Executive Assistant II

Beneficial State Bank • Oakland, CA

2d • $66,000 - $88,000 • Onsite

About The Position

The Executive Assistant II (EA II) is an experienced administrative professional who provides advanced administrative and operational support to senior leaders while helping bridge tactical execution and emerging strategic support. This role manages complex calendars, office operations, and small to medium-scale projects, and plays an active role in improving administrative processes that enhance executive effectiveness and organizational efficiency. Operating within a centralized administrative team model, the EA II contributes to cross-functional initiatives, supports executive communications, and helps implement and iterate standardized workflows across offices and teams. This position requires strong judgment, discretion, and initiative, and offers opportunities for professional growth, increased responsibility, and meaningful impact within a mission-driven, multi-state financial institution.

Requirements

• High School Diploma or equivalent
• Five (5) or more years of relevant professional administrative or office support experience
• Experience supporting senior leaders in a professional environment
• Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and collaborative tools such as SharePoint and OneDrive; skills assessment required
• Ability to manage multiple tasks, projects, and priorities with professionalism, discretion, accuracy, and timely follow-through
• Strong communication, organizational, and collaboration skills
• Ability to travel domestically as required to support meetings, trainings, or events
• Notary Commission

Nice To Haves

• Associate degree or equivalent coursework
• Six (6) or more years of relevant professional experience

Responsibilities

• Act as an operational bridge between executive leadership and daily business operations by anticipating evolving priorities and proactively coordinating schedules, meetings, and logistics, aligning daily work and priorities with executive goals and key performance indicators while tracking progress and outcomes
• Manage complex calendars, travel arrangements, and expense reporting for multiple senior leaders, managing multiple concurrent priorities with minimal supervision while maintaining accuracy, responsiveness, and confidentiality
• Support office operations by coordinating resolution of facilities issues, managing office supplies, and ensuring equipment readiness to maintain a professional work environment, demonstrating professionalism, credibility, and service-oriented mindset in representing the executive office
• Coordinate onboarding and offboarding logistics with increased autonomy, ensuring seamless transitions while applying strong ethical judgment and integrity when handling sensitive and confidential information
• Serve as a reliable backup to the Executive Assistant III or Chief Executive Assistant
• Coordinate small to medium-scale projects and events, tracking timelines, deliverables, and budgets, proactively identifying and solving complex problems using analytical thinking, sound judgment, and creativity
• Prepare, edit, and format executive-level correspondence, reports, and presentations that support informed decision-making and strategic communication
• Provide logistical and administrative support for board of directors’ meetings, including preparing materials, coordinating schedules, and supporting hospitality logistics
• Coordinate communications and logistics with external partners, vendors, and stakeholders, building strong working relationships across teams and functions through clear communication and collaboration
• Identify, implement, and document improvements to administrative workflows and standardized processes, embracing best practices and continuous improvement to enhance efficiency and consistency
• Participate in cross-functional initiatives and organization-wide projects, representing the administrative function and supporting successful execution
• Share best practices and provide coverage across the Executive Assistant team to maintain continuity of operations and consistent service delivery
• Complete required compliance training timely
• Perform position-specific responsibilities and other duties as assigned in support of executive operations and organizational objectives
• Champion adoption of advanced digital and AI-enabled tools (e.g., workflow automation, automated expense reporting, meeting transcription), embracing continuous learning and new technologies to improve individual and team effectiveness
• Identify opportunities for technology-enabled process improvements and collaborate with cross-functional partners to pilot and refine solutions
• Train and support colleagues in the effective use of new tools and technologies, promoting digital readiness and continuous improvement

Benefits

• Medical / Dental / Vision / Basic Life / STD / LTD
• Vacation Days: 2-4 weeks depending on role
• Sick Days: 12 days per year
• Holidays: 11 days per year
• 401(K) / ROTH / FSA / HSA / EAP
• Education and Adoption Assistance
• Bank-Wide Annual Discretionary Bonus Program
• Production-based incentive program available for some roles.
• Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
• Paid Sabbatical Program after 5 years of service
• Pet Benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: High school or GED