Shareholder Services/Corporate Secretary

Peoples-Bank; Newton (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Peoples-Bank seeks a Corporate Secretary to support the CEO, CFO, and Board of Directors, coordinating governance activities across Bank Subsidiaries.

Responsibilities include acting as liaison with the transfer agent, preparing board agendas, maintaining SEC governance compliance, and managing the Medallion Stamp Program.

Qualifications

• Experience with recording and writing minutes of Board and Committee meetings.
• Knowledge of public company governance expectations and MNPI handling.

Responsibilities

• Serve as Corporate Secretary and provide administrative support to CEO, CFO, Board of Directors, and Bank Subsidiaries.
• Advise Board and senior management on governance practices and fiduciary obligations.
• Maintain SEC governance requirements and coordinate the Medallion Stamp Program.

Skills

Communication

Organization

Board governance

Microsoft Office

Board portals

DTCC authorizations

Education

College-level business courses or degree

Medallion Stamp User Certification

Notary Public

Shareholder Services Certification

Tools

Adobe

DTCC portals

Job description

Position SummaryServes 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 QualificationsRequired Education:College-level business courses or degreeMedallion Stamp User Certification and Notary PublicPreferred Education:Business related degreeShareholder Services Professional CertificationRequired ExperienceExperience in an executive-level business support rolePrevious experience with recording and writing minutes of Board and Committee meetings and proceduresSeasoned understanding of administrative practices, and confidentiality requirementsUnderstanding of public company governance expectations, including handling of material nonpublic information (MNPI) and insider trading sensitivitiesKnowledge of bank policies, procedures, Mission, and Bylaws and how they apply to all board governance functionsPreferred ExperienceParalegal or shareholder reporting experienceAccounting or financial reporting experienceExperience in other departments of a financial institutionKnowledge of Shareholder Services, and SEC Section 16 reporting requirements for publicly traded companiesKnowledge of NC Unclaimed Property / Escheatment lawsKnowledge of bank operationsRequired SkillsWell-developed communication and organizational skills; ability to communicate orally and in writing with bank executives, directors, shareholders, customers, employees, and outside vendorsProficiency with Microsoft Office, Adobe, Board/Shareholder portals, and DTCC authorizationsExperience administering a Board portal, including director access control, document version management, and meeting lifecycle support.