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Bristol County Savings Bank · 8 hours ago

Executive Assistant to the CRO & CIO

Taunton, MA

Full-time

Hybrid

Senior Level

$55K/yr - $89K/yr

5+ years exp

Bristol County Savings Bank is a full-service financial institution that has been serving the community since 1846. The Executive Assistant provides comprehensive administrative support to the Chief Revenue Officer and Chief Information Officer, managing complex schedules, communications, and operational tasks to ensure the executives' time is optimized for strategic goals.

BankingFinancial Services

Responsibilities

Coordinate and manage complex calendars, schedule meetings, appointments, and conferences ensuring that executives are prepared with all necessary information

Act as a primary liaison and gatekeeper, screening and directing incoming calls, emails, and correspondence

Draft, proofread, and prepare confidential communications, memos, and reports on behalf of the executives

Prepare agendas, presentations, and supporting materials for various meetings, including management, department, and committee meetings

May attend meetings to take accurate minutes and track action items to ensure timely completion

Coordinate meeting and workshop logistics, manage room set-up and meeting details, serve as an internal/external liaison, own catering and food pick-up requests, provide reception support, manage office reservations and space conflict resolution, help related departments during surge periods and operate as a go-to resource for leadership team needs

Arrange and coordinate travel logistics as business needs and personal preferences dictate

Process and reconcile expense reports, invoices, and budgets, ensuring compliance with bank policies

Assist the CRO with facilitating and organizing reports on overall loan and deposit activity, including loan and deposit growth, branch performance, quality control, credit risk, delinquency, collections and regulatory compliance

Support the CRO in preparing materials for meetings with the Board of Directors related to lending/deposit activities and credit quality

Direct the allocation and tracking of premium entertainment assets while overseeing all hospitality suite logistics and catering procurement to support business development objectives

Coordinate and manage administrative tasks related to vendors and third-party partners for the IT department

Assist the CIO in tracking and following up on action items related to information technology and digital strategy initiatives

Track and manage the timely completion of all IT policy reviews, compliance documentation, and other routine deliverables by coordinating workflows, communicating deadlines, and providing proactive support to ensure executive deliverables are met without disruption

Provide back-up support to other EA colleagues, collaborating with team members to maintain good understanding of pending tasks and priorities

Positively contribute to bank culture by playing an active role in training new team members and assisting in planning events; participate in team-related activities acting as a role model consistent with bank standards

Perform other related duties as requested or as responsibilities dictate

Qualification

Executive-level administrative experienceMicrosoft Office SuiteFinancial acumenCommunication skillsOrganizational skillsTeam collaborationTime-management skillsProblem-solving skills

Required

A bachelor's degree in business administration, finance, or a related field is strongly preferred

A minimum of 5 years of executive-level administrative experience, preferably supporting C-level executives in the banking or financial services industry

An understanding of banking operations, particularly with respect to lending and technology functions, is highly beneficial

Exceptional verbal and written communication skills with a professional and diplomatic demeanor; ability to effectively alter approach to match leadership style and team preference

Strong proficiency in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and experience with relevant bank software and collaboration tools would be preferred

Proven ability to handle highly confidential information with integrity and discretion

Superior organizational, time-management, and prioritization skills, with meticulous attention to detail

Highly motivated; self-starter who can anticipate needs, work autonomously, and resolve issues efficiently in a fast-paced, high-pressure environment

The ability to manage multiple priorities for two executives with different departmental needs

Demonstrated ability to meet deadlines, prioritize assignments, juggle multiple tasks simultaneously

Ability to action feedback (formal and informal) to ensure that each leadership team member receives high-level, tailored support based on their individual preference and working style

Proven ability to work cooperatively with other team members; understands and adheres to the Bank's code of conduct at all times

Valid driver's license and reliable personal transportation for company-related travel or errands

Must be able to lift and move objects weighing up to 30lbs regularly

Preferred

Strong proficiency in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and experience with relevant bank software and collaboration tools would be preferred