Shareholder Services/Corporate Secretary
Listed on 2026-09-22
-
Administrative/Clerical
Business Administration -
Business
Business Administration
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.
General Qualifications Required
Education:
- College-level business courses or degree
- Medallion Stamp User Certification and Notary Public
- Business related degree
- Shareholder Services Professional Certification
- 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
- 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
- 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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