Executive Assistant

Executive Assistant Sonata Bank is a high-growth, values driven company that believes in maintaining a strong team culture. Based in Brentwood, Tennessee, we are redefining community banking as an FDIC-chartered bank growing in three markets: the Nashville MSA; Franchise Restaurants and Financial Technology Companies (FinTech). Sonata offers a people-first culture centered on ideas, innovation, and opportunities to learn, lead, and develop. If this sounds like the place for you, join Sonata Bank and help shape the future of financial services. Job Function / Summary The Executive Assistant (EA) is a key member of the team responsible to provide dedicated support to the CEO. This role is critical to ensure the CEO's time is optimized, communications run smoothly, and daily operations within the executive team function efficiently. The EA is entrusted with handling confidential information, coordinating logistics, and acting as a liaison with internal and external stakeholders. Essential Duties & Responsibilities Executive Support & Calendar Management Manage and prioritize the CEO's calendar, including scheduling meetings, appointments, and events. Calendar priorities include clients, board members, internal teams, regulators, auditors. Coordinate domestic travel arrangements, lodging, and itineraries. Prepare and distribute meeting agendas, briefing materials, presentations, and reports. Communication & Correspondence At times, serve as the primary point of contact, for internal and external communications on behalf of the CEO. Screen, prioritize, and draft professional correspondence (email, letters, memos). Handle sensitive and confidential information related to strategy, M&A, personnel, and regulatory matters with the highest degree of discretion. Board & Governance Support Prepare materials for Board of Directors and committee meetings (agenda packets, briefing documents, presentations). This includes coordinating with internal team members to upload reports into the online portal. Coordinate logistics for board meetings, and off-sites. Track action items, follow-ups, and deadlines tied to board and committee decisions. Regulatory & Compliance Awareness Maintain organized records related to executive decisions, board activity, and regulatory interactions. Support preparation for exams, audits, and regulator meetings by coordinating documentation and logistics. Understand the importance of confidentiality, data security, and compliance requirements in a financial institution. Administrative Duties Maintain accurate records, files, and office systems (digital and physical). Process expense reports, invoices, and reimbursements as needed. Support special projects, strategic initiatives, and cross-department coordination as directed by the CEO. Liaison & Project Support Serve as a bridge between the CEO and senior leadership, staff, clients, shareholders, regulators and external partners. Support project coordination and follow-up on action items across departments. Qualifications Education & Experience Bachelor's degree in Business Administration or related field preferred. 5+ years of experience in executive or administrative support, preferably in banking or financial services; experience supporting C-suite preferred. Skills & Competencies Exceptional organization, time management, and multitasking skills. Outstanding written and verbal communication capabilities. High proficiency with Microsoft Office (Outlook, Word, Excel, Teams, PowerPoint) and calendaring tools. Professional discretion and ability to handle confidential information. Ability to anticipate needs, solve problems proactively, and work independently. Preferred Attributes Strong interpersonal skills and a polished professional demeanor. Capacity to manage shifting priorities in a fast-paced environment. Experience supporting senior leadership or board activities. Working Conditions Office environment with occasional after-hours or travel support as required. This position may involve frequent interaction with executive leaders and stakeholders.

Created: 2026-03-04