Executive Assistant to the CEO/President

Job Description

Job Description

Invest in your career at Fleetwood Bank , the only bank with headquarters in Berks County! We are currently hiring a full-time Executive Assistant to the CEO/President.

Our employees live, work, and play in our community. We are our customer's neighbors. As a true community bank, we are committed to making meaningful differences in our local community.

Fleetwood Bank offers a competitive benefits and salary package, including 100% Employer paid Medical, dental, vision, STD/LTD, life insurance, generous PTO, and 401k plan with company match!

We are seeking an organized and dependable Executive Assistant to support the CEO/President. This position provides confidential administrative support, coordinates executive and board activities, and facilitates communication among directors, shareholders, employees, customers, and community partners. Success requires discretion, sound judgment, attention to detail, and the ability to manage competing priorities.

Essential Functions

• Proactively manage the CEO/President's calendar, appointments, travel, and meeting preparation; resolve scheduling conflicts and prioritize commitments.
• Prepare and review correspondence, presentations, reports, and policies for accuracy, completeness, and readiness for executive or board review.
• Coordinate board and committee meetings, assemble and securely distribute meeting materials, and prepare minutes.
• Attend key meetings as requested, capture decisions, and track action items, deadlines, and commitments to advance the CEO/President's priorities.
• Coordinate with the Leadership Team, branch managers, and external partners; route inquiries and escalate customer concerns requiring the CEO/President's attention.
• Maintain confidential executive and board records according to bank policies.
• Coordinate executive events, employee engagement and community/marketing activities.
• Coordinate CEO/President-directed projects from planning through completion, conduct research, and support planning sessions, audits, and regulatory examinations.
• Reconcile executive expenses and assist with administrative budget preparation and monitoring.
• Exercise tact and delegated authority, safeguard sensitive information, follow bank policies, complete required training, and perform related duties as assigned.
• Conduct all shareholder activities including stock transfers, dividends, quarterly and annual report mailings, planning, communications and coordination of annual shareholder meetings.
• Handles incoming and outgoing mail correspondence, sorts and distributes to appropriate person or department.
• Serve as the secondary payroll administrator

Qualifications

• High school diploma or equivalent; additional education in business administration or a related field preferred.
• Three (3) or more years of administrative experience supporting senior leadership; executive support or banking experience preferred.
• Excellent organizational, communication, proofreading, and interpersonal skills.
• Sound judgment, emotional intelligence, and initiative; ability to work independently, manage disruptions, and meet competing deadlines.
• Proficiency with Microsoft Office and electronic meeting and document management tools.
• Experience supporting boards or committees and coordinating projects preferred.

 

All job offers are contingent upon completion of a criminal background check.