Executive Assistant to CEO

FLSA Classification: Exempt

This is a full-time in-person position.

Position Summary

The primary function of this position is to ensure consistent and effective management of daily operations of the office of the President & CEO by managing complex processes, logistics, and communications — including proactive preparation for client, Executive Team, Committee, Board, and Corporator meetings. The role demands exceptional judgment, discretion, and the ability to anticipate needs across a fast-moving executive environment.

Position Responsibilities

Executive Support & Team Dynamics

• Manage and advocate on behalf of the President & CEO and the Leadership Team through strategic time management, streamlined communications, and action accountability to ensure the highest-functioning executive team dynamics and facilitate the success of the Bank.
• Provide non-routine, project-based and administrative support to the President & CEO that requires professional discernment on appropriate urgency and prioritization.
• Provide calendar support requiring prioritization of commitments to ensure that both daily and long-term strategic objectives are met.

Board, Committee & Leadership Meetings

• Attend Board meetings, Board-level Committee meetings, and Senior Leadership Team meetings; produce detailed documentation of those meetings; and track action items to completion.
• Communicate with Board members to ensure effective preparation and timely delivery of materials for Board and Committee meetings.
• Independently write communications (e.g., documentation of Board, Committee, and Leadership Team meetings) on behalf of the President & CEO, while also reviewing and editing documents for accuracy, grammar, style, and formatting.
• Oversee preparation of briefing materials on specific issues and projects.

Research & Data Analysis

• Conduct research on industry trends, peer institutions, regulatory developments, and emerging issues to inform executive decision-making and Board discussions.
• Compile, organize, and synthesize information from multiple sources into clear, concise briefing documents, summaries, and talking points for the President & CEO.
• Gather and analyze operational, financial, and performance data to support the preparation of Board and Committee materials, identifying key trends and highlighting items requiring executive attention.
• Build and maintain dashboards, tracking reports, and summary analyses that monitor progress against strategic initiatives and action items.
• Prepare charts, tables, and visual summaries that translate complex data into accessible formats for executive and Board audiences.

Planning & Coordination

• Independently coordinate ongoing conferences and off-site meetings and events, including (but not limited to) ad-hoc Board events, Senior Leadership meetings, Executive Strategy offsites, and meetings of the Corporators.
• Coordinate other departmental projects as assigned.

Process & Administration

• Initiate and continuously improve administrative processes and procedures.
• Process detail-oriented expense reports with accuracy and timeliness.

Employee Responsibilities

Recognize and demonstrate the Bank’s Core Values:

• We value and respect the contribution of each member of the team. 
  • We work together to support our mutual goals.
  • We foster an inclusive, non-hierarchical environment.
  • We gain a sense of fulfillment through our contribution to the whole.
  • We manage client and company resources responsibly.
• We are passionate about our craft. 
  • Each day our effort is focused on doing better than the day before.
  • Be curious.
  • Expect the highest quality work from ourselves.
  • Enable our creativity with continuous self-improvement.
• We go out of our way to do the right thing. 
  • Going the distance to do right by our customers and colleagues.
  • Protect the confidentiality and privacy of our customers – no matter what.
  • Embody the gold standard of professional ethics.
  • Avoid even the appearance of impropriety.
• We are candid and kind.
  • Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor.
  • Have the courage to be honest.
  • Trust and empower individuals.
  • Hold each other accountable to uphold our values.

Professional Responsibilities

• Maintain high-level knowledge of services in areas of responsibility.
• Maintain functional knowledge of related state and federal banking compliance regulations.
• Demonstrate understanding and adherence to Bank Security procedures.
• Work within procedural limits of position.
• Any other tasks or projects assigned by supervisor.

Physical & Environmental Aspects

• Must be able to stand or sit for long periods of time.
• Work is normally performed in an office environment
• May operate office equipment necessary to perform job function.

Qualifications & Requirements

• Bachelor's degree is preferred, or an equivalent combination of education and relevant experience.
• Minimum of 7–10 years of progressively responsible executive administrative experience, ideally supporting a C-level executive; experience in banking, financial services, or another regulated industry is strongly preferred.
• Demonstrated experience supporting a Board of Trustees and preparing Board- and Committee-level materials.
• Exceptional written and verbal communication skills, with proven ability to draft, edit, and proofread executive-level correspondence and meeting documentation.
• Strong research and analytical skills, with the ability to gather, synthesize, and present data in a clear and actionable format.
• Advanced proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint); comfort building reports, dashboards, and data visualizations.
• Superior organizational and time-management skills, with the ability to manage multiple competing priorities and deadlines with minimal supervision.
• Unquestionable discretion and sound judgment in handling confidential and sensitive information.
• Polished interpersonal skills and executive presence, with the ability to interact effectively with Board members, Corporators, senior leaders, clients, and external stakeholders.
• High degree of professionalism, initiative, and a proactive, solutions-oriented approach.