Shareholder Services/Corporate Secretary

Peoples Bank Master

Newton (NC)

On-site

USD 120,000 - 180,000

Full time

14 days+
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Job summary

Peoples Bank Master seeks an Experienced Corporate Secretary to support CEO, CFO, Board of Directors, and bank subsidiaries. You will be the governance officer, liaison with transfer agent and legal counsel, and primary contact for shareholders.

You will administer the Board Portal, prepare agendas, and attend monthly board/committee meetings. Responsibilities include advising governance practices, maintaining SEC compliance, and coordinating the Medallion Stamp Program, ensuring confidentiality

Qualifications

  • College-level business coursework or degree required.
  • Medallion Stamp User Certification and Notary Public are required.
  • Business-related degree is preferred.

Responsibilities

  • Serve as Corporate Secretary and provide executive support to CEO, CFO, Board of Directors, and bank subsidiaries.
  • Act as governance officer and liaison with transfer agent and legal counsel.
  • Administer the Board Portal, prepare agendas, and attend monthly Board and Committee meetings.
  • Advise governance practices, ensure SEC governance compliance, and coordinate the Medallion Stamp Program.

Skills

Executive communication
Board governance
Board portal administration
Confidentiality handling

Education

College-level business courses or degree
Medallion Stamp User Certification
Notary Public
Business-related degree
Shareholder Services Professional Certification

Tools

DTCC authorizations

Job description

Job Details: Level: Experienced, Job Location: Corporate - Newton, NC 28658, Position Type: Full Time, Job Shift: Day, Position Summary

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.

Qualifications: 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.
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