Bankwell Financial Group, Inc.

Executive Coordinator & Assistant Corporate Secretary

Bankwell Financial Group, Inc.$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience supporting executives or boards, preferably in banking or public companies.
  • Proficient with board portal software like Diligent and Nasdaq Boardvantage, and skilled in MS Office and Zoom/Teams.
  • Exceptional judgment and discretion; ability to perform under pressure and manage multiple priorities.
  • Strong writing and project management skills, with the ability to develop relationships across all levels.
  • Bachelor's degree required; governance certification such as GAT or CGS preferred.

Responsibilities

  • Proactively schedule and manage the CEO's and Bank President's calendars and travel for strategic engagements.
  • Draft correspondence, briefing materials, and presentations, providing summaries and action recommendations.
  • Coordinate interactions among C-suite executives for key discussions on ALCO, risk, audit, and earnings.
  • Plan and execute logistics for board and committee meetings, including annual calendars and secure document distribution.
  • Collect and organize management reports, ensuring deadlines are met and documents are version controlled.
  • Record and distribute minutes and resolutions, rigorously following up with executives on outstanding items.
  • Assist in ensuring compliance with corporate law and regulatory requirements for board processes.

Benefits

  • Access to professional development resources and certifications.
  • Supportive corporate culture fostering collaboration and innovation.
  • Opportunity to work closely with executive leadership and influence strategic direction.
Full Job Description
Summary of Position:

Serve as the CEO's trusted operational partner while owning board and governance administration for a publicly traded commercial bank with $3 billion in assets. This high-trust role manages executive workflows-including support for the CEO's Bank President-board logistics, and corporate secretarial support, ensuring seamless execution across strategy sessions, regulatory meetings, board deliberations, and stakeholder engagements.

Key Responsibilities

CEO and Bank President Support (40%):
  • Proactively manage the CEO's and Bank President's calendars, travel, and priorities, optimizing time for strategic, regulatory, investor, and client interactions.
  • Draft correspondence, briefing materials, and presentations for both executives; screen communications and provide concise summaries with recommended actions.
  • Coordinate C-suite interactions, preparing the CEO and Bank President for ALCO, risk, audit, and earnings discussions.


Board Administration (40%):
  • Plan and execute board and committee meetings: develop annual calendars, issue notices, manage RSVPs, handle logistics (virtual/hybrid setups, director travel), and distribute secure board books via portal.
  • Collect, organize, and version-control management reports; track deadlines and ensure completeness.
  • Record and distribute minutes, resolutions, and action items; follow up rigorously with executives to close loops.
  • Maintain governance records: attendance, charters, director onboarding, and committee rosters.


Board Secretary Support (20%):
  • Assist with compliance for board processes under corporate law, NASDAQ/SEC rules, and banking regs (e.g., meeting quorums, consents, approvals).
  • Draft/format minutes, resolutions, and policies; support D&O questionnaires, related-party disclosures, and proxy/10-K governance sections.
  • Act as liaison for director inquiries, routing sensitive matters appropriately.


Requirements

Qualifications
  • 7+ years executive/ board support experience, ideally in banking/financial services or public companies.
  • Expert in board portal software (e.g., Diligent, Nasdaq Boardvantage); proficient in MSOffice, Zoom/Teams; familiarity with banking regs a plus.
  • Exceptional judgment, discretion, and poise under pressure; strong writing, project management, and relationship skills.
  • Bachelor's degree; governance certification (e.g., GAT, CGS) preferred.


This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties.

About Bankwell Financial Group, Inc.

Bankwell Financial Group, Inc. operates as the bank holding company for Bankwell Bank that provides a range of banking services to commercial and consumer customers in Connecticut. The company offers checking, savings, and money market accounts; and demand and NOW deposits, as well as certificates of deposit. It also provides commercial lending products, including owner-occupied commercial real estate loans, commercial real estate investment loans, business term loans, equipment financing, and lines of credit to small and medium-sized businesses, as well as real estate construction and development loans. In addition, the company offers residential real estate loans, including conforming and non-conforming mortgage loans, home equity lines of credit, and residential construction and land loans; and consumer loans, such as loans secured by savings or certificate accounts, and unsecured personal loans. Bankwell Financial Group, Inc. was founded in 2002 and is headquartered in New Canaan, Connecticut.
Learn more about Bankwell Financial Group, Inc.
Size
124 employees
Market Cap
$222.9 million
Industry
Net Income
$5.9 million
5 Year Trend
+5.9%
NASDAQ

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