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Shareholder Services/Corporate Secretary

PEOPLES BANK -
Newton, NC

Quick Apply

Job Details

Full-time

Qualifications

Meeting minutes
Corporate law compliance support experience
Confidential information handling
Writing skills
Meeting transcription
Executive administrative support
Collaboration with board members
Meeting facilitation
Certified Notary Public
Productivity software
Access control management
Document control within legal industry
Board relations
Cross-functional communication

Full Job Description

Serves as Corporate Secretary and provides administrative support to CEO, CFO, Board of Directors, and Bank Subsidiaries, as needed. Acts as the principal corporate governance officer and the primary liaison with the Bank’s transfer agent and legal counsel. Serves as primary point of contact for shareholders. Serves as the Board Portal administrator, prepares agendas, attends monthly Board and Committee meetings. Advises the Board of Directors and senior management on corporate governance practices, meeting procedures, fiduciary obligations. Maintains SEC governance requirements and coordinates the Medallion Stamp Program.

General Qualifications

Required Education:

College-level business courses or degree
Medallion Stamp User Certification and Notary Public

Preferred Education:

Business related degree
Shareholder Services Professional Certification

Required Experience

Experience in an executive-level business support role
Previous experience with recording and writing minutes of Board and Committee meetings and procedures
Seasoned understanding of administrative practices, and confidentiality requirements
Understanding of public company governance expectations, including handling of material nonpublic information (MNPI) and insider trading sensitivities
Knowledge of bank policies, procedures, Mission, and Bylaws and how they apply to all board governance functions

Preferred Experience

Paralegal or shareholder reporting experience
Accounting or financial reporting experience
Experience in other departments of a financial institution
Knowledge of Shareholder Services, and SEC Section 16 reporting requirements for publicly traded companies
Knowledge of NC Unclaimed Property / Escheatment laws
Knowledge of bank operations

Required Skills

Well-developed communication and organizational skills; ability to communicate orally and in writing with bank executives, directors, shareholders, customers, employees, and outside vendors
Proficiency with Microsoft Office, Adobe, Board/Shareholder portals, and DTCC authorizations
Experience administering a Board portal, including director access control, document version management, and meeting lifecycle support

Quick Apply

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