Executive Assistant
WNB Financial NA•Winona, MN
•Onsite
About The Position
Provides administrative support for the CEO and other members of the Bank Leadership Team. Assists with Board and Bank functions. Records minutes, coordinates scheduling, maintains policies, and assists clients and co-workers. Understands and completes job responsibilities in accordance with federal and state regulations.
Requirements
- Two year customer service experience required
- Must possess excellent business writing skills and advanced knowledge of Microsoft Suite programs
- Must possess courteous and professional customer service attitude and demeanor
- excellent verbal and written communication skills
- ability to maintain the integrity of highly confidential client and Bank information
- Must possess technical ability to input and retrieve computerized information
- basic mathematical skills (add, subtract, multiply, divide)
- legible handwriting
- ability to deal effectively with time pressures and stress that can change hourly depending on level of activity
- effective problem solving and research skills
Nice To Haves
- A minimum of a two-year business degree or related degree with 2+years Executive Assistant experience preferred
Responsibilities
- Provides administrative support to the Chief Executive Officer and the Bank Leadership team
- Scheduling and maintaining calendar for the CEO
- Scheduling and making travel arrangements for Leadership Team, co-workers and guests
- Prepares reports, memos, letters, and meeting minutes
- Reviews/proofs documents and correspondence
- Maintains confidential reports and documents
- Arranges programs, events, or conferences
- Organizes all aspects for all Bank meetings and events
- Coordinates tactical and strategic meetings for the Leadership Team
- Plans and organizes Strategic Planning meeting and all materials
- Provides administrative support and maintains documents and files for the Bank
- Maintains organizational policies on network
- Performs special projects as directed by a member of the Leadership team
- Prepares Reg. O and correspondent bank sheets
- Researches and responds to inquiries by directors and shareholders
- Prepares notification letters, attendance statements, audit reports, shareholder basis, meeting reminders, expense reports, national bank director oaths
- Assembles financial reports, Board packets, and acquires necessary material for required meetings
- Initiates meeting agendas, presentations, and minutes for final completion by the board secretary or committee lead
- Maintains shareholder and director lists for Bank and Holding Company
- Maintains stock procedures, prepares new certificates, history of retired certificates and supporting documents
- Maintains board library, director training, committee charters, meeting procedures, minutes and all other electronic files of board and committee activities
- Maintains personal and professional profiles of Board members, shareholders and senior management
- Prepare and schedule board orientation for new directors
- Coordinate and schedule all board, committee and holding company meetings
- Prepares quarterly and annual statements to shareholders
- Organize and execute the Annual Meeting for Shareholders
- Participates in internal and external training and development opportunities as required
- Other job related duties necessary to carry out the responsibilities of this position
- Provides Notary Public services and provide support in the notary registration process
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
Associate degree
