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 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…