Executive Assistant II

Our ideal candidate : We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities.


Who we are : Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system - a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps


Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.


TITLE:

JOB CODE:

FLSA:

Exempt

SALARY GRADE:

6

CATEGORY:

Full-time

UNION REPRESENTATION:

NA

SCHEDULE:

LOCATION:

Monday-Friday

Onsite

SUPERVISORY ROLE Y/N:

REVISION DATE:

N

5/2026

POSITION OVERVIEW

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.

ESSENTIAL DUTIES

Executive & Office Operations

• 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

Administrative & Project Coordination

• 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

Process Improvement & Cross-Functional Support

• 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

Technology & Digital Enablement

• 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

ROLE COMPETENCIES/SKILLS

• Attention to Detail
• Collaboration & Communication
• Diversity & Inclusion
• Execution & Ownership
• Time Management
• Managing Complexity

• Customer Service
• Dealing with Ambiguity
• Analytical Thinking
• Critical Thinking
• Process Improvement
• Relationship Management

ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES

• The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. For Hybrid and Remote roles, work may also be performed away from BSB worksites depending on the position and requirements. For Hybrid/Remote work, employees are required to have an environment when working at home that has a dependable, high-speed internet connection and environment conducive to frequent phone or internet calls where private, confidential or other information is not visible, able to be overheard, or physically or electronically accessible to anyone else.
• The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
• The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, and other standard office equipment.
• The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
• The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

POSITION REQUIREMENTS

Minimum Qualifications

• 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

Preferred Qualifications

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

Management reserves the right to change this position description at any time according to business needs.

COMPENSATION

The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based. New employees' starting pay is usually from the start of the range to approximately 25% of the max, more qualified and/or experienced employees may start near the middle of the range for their geography. We may ultimately pay more or less than this range.


Compensation for our organization is based on factors that include the role, required knowledge, skills, abilities and competencies, and candidates' relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Our pay ranges are based on national living wage indexes, such as MIT's living wage index, to enable us to pay our employees beyond what are standard practices for many employers, and also take into account geographically-specific recent compensation market survey data for each position.

BENEFITS

Beneficial State Bank's benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.

Our benefit package includes:

• 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

For detailed information about our benefits, please visit

You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.