Executive Assistant/Board Liasion

Client: Financial Services Organization Role: Executive Assistant/Board Liaison Payrate: $38/hr-$45/hr Contract until Early May Hybrid 4-5 days onsite with monthly board meetings once a month Location: Rye, NY

Role Overview We are seeking an exceptionally organized, proactive, and discreet Executive Assistant & Board Liaison to support our Chief Executive Officer and Board of Directors. In this high-visibility position, you will manage executive operations and serve as the central point of contact for a 13 to 14-member governing Board. This role demands sharp organizational acumen, polished communication skills, and the independent judgment required to navigate complex governance and executive workflows in a fast-paced environment. What You'll Do Board Governance & Logistics

• Meeting Lifecycle: Direct the scheduling, agenda preparation, document distribution, and minute-taking for all Board and committee meetings (virtual and in-person).
• Board Relations: Serve as the primary administrative bridge between executive leadership, committee chairs, and 13–14 Board members.
• Portal Management: Administer the board management platform (OnBoard), ensuring strict data accuracy, timely document uploads, and appropriate user permissions.
• Compliance & Records: Maintain official board records, bylaws, policies, and regulatory compliance documents. Track required training and ensure proper legal/management reviews.
• Subcommittee Support: Manage administrative needs (scheduling, travel, documentation) for task forces and key committees, including Supervisory, Governance, Finance, Compensation, and Strategic Planning.
• Onboarding & Education: Facilitate Board member onboarding, coordinate educational opportunities, and track ongoing fiduciary/governance training.

Executive Office Operations

• Calendar & Travel: Manage complex calendar scheduling, travel itineraries, and daily logistics for the CEO.
• Event Execution: Plan and execute on-site logistics for board retreats, strategic planning sessions, and annual meetings, overseeing venue sourcing, catering, contracts, and AV needs.
• Executive Communications: Draft, proofread, and prepare confidential correspondence, board decks, reports, and executive presentations.
• Financial Administration: Process expense reports, vendor invoices, Statements of Work (SOWs), and corporate card reconciliations in alignment with organizational guidelines.
• Special Projects: Lead or assist with priority strategic projects assigned directly by the CEO.

Who You Are

• Experience: Demonstrated experience supporting C-suite executives and/or serving as a Board Liaison. Experience within financial services, banking, or credit unions is strongly preferred.
• Work Arrangement: Available to work on-site in Rye, NY, with flexibility for occasional overnight travel as needed.
• Education: High School Diploma or equivalent required (Bachelor’s degree preferred).
• Technical Skills: Highly proficient in Microsoft Office Suite, virtual meeting tools (Zoom, Teams), board portal software, and digital file management.
• Core Competencies:
• Exceptional written and verbal communication skills with meticulous attention to detail, grammar, and minute-taking precision.
• Absolute integrity and discretion in handling sensitive corporate, regulatory, and financial data.
• Strong problem-solving mindset with the ability to anticipate executive needs, pivot quickly under changing priorities, and drive tasks to completion independently.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.