Waterfall Bank
Location:
On-site, Waterfall Bank, Clearwater, FL
Department:
Office of the CEO
Reports to:
CEO
Designation:
Full-time
About Us Waterfall Bank is a specialized, tech‑forward bank based in Clearwater, Florida, serving entrepreneurs, professionals, and businesses across the United States. We combine innovative digital solutions with highly personalized service to deliver experiences that are both modern and deeply human.
Our culture is built on trust, excellence, and accountability. As we continue to grow, we are seeking a
full‑time Executive Assistant
to support our senior leadership team. This role is essential to the smooth operation of the organization — ensuring leaders are prepared, informed, and able to focus on high‑impact priorities. By managing communication, organizing information, and creating structure, you will help drive the bank’s mission forward and support a fast‑growing, innovative institution.
This is a full‑time, non‑exempt position offering the opportunity to make an immediate impact while building a long‑term career path within a modern, relationship‑driven bank.
Key Responsibilities
Protect and optimize executive time
by managing calendars, coordinating meetings, and ensuring leaders are fully prepared for all engagements.
Streamline communication
by triaging inboxes, drafting polished correspondence, and serving as a professional point of contact for internal and external stakeholders.
Support preparation and organization
by creating well‑formatted documents, assembling meeting materials, and capturing action items from leadership meetings.
Operate with confidentiality and judgment
by handling sensitive information discreetly and modeling professionalism in every interaction.
Enhance operational efficiency
by maintaining organized systems, tracking commitments, and proactively identifying and removing administrative bottlenecks.
Coordinate meetings and small events , including logistics, materials, technology needs, and follow‑up actions.
Assist with general administrative tasks , including expense reports, vendor coordination, and document management.
What success looks like
You bring clarity and structure to complex schedules and competing priorities.
You anticipate needs before they arise, keeping executives prepared and one step ahead.
You communicate with polish and professionalism, representing the bank with confidence and care.
You handle sensitive matters with discretion, earning trust across the organization.
You create and maintain systems that make the organization more efficient, organized, and future‑ready.
Qualifications
3+ years of administrative or executive assistant experience supporting senior leaders.
Advanced proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint).
Experience preparing presentations, briefing materials, and executive‑level documents.
Strong organizational skills with the ability to manage schedules and competing priorities.
Demonstrated ability to handle confidential personnel and business matters with discretion.
Prior experience in banking, financial services, legal, consulting, or professional services is strongly preferred.
Professional presence, excellent communication skills, and a customer‑service mindset.
Why Join Us This is a rare opportunity to step into a role where your impact will be felt immediately. At Waterfall Bank, you’ll support senior leadership at the heart of a growing institution that blends innovation with personalized service. You’ll have the chance to grow with the organization, expand your influence, and be part of a leadership team that values excellence, trust, and accountability.
How to apply Interested candidates should submit a resume to JessicaNoble@WaterfallBank.com
#J-18808-Ljbffr
On-site, Waterfall Bank, Clearwater, FL
Department:
Office of the CEO
Reports to:
CEO
Designation:
Full-time
About Us Waterfall Bank is a specialized, tech‑forward bank based in Clearwater, Florida, serving entrepreneurs, professionals, and businesses across the United States. We combine innovative digital solutions with highly personalized service to deliver experiences that are both modern and deeply human.
Our culture is built on trust, excellence, and accountability. As we continue to grow, we are seeking a
full‑time Executive Assistant
to support our senior leadership team. This role is essential to the smooth operation of the organization — ensuring leaders are prepared, informed, and able to focus on high‑impact priorities. By managing communication, organizing information, and creating structure, you will help drive the bank’s mission forward and support a fast‑growing, innovative institution.
This is a full‑time, non‑exempt position offering the opportunity to make an immediate impact while building a long‑term career path within a modern, relationship‑driven bank.
Key Responsibilities
Protect and optimize executive time
by managing calendars, coordinating meetings, and ensuring leaders are fully prepared for all engagements.
Streamline communication
by triaging inboxes, drafting polished correspondence, and serving as a professional point of contact for internal and external stakeholders.
Support preparation and organization
by creating well‑formatted documents, assembling meeting materials, and capturing action items from leadership meetings.
Operate with confidentiality and judgment
by handling sensitive information discreetly and modeling professionalism in every interaction.
Enhance operational efficiency
by maintaining organized systems, tracking commitments, and proactively identifying and removing administrative bottlenecks.
Coordinate meetings and small events , including logistics, materials, technology needs, and follow‑up actions.
Assist with general administrative tasks , including expense reports, vendor coordination, and document management.
What success looks like
You bring clarity and structure to complex schedules and competing priorities.
You anticipate needs before they arise, keeping executives prepared and one step ahead.
You communicate with polish and professionalism, representing the bank with confidence and care.
You handle sensitive matters with discretion, earning trust across the organization.
You create and maintain systems that make the organization more efficient, organized, and future‑ready.
Qualifications
3+ years of administrative or executive assistant experience supporting senior leaders.
Advanced proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint).
Experience preparing presentations, briefing materials, and executive‑level documents.
Strong organizational skills with the ability to manage schedules and competing priorities.
Demonstrated ability to handle confidential personnel and business matters with discretion.
Prior experience in banking, financial services, legal, consulting, or professional services is strongly preferred.
Professional presence, excellent communication skills, and a customer‑service mindset.
Why Join Us This is a rare opportunity to step into a role where your impact will be felt immediately. At Waterfall Bank, you’ll support senior leadership at the heart of a growing institution that blends innovation with personalized service. You’ll have the chance to grow with the organization, expand your influence, and be part of a leadership team that values excellence, trust, and accountability.
How to apply Interested candidates should submit a resume to JessicaNoble@WaterfallBank.com
#J-18808-Ljbffr