• Research and process customer chargebacks. • Process refunds using the company's ERP system. • Manage UPS investigations and claims. • Investigate suspicious or fraudulent account activity. • Prepare daily and weekly reports. • Contact customers to resolve payment-related concerns. • Escalate critical account issues when necessary. • Assist with projects, training, and additional operational tasks. • Collaborate with cross-functional teams to improve processes.

• Coordinate communications and interface with internal and external business partners ensuring tasks are completed • Research and provide input on various projects and initiatives the Company may be considering • Schedule meetings and appointments recognizing the importance of deadlines and responsiveness • Maintain an organized filing system of electronic documents • Prioritize responsibilities ensuring those most critical are resolved • Prepare reports and analysis of special projects as required • Uphold and maintain strict adherence to matters of confidential nature

• Proactively provide personalized administrative support for multiple members of the Executive Leadership Team (‘ELT’) and/or Senior Leadership Team (‘SLT’) ensuring routine and complex matters are handled in a timely and professional manner. • Calendaring – manage all calendar items, ensure invitations are sent to appropriate audiences, resolve conflicts, anticipate future items and potential conflicts, manage deadlines, ensure sufficient working time. • Meeting Management – schedule with appropriate audiences, manage responses, resolve conflicts as needed, coordinate tasks such as contacting participants, preparing agendas, taking and distributing meeting minutes. • Event Management – ensure that all arrangements for any corporate sponsored events, industry events, and internal events are completed including travel, room reservations, registration, speaking engagements, etc. through collaboration with internal and/or external teams. • Expense Report Management – ensure that expenses are filed in a timely manner and in accordance with Accounting and Billing policies and deadlines. • Invoice processing – ensure that invoices are approved in a timely manner – gather any needed information for an informed decision. • Travel – book and manage all travel requests including airfare, hotel, ground transportation, dining reservations. Ensure information is readily available per the leader’s preference. • Presentation and Reports – develop reports and presentations using the appropriate templates as needed. Proofread for acceptability prior to providing to the requestor. Distribute as directed. • Manage Correspondence – process email, US Mail, packages, etc. based on agreed upon access with the leader. Route correspondence or action items to appropriate staff and request action/information as needed. • Committee Support – where applicable, attend meetings, take minutes, and report on action items as needed. Prepare and maintain correspondence and documents. Act as custodian of corporate documents and records. • Onboarding – working with HR to onboard assigned new leader.

Executive Assistant Job Level: Analyst Location: New York, NY, US, 10172 Employment Type: Full Time Requisition ID: 7522 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $87,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description SMBC is seeking a highly energetic, well-organized Executive Assistant to support the Head of Structured Finance Solutions. This role is essential in ensuring seamless day-to-day operations, managing complex schedules, coordinating travel and meetings, and serving as a key liaison across departments. Role Objectives - Provide dedicated support to a senior executive - Managing schedule and calendar through Outlook - Collaborate with other Executive Assistants to align priorities and maintain seamless scheduling - Arrange and book business travel, client meetings, conference calls, and reserve meeting rooms or external venues as needed - Handle expense reporting and reconciliation for travel, meetings, industry events, using CONCUR and COUPA - Order business cards, submit maintenance requests, and manage office supplies procurement - Coordinate food and beverage services for client meetings and make business dinner reservations - Handle confidential information with discretion and professionalism - Coordinate and prioritize incoming requests and ensure timely responses Qualifications and Skills - Prior experience in an administrative or executive assistant role - Bachelor’s degree in business administration, Communications, or a related field (preferred) - Strong collaboration skills and the ability to build positive relationships with other EAs - Excellent written and verbal communication skills - Solid PC literacy including Microsoft Word, Excel, Power Point, PDF tools - Familiarity with CONCUR and COUPA preferred - Ability to multitask and prioritize effectively in a fast-paced environment - Exceptional attention to detail and commitment to high-quality work - Excellent organizational and time-management skills SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.