Executive Assistant

Responsibilities

• Provide confidential, high-level administrative support to the Management Team, Board of Directors, and Committees.
• Maintain intranet/extranet board sites and digital board packets for ALCO, CUSOs, Board, and Supervisory Committee.
• Coordinate executive, management, and Board meetings: agendas, reports, presentations, and policy research.
• Provide administrative support: minutes, research, reports, recognition programs (President's Circle, Bright Ideas), conferences, travel, and event budgets.
• Administer Policy Management system: track approvals, revisions, annual reviews, and compliance.
• Back up Emergency Response Plan coordination: updates, testing, and continuity readiness.
• Support Project/KSF Tracking System: updates, reminders, and reporting for Project Management.
• Manage daily executive mail distribution for Management and Board.
• Assist with Vendor Contract Management: documentation, timelines, and due diligence tracking.
• Support Internal Audit: external audit prep, research, and CUSO/ROC administrative tasks.
• Maintain executive file databases: scanning, archiving, timeline tracking, and reminders.
• Organize events, meetings, and travel for Executives, Supervisory Committee, and Board.
• Cultivate a positive, respectful, and collaborative culture across the organization—fosters strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

• High school diploma required.
• High level of professionalism, discretion, and sound judgment, with strict confidentiality when handling sensitive information.
• Exceptional organizational, planning, and time management skills; able to manage competing priorities and deadlines.
• Strong written and verbal communication abilities across all organizational levels.
• Experience preparing executive correspondence, presentations, reports, and meeting minutes.
• Ability to coordinate meetings, travel, events, and multiple projects simultaneously; event planning experience preferred.
• Strong analytical and problem‑solving skills with keen attention to detail.
• Proficient in Microsoft Office Suite (Word, Excel, Access) and collaboration platforms.
• Experience supporting executive leadership, boards of directors, or governance functions preferred.
• Ability to work independently while fostering respectful, collaborative relationships with departments, branches, and Board members.
• Flexibility to work occasional non‑traditional hours to support meetings and organizational events.