekly staff email; Prepare communication emails/documents sent to teammates such as: memos, letters, promotions, recognitions, responses, etc; Plan, coordinate and facilitate events with Executive Leadership; Perform tasks to fully support leader’s office in daily operations- manage calendar, inbox, deadlines and urgent matters; Pull reports, field incoming phone calls into office, relay detailed messages; Order department supplies; Interact with vendors and clients, as necessary; Support the Mid-Year and Annual Review processes by drafting, scheduling reviews, submitting necessary forms, assisting in salary planning and allocation of stock, etc.; Maintaining key client/prospect list so time in markets is used with the highest value clients/prospects; Help manage promotional and charitable activities and help evaluate year-to-date expenses; Work with Truist Marketing & Events for any IS&A events; Assist Head of IS&A in Board and Membership Commitments such as Truist Foundation; Assist leaders with administration system tasks such as Workday, Concur Travel and expense, policy knowledge, report exceptions, requests for disbursement.

Assisting four senior bankers, Providing logistical support to visiting executives, coordinating with other Executive Assistants to arrange accommodations, transportation and personal assistance; Coordinating logistics for conferences and seminars, including travel arrangements and venue reservations; Scheduling and planning meetings and conferences, including site-to-site video conferencing calls across multiple time-zones, which helps to streamline business operations; Answering phones and emails on behalf of executives with efficiency; Coordinating senior executive travel accommodations and schedules for team and consultants; Providing high-level support on broad range of business initiatives, aiding Administrative team with special projects including events; Coordinating reviews and interviews bi-annually for 30+ reports.

Organize a highly complicated and challenging schedule for C-Suite Executive overseeing multiple functions; Work autonomously based on patterns and preferences to determine priorities; Assist Executive’s direct reports at a VP level with varied administrative assistance; Manage expenses for Executive and multiple VPs; Book international travel; Arrange complicated itineraries for international meetings to include entire team site visits; Liaison with international employees for ground transportation and amenities; Organize and attended high level leadership meetings, Record and distribute meeting minutes and follow up on actionable items; Assist in large project success by providing administrative functions to teams reporting up to leaders; Reorganize campus usage of conference room space to serve large project needs; Assist all levels for two departments with various needs to aid in the success of executive; Schedule confidential VP level interviews; Correspond with other C-suite offices, vendors and customers; Exposure to highly sensitive confidential information; Organize and oversee large events for departments.

Maintain and coordinate multiple C-Suite level schedules; Serve as a professional representative of the CEO to executive clients, investors and board members; Collaborate with other administrative team members, human resources and the finance department on special projects and events; Provide logistical support to visiting executives in coordination with other Executive Assistants; Write and distribute meeting minutes to appropriate individuals; Arrange appropriate travel, visas, agendas, necessary contacts and country information; Schedule Board of Directors meetings and assist with appropriate materials; Event planning for corporate holiday party and conventions; Coordinate calendar and conference room needs for large complicated projects; Coordinate high level interviews across several busy calendars; Manage and reconcile company credit cards for departmental use; Review operating practices and implement improvements where needed;  Facilities management – maintaining office environment; Liaise with janitorial service and building security to arrange service and repairs as needed; Furniture orders and office design.

Office Coordinator - Book a high volume of travel for company employees; Implement travel request system for better organization;  Coordinate with office vendors and suppliers; Incoming and outgoing communications; Reduced cost with multiple office supply vendors.

Accounts Payable/Receivable -  Run complex data exports from Visa Information Management; Reconcile 30+ credit card statements monthly; Responsible for sensitive account information.

Support two partners in Litigation, Personal Injury and Corporate Law; Calendar and ensure deadlines are met; Prepare invoices; Client file and office organization; Handle monies and transactions through client Trust accounts; Dictation; Process assigned cases according to company and client service level agreements; Correspond with clients, insurance adjusters, doctors and attorneys; Draft legal complaints, summons and interrogatories; Redact confidential information from all legal documents on a case by case basis. Issue subpoenas for all necessary records in preparation for trials.Handle highly sensitive and confidential information. 

Manage schedules and assist in meeting deadlines; Maintain attorney time entries; Review and finalize pre-bills and billing; Serve as initial point of contact for clients; Create and maintain client files; Scan and convert various documents;  Dictation; Compose and type routine correspondence and legal documents; Route incoming and outgoing communications; Coordinate all aspects of travel arrangements; Responsible for implementing a new online method for updating pleadings using Worldox software;   Assist with Marketing; Prepare marketing brochures  and e-mail blasts to newsletter subscribers; Coordinate and hostess educational seminars.