Executive Assistant I

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 I (EA I) provides comprehensive administrative and operational support that enables senior leaders and their teams to operate efficiently and effectively. This role supports day-to-day priorities through calendar management, meeting coordination, travel planning, and follow-up on action items, while independently managing processes, information, and administrative workflows to support business objectives.

Operating within a centralized administrative team model, working with professionalism, discretion, and sound judgment, the EA I builds strong working relationships across the organization and with external partners. The role supports confidential matters, contributes to clear communication and coordination, and adapts to varying levels of complexity and responsibility. This position may take on increased ownership of projects, research, reporting, and coordination of additional administrative resources in support of organizational priorities.

Essential Duties Office & Facilities Operations

• Serve as a primary point of contact for property management and building services, supporting timely communication and resolution of facilities-related needs to maintain a safe, functional, and professional office environment
• Coordinate office supplies, equipment, and vendor support, including ordering, inventory tracking, invoice processing, and receiving, to ensure continuity of operations
• Manage incoming and outgoing mail, including confidential and time-sensitive materials, with accuracy and discretion
• Prepare workspaces and coordinate onboarding and offboarding logistics for employees and visitors to support smooth transitions
• Support on-site meetings and events by coordinating logistics, catering, set up, and cleanup to ensure a positive and professional experience
• Assist with logistical preparation for board and executive meetings, including room setup, materials organization, and hospitality coordination

Administrative & Leadership Support

• Provide administrative support to senior leaders, including calendar coordination, travel arrangements, and expense processing
• Prepare, format, proofread, and organize documents and materials to support meetings, presentations, and leadership communications
• Manage multiple concurrent requests while maintaining confidentiality, responsiveness, and attention to detail
• Participate in EA team meetings and contribute to shared processes, documentation, and team initiatives to support consistency and efficiency

Process Improvement & Team Support

• Maintain and update administrative process documentation, identifying opportunities for improved efficiency and standardization and escalating recommendations as appropriate
• Provide backup coverage for other EA team members as needed to ensure continuity of operations
• Share best practices and support knowledge transfer across the EA team to promote consistent service delivery
• Support cross-functional initiatives and meetings, as assigned in alignment with organizational priorities
• Complete required compliance training timely

Technology & Digital Tools

• Utilize core digital tools (e.g., Microsoft Office 365, SharePoint, OneD…