Executive Assistant to the President, CEO, & Chairman of the Board jobs in United States
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BankIn Minnesota · 1 day ago

Executive Assistant to the President, CEO, & Chairman of the Board

BankIn Minnesota is seeking an Executive Assistant to provide high-level administrative support to the President, CEO, and Chairman of the Board. The role involves managing complex projects, scheduling, correspondence, and ensuring efficient office management.

BankingCustomer ServiceFinancial ServicesNon Profit

Responsibilities

Provide administrative support to the President/CEO/Chairman to assure all duties are handled in a timely, efficient, and discreet/confidential manner
Prepare business and personal correspondence, documents, and various reports for the President/CEO/Chairman, other executive management staff, and internal as well as external audiences
Send daily calendar recap/highlights and daily reports for Grand Rapids State Bank (GRSB) and Minnesota Lakes Bank (MNLB) each morning
Schedule and prepare monthly and annual GRSB and MNLB board reports and minutes to be reviewed by board members and bank examiners
Disburse GRSB and MNLB checks to directors after board meetings and confirmation of attendance
Prepare quarterly board reports and minutes for Wilcox Bancshares, Inc. (WBI)
Keep track of, and independently, make sure that certain monthly, quarterly, semi-annual and annual tasks are completed and kept current (i.e. agenda items for townhall meetings at GRSB and MNLB quarterly, balance sheet and statement of earnings (short version) to shareholders quarterly, schedule WBI Minnesota estimated corporate tax quarterly, renew Secretary of State business renewals annually, etc.)
Manage calendar, schedule appointments for the President/CEO/Chairman and have any related information available for review prior to scheduled meetings to ensure proper preparation
Submit PTO requests of direct reports for review, approve/deny in Self Source, and add to President/CEO/Chairman’s calendar along with employee birthday’s
Prepare and send sympathy cards for GRSB (print out customer profile and notify appropriate officers)
Order plants or floral arrangements for funerals, staff, or the bank as instructed by the President/CEO/Chairman
Facilitate event planning (post-holiday parties, shred day, flag pins, etc.) and distribution of event tickets (Reif, Riverfest, Minnesota Vikings, etc.)
Maintain GRSB Christmas card list and format MNLB Christmas card list for printing company and confirm and organize staff Christmas gifts
Ensure proper signage is posted and removed at GRSB in a timely manner and monitor bulletin boards for appropriateness and date sensitive events
Execute multiple projects concurrently that may be complex in nature with minimal supervision and utmost confidentiality
Prepare documentation and maintain files for large-scale projects
Maintain filing system for the President/CEO/Chairman as requested
Prepare monthly and annual reports and minutes for various committees as directed
Provide telephone support and either gather important information to pass along or redirect to the appropriate person/department
Evaluate and distribute bank and personal mail to appropriate parties
Processing of related loan documentation to ensure bank regulatory requirements are met
Maintain daily input of tickler information of real estate files to track real estate tax delinquencies which could affect position of banks interest
Prepare annual update of delinquent real estate taxes on all parcels mortgaged to GRSB from various county websites
Additional duties
Willingness to work outside of normal business hours as needed and as directed
Provide personal support as needed and directed
Provide notary services as needed
Other duties as assigned

Qualification

Executive support experienceBanking environment experienceProject managementConfidentiality handlingNotary servicesEvent planningCommunication skills

Required

Ten years of executive support in a banking environment

Preferred

Two years post-high school degree or equivalent certification preferred

Benefits

Health, dental, vision & life insurance
Long & short-term disability
401(k)
Paid holidays
Paid time off

Company

BankIn Minnesota

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BankIn Minnesota provides members with the resources and advocacy they need to remain independent, effectively compete in the financial industry, grow their banks, and positively impact the economy in their local communities.

Funding

Current Stage
Early Stage

Leadership Team

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Jim Amundson
President & CEO
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Company data provided by crunchbase