Banking and Financial Services Jobs in Hilton Head Island

Hybrid role. Local candidates in the Bluffton, Hilton Head, Beaufort, or Savannah, GA area only

Smith System is hiring an exceptionally organized, proactive Executive Assistant (EA) to serve as the CEO’s primary administrative and workflow partner—and as a shared resource for the broader C-suite (CFO, COO, CSO, CTO). This is not a “calendar-and-travel only” role. The EA will run the executive operating cadence: protecting time, preparing meetings, capturing decisions, converting discussions into action, and maintaining clear visibility into commitments and deliverables.

The right person loves building systems, creates order out of chaos, and uses modern productivity tools (including AI) to keep leaders aligned, accountable, and moving.

Key Responsibilities

1) Executive Calendar + Meeting Orchestration (CEO-first, C-suite-enabled)

• Own and optimize the CEO’s calendar: time-blocking, prioritization, meeting triage, and focus-time protection
• Coordinate scheduling across the C-suite as needed (recurring leadership meetings, customer meetings, internal operating reviews)
• Drive meeting logistics end-to-end: agendas, pre-reads, attendee coordination, dial-ins/links, room planning when onsite
• Set a standard for “good meetings” (clear purpose, right attendees, pre-reads when needed, outcomes captured)

2) AI-Enabled Notes, Summaries, and Action-Item Management

• Manage the workflow for AI meeting notes/transcripts (e.g., Teams/Zoom transcripts or other tools) and convert them into:
• concise summaries
• decisions made
• action items with owners + due dates
• follow-up messages that drive closure
• Maintain an action-item tracker for CEO and key exec meetings; ensure deadlines don’t silently slip
• Create weekly “what’s moving / what’s stuck” visibility for the CEO (and optionally the exec team)

3) CEO Workflow, Priorities, and Deliverables Visibility

• Build and maintain a practical system to track:
• CEO deliverables and commitments
• key stakeholder follow-ups
• deadlines (board, investors, ELT, major customers)
• personal productivity cadence (weekly planning, daily top priorities)
• Prepare CEO briefing packets: meeting context, attendees, last-touch notes, open loops, and desired outcomes
• Help the CEO stay organized: notes, files, templates, and consistent capture of key information

4) Communication Triage + Executive Follow-Through

• Support email and message triage (as appropriate): prioritizing, summarizing, drafting responses, and managing follow-ups
• Ensure critical messages don’t get buried; create a simple escalation path for urgent items
• Draft and polish executive communications (internal and external) when requested

5) Travel and Logistics

• Arrange travel with high attention to detail: flights, hotels, ground transportation, itineraries, and contingencies
• Coordinate onsite meeting days and executive offsites (logistics, calendars, pre-reads, follow-ups)

6) Executive Team Enablement (Shared Resource)

• Provide scheduling and coordination support to other C-suite members as agreed (e.g., recurring operating cadence, key customer meetings, leadership offsites)
• Establish a clean intake process and service model so the CEO remains the primary focus while the team benefits appropriately

7) Continuous Improvement and Systems Building

• Proactively streamline administrative and workflow processes (templates, trackers, meeting structures, documentation)
• Recommend and implement tools that improve execution (calendar hygiene, task tracking, meeting notes, documentation)

Qualifications

• 4+ years supporting senior executives (C-suite experience strongly preferred; CEO support a plus)
• Proven ability to manage complex, fast-moving schedules with excellent judgment and discretion
• Outstanding written communication (summaries, follow-ups, professional correspondence)
• High tech fluency: Microsoft 365 (Outlook/Teams/OneDrive), plus comfort adopting new tools quickly
• Demonstrated experience using task/project systems (e.g., Asana, Monday, ClickUp, Trello, Planner, Jira—tool-agnostic)
• Comfortable operating in a remote environment with proactive communication and tight follow-through
• Able to travel periodically to Dallas and/or Minneapolis

Ideal Candidate Attributes

• Exceptionally organized—you build structure without needing to be asked
• Strong executive presence; confident, calm, and appropriately assertive when protecting priorities
• Loves turning messy inputs into clean outputs (notes → decisions → actions → closure)
• Anticipates needs and prevents problems before they happen
• Trusted with confidential information and consistently exercises great judgment

What Success Looks Like (Outcomes)

Within the first 60–90 days, you will have:

• Built a reliable system for meeting prep → notes → decisions → action items → follow-through
• Implemented a lightweight “single source of truth” for CEO priorities, deliverables, and deadlines
• Improved calendar quality: fewer collisions, more protected focus time, clearer agendas, better meeting hygiene
• Increased executive follow-through with consistent reminders, status checks, and clean weekly reporting

FULL-SERVICE SHOPPER

Start earning quickly with a flexible schedule

Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.

Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.

As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.

What you get as a shopper:

• Start earning quickly on a flexible schedule*
• Weekly pay with the option of instant cashout
• Potential to earn tips
• Special earnings promotions

Basic requirements:

• 18+ years old (21+ to deliver alcohol)
• Eligible to work in the United States
• Consistent access to a vehicle and a recent smartphone

Additional information:

Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.

Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.

Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.

Review the Independent Contractor Agreement here

*Subject to availability of batches in your area.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Talus Pay is an end-to-end payments solution provider on a mission to change the payments economy! Our solutions approach centers around our company values:

• Forge Trust
• Customer First
• Innovate to Win
• Succeed Together
• Foster Simplicity
• Embrace Inclusion

Be an entrepreneur:

As a Solution Consultant at Talus Pay, you get to set appointments and interact with businesses of all sizes, across all industries and offer them something that will save them money and make their business more efficient. You will also have the opportunity to sell outside your market. In your role, you will be developing and selling new business through business walks, networking, and referral programs.

· Why merchants choose Talus Pay video: · Talus Pay culture video: does a great Solution Consultant do?

We’re looking for energetic, tech-savvy, results-driven sellers for a field-based Solution Consultant position on the short-sales-cycle merchant services sales team. You will be able to offer a super customizable and dependable point of sale system designed to drive business efficiency, take more kinds of payments, help protect business and customer payment transactions, and grow business with our suite of value-added products.

What You Will Do

· Generate your own leads in this business-to-business environment (B2B), which may be complemented by referrals obtained from working relationships you build and develop.

· Retain clients by building relationships and growing portfolios through relationship management and cross consulting.

· Represent the values of embodying the highest ethical standards and treating others with dignity, respect, and genuine concern.

· Able to commit fully to our 12-week training program without interruption.

What You Will Need To Have

· Prior experience in a quota driven self-sourcing sales environment for small to medium size clients.

· Experience with cold-calling and self-sourcing leads.

· Experience developing a plan to effectively build your pipeline and generate top line revenue growth.

· Entrepreneurial mind set and Self-Starter is a must.

How our outside Solution Consultant (B2B Sales) are compensated: NO Cap on Earning potential.

• Guarantee base pay!
• Monthly commission income - High residual split
• Bi-weekly new account signing bonuses

What we provide our outside Solution Consultant (B2B Sales):

• 401k with Company Match
• 25x residual vesting buyback
• Complete Benefits Package
• Paid Training (field, virtual and classroom)
• Monthly Performance Incentives
• Mileage Reimbursement
• Company issued Tools
• Trips/Recognition Programs

Are you an entrepreneur? Your next step starts now. Apply now and let’s connect.

Check out this video for the Insider scoop about this opportunity: Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk and hear. The employee is frequently required to sit for extended periods of time and tolerate unpredictable work hours. The employee is frequently required to walk; use hands and fingers to feel, handle, or operate objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to focus. In addition, the job requires employees to have the ability to hear and communication to customers and co-workers throughout the day for extended periods.

Mental Requirements:

The mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job; work and deadlines may impose pressure on a routine and frequent basis, substantive contacts with people in stressful situations, delicacy and unpredictability of contacts routinely may create significant/constant stress. Talus Payments is an EO Employer – Veterans/Disabled and other protected categories. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. This description reflects managements’ assignment of essential functions. It does not proscribe or restrict the tasks that may be assigned.