Executive Assistant

Executive Assistant & Shareholder Services Representative

Location: Boise, ID

Compensation: $58,000–$74,000 DOE

Schedule: Monday–Friday | Standard Business Hours

Benefits: Comprehensive benefits package including medical, dental, vision, 401(k) with employer match, PTO, paid holidays, disability coverage, wellness programs, and additional employee perks.

About the Opportunity

CV Resources is partnering with a well-established financial institution seeking an Executive Assistant & Shareholder Services Representative to join its corporate headquarters team.

This highly visible position serves as a key liaison between executive leadership, the Board of Directors, shareholders, and internal stakeholders. The ideal candidate is polished, detail-oriented, professional, and thrives in an environment requiring confidentiality, organization, and exceptional communication skills.

This role offers a unique blend of executive support, shareholder relations, accounting support, and corporate administration.

Key Responsibilities

Executive & Board Support

• Prepare monthly Board and Committee meeting materials and presentation packages.
• Attend Board and Committee meetings and accurately record meeting minutes.
• Maintain official corporate records and documentation.
• Coordinate executive travel, conference registrations, and special events.
• Support executive leadership with administrative and organizational initiatives.
• Exercise sound judgment and maintain strict confidentiality at all times.

Shareholder Services

• Serve as a primary point of contact for shareholder inquiries.
• Facilitate shareholder stock transactions and related documentation.
• Maintain shareholder records and databases.
• Ensure compliance with document retention and audit requirements.
• Coordinate annual shareholder meetings and communications.
• Assist with dividend distributions and shareholder reporting activities.

Accounting & Operational Support

• Perform daily cash balancing and reconciliation processes.
• Investigate and resolve discrepancies while collaborating with internal departments.
• Assist with monthly general ledger reconciliations.
• Support accounting activities in accordance with GAAP and regulatory requirements.
• Partner with accounting leadership to maintain accurate financial records.

Qualifications

Required

• Exceptional written and verbal communication skills.
• Strong organizational and multitasking abilities.
• Professional executive presence and polished demeanor.
• High level of discretion and ability to handle confidential information.
• Intermediate Excel skills.
• Strong attention to detail and accuracy.
• Ability to build relationships across all levels of an organization.
• Self-motivated with the ability to manage multiple priorities independently.

Preferred

• Experience within banking, financial services, or a regulated industry.
• Accounting, finance, business, communications, or English degree.
• Previous executive assistant, corporate administration, shareholder services, or accounting support experience.
• Experience preparing meeting minutes, board materials, or corporate governance documentation.

Why Join?

• Stable and highly respected organization with a strong reputation.
• Opportunity to work directly with executive leadership and the Board of Directors.
• Diverse responsibilities with exposure to executive operations, shareholder relations, and accounting.
• Collaborative team environment with strong work-life balance.
• Excellent benefits package and long-term career growth potential.

If you are a highly organized professional who enjoys working with executives, managing important corporate processes, and serving as a trusted resource to stakeholders, we encourage you to apply.