Job Description
Job Description
Job title: Executive Assistant to the Chief Revenue Officer & Chief Information Officer
Reports to: Chief Revenue Officer and Chief Information Officer
ABOUT US:
Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank’s Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank’s steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people.
JOB SUMMARY
The Executive Assistant provides comprehensive, confidential, and proactive administrative support to the Chief Revenue Officer and Chief Information Officer. This dual role requires a highly organized, professional, and adaptable individual who can anticipate needs, prioritize effectively, and manage the administrative functions for two distinct business lines: bank-wide lending operations and information technology. The ideal candidate will be a gatekeeper and a project facilitator, serving as a primary point of contact for internal and external stakeholders and ensuring the executives' time is optimized to support the bank's strategic goals.
The Executive Assistant shall perform diversified administrative duties including written and verbal correspondence, meeting and calendar management, coordination and arrangement of travel schedules, monthly expense reporting, graphic presentations and other related duties as required. Frequent communication, teamwork, and collaboration with other Business Function areas are critical for success.
This position may include the opportunity for hybrid work at the managers’ discretion with a minimum requirement of 3 full days per week in-office which may be altered due to business or other needs. The Executive Assistant’s primary expectation is to reside on-site and deliver in-office support for staff and business needs, provide planning, coordination and real-time support for meetings and events, and add to office culture by serving as a professional and reliable representative of the Chief Revenue Officer and Chief Information Officer.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Administrative and operational support:
- Calendar and schedule management: Coordinate and manage complex calendars, schedule meetings, appointments, and conferences ensuring that executives are prepared with all necessary information. Proactively resolve scheduling conflicts while communicating and responding to calendar changes with strong follow-through.
- Communication management: Act as a primary liaison and gatekeeper, screening and directing incoming calls, emails, and correspondence. Draft, proofread, and prepare confidential communications, memos, and reports on behalf of the executives.
- Meeting coordination: Prepare agendas, presentations, and supporting materials for various meetings, including management, department, and committee meetings. May attend meetings to take accurate minutes and track action items to ensure timely completion.
- In-office support: Coordinate meeting and workshop logistics, manage room set-up and meeting details, serve as an internal/external liaison, own catering and food pick-up requests, provide reception support, manage office reservations and space conflict resolution, help related departments during surge periods and operate as a go-to resource for leadership team needs.
- Travel and expense management: Arrange and coordinate travel logistics as business needs and personal preferences dictate. Process and reconcile expense reports, invoices, and budgets, ensuring compliance with bank policies.
Business line-specific support:
- Reporting: Assist the CRO with facilitating and organizing reports on overall loan and deposit activity, including loan and deposit growth, branch performance, quality control, credit risk, delinquency, collections and regulatory compliance
- Meeting preparation: Support the CRO in preparing materials for meetings with the Board of Directors related to lending/deposit activities and credit quality
- Direct the allocation and tracking of premium entertainment assets while overseeing all hospitality suite logistics and catering procurement to support business development objectives
Information technology-specific support:
- Vendor management: Coordinate and manage administrative tasks related to vendors and third-party partners for the IT department
- Project coordination: Assist the CIO in tracking and following up on action items related to information technology and digital strategy initiatives
- Track and manage the timely completion of all IT policy reviews, compliance documentation, and other routine deliverables by coordinating workflows, communicating deadlines, and providing proactive support to ensure executive deliverables are met without disruption
Other Duties and Responsibilities:
- Provide back-up support to other EA colleagues, collaborating with team members to maintain good understanding of pending tasks and priorities
- Positively contribute to bank culture by playing an active role in training new team members and assisting in planning events; participate in team-related activities acting as a role model consistent with bank standards
- Perform other related duties as requested or as responsibilities dictate
QUALIFICATIONS:
- Education: A bachelor's degree in business administration, finance, or a related field is strongly preferred.
- Experience: A minimum of 5 years of executive-level administrative experience, preferably supporting C-level executives in the banking or financial services industry.
- Financial acumen: An understanding of banking operations, particularly with respect to lending and technology functions, is highly beneficial.
SKILLS AND ABILITIES:
- Exceptional verbal and written communication skills with a professional and diplomatic demeanor; ability to effectively alter approach to match leadership style and team preference.
- Strong proficiency in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and experience with relevant bank software and collaboration tools would be preferred.
- Proven ability to handle highly confidential information with integrity and discretion.
- Superior organizational, time-management, and prioritization skills, with meticulous attention to detail.
- Highly motivated; self-starter who can anticipate needs, work autonomously, and resolve issues efficiently in a fast-paced, high-pressure environment.
- The ability to manage multiple priorities for two executives with different departmental needs.
- Demonstrated ability to meet deadlines, prioritize assignments, juggle multiple tasks simultaneously
- Ability to action feedback (formal and informal) to ensure that each leadership team member receives high-level, tailored support based on their individual preference and working style
- Proven ability to work cooperatively with other team members; understands and adheres to the Bank’s code of conduct at all times
- Valid driver's license and reliable personal transportation for company-related travel or errands
- Must be able to lift and move objects weighing up to 30lbs regularly
FULL-TIME BENEFITS:
401(k)
Employee Pension
Paid Time Off (PTO)
Parental Leave
Tuition Reimbursement
Begins first of the month following date of hire:
Medical, Dental, Vision
Critical Illness Insurance
Disability insurance including LIFE, Long-term disability
Employee Assistance Program
Flexible Spending Account
Dependent Care Account
Health Savings Account