Executive Assistant jobs at Moss Adams - 786 jobs

Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.

The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.

Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.

Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.

Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications. Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.

A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description We are hiring a highly organized and efficient administrator to join our North America Executive Office team to provide general administrative support. This role is ideal for someone who wants broad exposure to the inner workings of a Regional Executive office, delights in organization and logistics, and is interested in growing their executive administrative and business acumen. Their primary stakeholders will be the NA Head of Business Operations, NA Chief of Staff, Regional President's Senior Executive Administrator and the Executive Assistants of the North America Leadership team. Key Responsibilities: Establish and maintain effective and cooperative professional business relationships with all levels of management, employees, and outside contacts. Handle all materials with the highest levels of discretion and professionalism Perform team support duties including ordering office supplies, booking meeting rooms, and updating distribution lists. Maintain Regional President's content management system: organize weekly and key workstream folders, upload files, and maintain efficient structure for quick access to information Coordinate on-site client meetings in Mission Rock as the primary point of contact for non-SF Sales teams and Executive Assistants, responsibilities may include reserving conference rooms, arranging catering, managing building access and guest Wi-Fi, printing materials, escorting guests, and ensuring IT support Plan and execute Regional President's client dinners and marquee client gifts Maintain spreadsheets of key client contacts for routine and crucial communications in partnership with NA Chief of Staff and Events teams. Coordinate North America Leadership Team onsite and offsite logistics, including conference rooms, catering, team dinners/events, hotel suggestions, ensuring IT support, and other logistical arrangements. Manage and maintain the North America Leadership Team meeting calendar, Outlook events, and milestone recognitions program Serve as designated backup to the Regional President's Senior Executive Administrator. Manage calendar, appointments, and travel for Head of North America Business Operations and NA Chief of Staff as required. Provide site support for team activities such as group meetings and team outings. Coordinate on-boarding of new employees. Working with facilities to assist with space management, workspace move requests and submit facilities work orders. Coordinate and prepare agendas, materials, and minutes for meetings, conferences, and events. Assist with travel arrangements for visiting team members. Assist with developing and updating PowerPoint presentations, Excel spreadsheets, and other charts and documents in support of team activities. Be available to provide last-minute assistance with administrative tasks as needed. Adapt to changing priorities and support both operational and event-related activities. Act as a liaison, problem solver, and facilitator for the department. Provide support for misc. projects and initiatives. Manage and maintain department T&E budget and expense reports. This role will require occasional off-hours work and responsiveness, as well as occasional errands. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Must be located in San Francisco Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD 2.5+ years of administrative experience supporting senior executives. Experience in event planning and/or project coordination experience. Excellent verbal and written communication skills. Strong organizational, time management, and problem-solving skills. Ability to work independently and collaboratively with minimal supervision. Attention to detail and accuracy. Friendly, approachable, team-oriented, culture builder and able to create a welcoming environment . Flexibility and adaptability to changing priorities and deadlines. Must be proficient in Microsoft Office and other relevant software. Fluency in M365 Copilot and Power Automate is a plus. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 129,200.00 to 187,350.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

A leading financial institution seeks a Relationship Executive in Life Sciences Banking to cultivate client relationships and drive business growth. This role requires over 8 years of experience in Commercial Banking, excellent sales and interpersonal skills, and a proven ability to manage risks effectively. The position involves strategic networking and a focus on innovation within the vibrant Life Sciences sector, emphasizing a customer-centric approach. Competitive compensation and benefits are offered. #J-18808-Ljbffr

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self‑Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands‑on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities‑based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market. Job Responsibilities Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions. Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions. Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintaining strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team. Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high‑impact initiatives and transactions. Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients. Oversee and manage the end‑to‑end lending pipeline, ensuring efficient deal flow, high‑quality execution and timely closing of transactions. Serve as a subject‑matter expert in securities‑based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes. Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division. Build, mentor, and develop a high‑performing lending team, fostering a culture of accountability, collaboration, and continuous learning. Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities‑based lending, custom lending and mortgage products. Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products. Required qualifications, capabilities, and skills 10+ years of experience in financial services, with a focus on lending solutions within wealth management. Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment. Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization. Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders. Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results. Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment. SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment. Willingness to travel as needed to support market activities and business development efforts. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr

A leading financial services firm is seeking an Executive Director, Wealth Planner in California. In this role, you will leverage your expertise in tax and trust law to provide customized wealth planning advice. Responsibilities include collaborating with Advisors, presenting leading content on wealth management topics, and serving as a resource for both basic and sophisticated tax strategies. The ideal candidate has over 7 years of experience, strong presentation skills, and the ability to engage clients effectively. #J-18808-Ljbffr

and 1 more Job Information Job Identification 210657302 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 08/28/2025, 06:50 PM Job Schedule Full time Job Shift Day Job Description You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Applied Technology team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. By focusing on world changing technologies across robotics, space, quantum computing, semiconductors, you will support the growth of founders innovating at the intersection of hardware and software. The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills 8+ years of related experience Strong understanding of Commercial Banking products and services Understanding and interest in high growth software, payments, ecommerce and marketplaces Excellent sales management and business development skills Proficiency in building and maintaining positive client relationships Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr

A leading global independent investment bank is seeking an experienced Executive Director to join their Technology financial advisory practice in San Francisco. The ideal candidate will have over 8 years of investment banking experience, particularly in M&A for technology clients. This role involves leading deal origination, managing client relationships, and overseeing quantitative analyses. An MBA from a top-tier school is required. The expected salary for this position is USD $275,000. #J-18808-Ljbffr

The Administrative Assistant - Trust Services is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties. Essential Functions * Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative * Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system * Coordinate documentation and communication with Trust Operations * Verify and/or process transactions, as directed * Initiate specific transactions , as directed * Identify/resolve daily account/administrative issues * Assist with special projects, seminars, and special events * Ensure total document and data integrity * Organize and file correspondence and documentation * Manage personal workload/workflow * Originate and type correspondence/documentation * Answer the telephone * Identify and resolve customer/operational issues * Assist customers, as needed * Partner with Trust personnel and operational staff * Generate customer documents and agreements, as directed * Input new account system information * Monitor overdrafts and excess cash balances in Trust Accounts * Monitor the timely processing of transfers when opening/closing accounts * Process distributions requests and bill payments for clients, as directed * Check previous days operational transactions * Monitor receipt of new account assets and money * Monitor receipt of closing account assets and money * Update current client system information to operations * Deposit/post all transactions * Provide assistance/training to other personnel * Contribute to various committees (as requested) * Perform Committee Secretary duties (as assigned) * Monitor and reconcile daily balance sheets, including those that come from outside record keepers * Coordinate and monitor all incoming rollovers into designated plan * Provide administrative support for all Account Managers/Trust Officers * Assist with audits and special projects as needed * Recommend improvements to procedures * Provide appropriate customer service levels * Minimizing departmental non-payroll costs * Maximize technology tools available * Ensure accuracy of financial data * Communicate problems or areas requiring attention to manager Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Preferred Education High School Diplomaor equivalent Preferred Work Experience 3 - 5 yearscustomer service experience and Trust experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to work with PC's, word processing and spreadsheets Skill in telephone etiquette Clerical aptitude The pay range for this position is generally $21.60 - $24.50 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

***No agencies or 3rd party Recruiters please. Thank you! *** Who we are: Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: We are seeking a Construction Loan Administrative Specialist to join our Construction Lending team! Responsibilities: Communicates with internal and external customers (borrowers, closing agents, loan officers, underwriters, post-closing coordinators, Realtors, builders, etc.) to successfully coordinate functions in the loan's construction disbursement phase. Orders, collects and reviews construction loan documents to ensure conformity with established guidelines and regulations. Facilitates the accurate and timely disbursement of construction funds and performs required disbursement accounting and analysis. Ensures construction projects are adequately insured at all times. Coordinates the builder review process, including file set-up, verification of referrals and credit reporting. Administers the modification of loan terms, interest rate lock confirmation, document preparation, fee and document collection and transfer to other departments. Completes the loan set-up process and conversion from the disbursement phase to permanent phase. Responsible for strict adherence to all compliance and regulatory requirements as well as department policies and procedures. Qualifications: Three or more years' experience with a lender with a focus on construction lending and draw monitoring. Experience with complex Excel spreadsheets. Possess significant experience with construction practices, contractor pay applications, project monitoring of single family residential real estate. Ability to analyze information to recommend, plan and implement processes, technology, etc. Understanding of operational risk management and control methodologies and applicable regulations. Effectively communicate and interact with all levels of the organization. What we offer: Because we recognize and reward hard work, we offer a competitive salary and a full benefits package. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The CEO of a global leading direct access trading firm is seeking a dedicated and proactive personal assistant to join his team of assistants part-time. This is a great internship-style opportunity that is ongoing to showcase strategic and analytical thinking abilities while juggling the private and professional needs of a very active executive. This is a position for someone who thrives in a fast-paced environment and has exceptional organizational skills. Responsibilities Manage both personal and professional tasks, which include reservations, appointments, and any household needs Coordinate international and domestic travel logistics including flight itineraries, hotel reservations and car services. Organize agendas, manage calendar and plan events while prioritizing competing demands Prioritize and manage multiple projects simultaneously, maintaining diligent track of project timelines and deadlines Conduct thorough research on various topics as needed, providing detailed reports and actionable insights to support the CEO's initiatives Handle contract negotiations with third-party vendors, ensuring favorable terms and agreements Wardrobe and style management, personal shopping, procuring, and audit of wardrobe from day to day and special event clothing Perform general admin duties such as; recording meeting minutes, data entry, filing, copying, faxing, mailings, etc. Prioritize and lead multiple projects at a time, keeping diligent track of project timelines and deadlines Uphold a highly organized and detailed to-do list for both the CEO and business and taking careful note of important dates Maintain diligent communication with the rest of the team and ensure all aspects of the business are on track Monitor multiple social media accounts to help grow and expand online presence on existing and emerging social platforms Additional Personal / Creative / Executive Assistant duties as needed Requirements Incoming Freshman of Sophomore pursuing a Bachelor's Degree from an accredited university Must be able to provide SAT and/or ACT scores in order to be considered Ability to provide clear and concise oral and written communication A self-starter who is eager, optimistic, and has a “no task too small” mindset Must be able to work 10-15 hours per week Pays $39/ hour Visa sponsorship available

Information Hiring Manager: Administration Manager Department: Administration The Administration Department is responsible for providing administrative and logistical support to the entire organization. The role of the department is to keep the office organized and ensure that everything runs smoothly. In addition, the Administration Team makes sure that policies and procedures are being followed. The department's primary responsibilities include scheduling, expenses, travel and assisting with other duties allowing those they support more time to carry out their responsibilities. Position Responsibilities The primary focus of this position is to provide support to 2-3 Senior Leaders within the Investor Partners Group ("IPG") with demanding schedules and frequent travel, while also serving as primary backup to the President's Executive Assistant. This role requires someone who is dedicated to producing the highest quality of work, regardless of the task, and project management. The position requires the candidate to be available on occasion during non-working hours and weekends. Responsibilities include, but are not limited to, the following: * Provide full administrative support to 2-3 designated Senior Leaders including complex calendar management, travel coordination, expense processing and meeting logistics * Provide backup support to the President's Executive Assistant during peak periods, out of office coverage or special projects * Handle office-related tasks such as printing, scanning, document preparation and logistical coordination to support the efficient functioning of the President's Office * Assist with overflow requests and administrative follow-ups to allow the President and his Executive Assistant to focus on priorities * Track open items, provide timely status updates and ensure key follow-ups are captured and addressed * Collaborate closely with the IPG Administration Manager to maintain alignment on priorities, coverage needs and Administration Team communications * Partner with other members of the Administration Team to ensure continuity of executive support across the organization * Coordinate cross-functional projects, prepare meeting materials * Ad-hoc duties / projects as assigned Candidate Requirements Qualifications & Experience: * Bachelor's degree or equivalent education required * Minimum 5 years of relevant work experience * Have outstanding verifiable references * Ability to maintain confidentiality to the highest degree and discretion in all circumstances * Mature and collegial individual who is positive, proactive, detail-oriented and persistent and grasps the broader picture * Demonstrates poise and grace under pressure * Proactive and anticipatory; a flexible self-starter who is willing to pitch in wherever needed * Tech savvy; easily grasps new programs and applications * Flexibility to work outside of strict job description parameters, thinking creatively about how to provide highest quality internal customer service * Excellent project management skills * Process-oriented; enjoys developing and implementing systems and documents * Able to build rapport and credibility quickly with household staff, the corporate office and vendors * Able to communicate effectively and readily with managers and the C-Level Executives * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. * Administrative Excellence: Understands administrative processes and systems (e.g., documentation, calendars, budgets, office management) and balances multiple priorities while maintaining accuracy. * Internal Customer Focus: Understands internal customers' business and carries out administrative responsibilities to meet business needs and ensure satisfaction. * Facilities Knowledge: Utilizes knowledge of facilities maintenance, office automation, and related processes to address issues and optimize performance. * Office Automation: Understands office automation and drives related processes, leveraging an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. * Vendor Management: Manages and coordinates with external vendors. Researches and identifies new vendors as needed and monitors performance. * Project / Program Management: Manages projects and / or programs through planning, identifying resources, monitoring and communicating project activities and assessing impacts of project decisions. Compensation and Benefits For New York Only: It is expected that the base salary range for this position will be $100,000 - $130,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.

Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team. When you join us, you're joining a people-first culture built on respect, development, and service. In this position you will have the opportunity to work closely with executive leadership and contribute to the Bank's strategic direction. This is a meaningful role within a community-focused financial institution committed to employees, customers, and the communities it serves, while offering a competitive compensation and comprehensive benefits package. Summary/Objectives The Executive Assistant to the President & CEO provides high-level administrative, organizational, and strategic support to the Bank's President & Chief Executive Officer. This role requires exceptional discretion, judgment, and professionalism, as well as the ability to manage complex priorities in a fast-paced, highly confidential environment. The Executive Assistant serves as a trusted partner to the CEO and acts as a key liaison between the CEO, senior leadership, Board members, and external stakeholders. Key Responsibilities Executive & Administrative Support * Provide comprehensive administrative support to the President & CEO, including calendar management, meeting coordination, travel arrangements, and expense reporting. * Anticipate needs, proactively manage priorities, and ensure the CEO is prepared for meetings, presentations, and events. * Draft, edit, and format correspondence, reports, presentations, agendas, and talking points on behalf of the CEO. Board & Governance Support * Coordinate logistics for Board of Directors and committee meetings, including scheduling, meeting materials, and follow-up items. * Prepare and distribute Board packets, agendas, and supporting documentation in a timely and professional manner. * Maintain official records, resolutions, and governance documents in accordance with regulatory and internal requirements. Confidentiality & Communication * Handle highly confidential and sensitive information with discretion, professionalism, and sound judgment. * Serve as a point of contact between the CEO and internal/external parties, prioritizing communications and ensuring timely responses. * Maintain strong working relationships with senior leaders, regulators, community partners, and external vendors as appropriate. Operational & Project Support * Assist with special projects, strategic initiatives, and cross-functional coordination as assigned by the CEO. * Track action items, deadlines, and deliverables to ensure follow-through and alignment with organizational priorities. * Support internal communications, leadership initiatives, and community or industry-related engagements. Requirements Education & Experience * Associate's degree required; Bachelor's degree preferred; or equivalent combination of experience and training. * Demonstrated experience providing high-level administrative, operational, or executive support in a professional environment, with the ability to manage complex priorities and confidential information. Experience supporting senior leadership is preferred. * Experience in banking, financial services, or a regulated environment strongly preferred. Knowledge, Skills & Abilities * Exceptional organizational, time-management, and prioritization skills. * Strong written and verbal communication skills with a high level of attention to detail. * Demonstrated ability to handle confidential information with discretion and integrity. * Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort with collaboration and document-management tools. * Ability to work independently, exercise sound judgment, and adapt to changing priorities. * Professional presence and interpersonal skills appropriate for interaction with executives, Board members, and external stakeholders.

Requirements EDUCATION & EXPERIENCE: Candidate will have an Associate's Degree with at least 3 years directly supporting a CEO or executive leader. A combination of education and experience is acceptable. Experience working with senior executives. Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams, and SharePoint) Proficient and experienced in Google Suite, Squarespace, Mailchimp, Salesforce, Zoom, Eventbrite, etc. QUALIFICATIONS: Excellent interpersonal and written communication skills. Ability to work well with all members of a diverse organization. Excellent computer, organizational, and administrative skills. Supervisory experience. Ability to self-teach and be creative. Strong organizational and time management skills. Superior writing and proofreading skills. Ability to synthesize writing from various writers into one cohesive voice. Excellent ability to handle confidential and/or sensitive information. Strong project management skills. Ability to successfully manage multiple projects and balance multiple priorities while maintaining a positive outlook and to work effectively in a team environment. Thoroughness, accuracy, and timeliness in completing essential duties. Extremely detail-oriented. Must be creative, results-driven, and community-oriented.

Full-time Description Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team. When you join us, you're joining a people-first culture built on respect, development, and service. In this position you will have the opportunity to work closely with executive leadership and contribute to the Bank's strategic direction. This is a meaningful role within a community-focused financial institution committed to employees, customers, and the communities it serves, while offering a competitive compensation and comprehensive benefits package. Summary/Objectives The Executive Assistant to the President & CEO provides high-level administrative, organizational, and strategic support to the Bank's President & Chief Executive Officer. This role requires exceptional discretion, judgment, and professionalism, as well as the ability to manage complex priorities in a fast-paced, highly confidential environment. The Executive Assistant serves as a trusted partner to the CEO and acts as a key liaison between the CEO, senior leadership, Board members, and external stakeholders. Key Responsibilities Executive & Administrative Support Provide comprehensive administrative support to the President & CEO, including calendar management, meeting coordination, travel arrangements, and expense reporting. Anticipate needs, proactively manage priorities, and ensure the CEO is prepared for meetings, presentations, and events. Draft, edit, and format correspondence, reports, presentations, agendas, and talking points on behalf of the CEO. Board & Governance Support Coordinate logistics for Board of Directors and committee meetings, including scheduling, meeting materials, and follow-up items. Prepare and distribute Board packets, agendas, and supporting documentation in a timely and professional manner. Maintain official records, resolutions, and governance documents in accordance with regulatory and internal requirements. Confidentiality & Communication Handle highly confidential and sensitive information with discretion, professionalism, and sound judgment. Serve as a point of contact between the CEO and internal/external parties, prioritizing communications and ensuring timely responses. Maintain strong working relationships with senior leaders, regulators, community partners, and external vendors as appropriate. Operational & Project Support Assist with special projects, strategic initiatives, and cross-functional coordination as assigned by the CEO. Track action items, deadlines, and deliverables to ensure follow-through and alignment with organizational priorities. Support internal communications, leadership initiatives, and community or industry-related engagements. Requirements Education & Experience Associate's degree required; Bachelor's degree preferred; or equivalent combination of experience and training. Demonstrated experience providing high-level administrative, operational, or executive support in a professional environment, with the ability to manage complex priorities and confidential information. Experience supporting senior leadership is preferred. Experience in banking, financial services, or a regulated environment strongly preferred. Knowledge, Skills & Abilities Exceptional organizational, time-management, and prioritization skills. Strong written and verbal communication skills with a high level of attention to detail. Demonstrated ability to handle confidential information with discretion and integrity. Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort with collaboration and document-management tools. Ability to work independently, exercise sound judgment, and adapt to changing priorities. Professional presence and interpersonal skills appropriate for interaction with executives, Board members, and external stakeholders. Salary Description $69,000.00 - $83,000.00 Yearly