Executive Assistant

About Us

We’re proud to be recognized as one of USA TODAY’s Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation’s longest-standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions. At Advancial, we believe work should be meaningful and energizing. We’re a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.

Responsibilities

• Board & Executive Meeting Coordination — Prepare agendas, Board packets, presentations, reports, minutes, and governance communications.
• Governance Portal & Document Management — Maintain Board portals and ensure policies, bylaws, calendars, committee materials, and governance documents remain accurate and accessible.
• Executive Scheduling & Travel — Coordinate executive calendars, business travel, conferences, catering, and special events.
• Recognition & Organizational Programs — Support recognition programs, coordinate speakers, manage invitations and materials, and monitor event budgets.
• Research & Reporting — Conduct research and prepare statistical, financial, and operational reports.
• Policy Management System Administration — Coordinate annual policy reviews, maintain policy records and revision histories, and generate compliance reports.
• Project Tracking & Operational Support — Assist with project tracking, calendar reminders, report generation, and support organizational initiatives.
• Records & Document Retention — Maintain executive records, historical files, scanning, auditing, and document retention processes.
• Internal Audit Support — Prepare audit correspondence, assist with research, and support CUSO and ROC administrative needs.
• Emergency Response Plan Support — Coordinate updates, testing, and periodic reviews to support business continuity readiness.
• Executive Mail & Administrative Services — Oversee daily executive mail distribution and administrative support for leadership and the Board.
• Vendor Contract & Due Diligence Support — Track vendor documentation, coordinate annual reviews, maintain contract records, facilitate communication with vendors and SMEs, and support the RFP process.
• Member & Employee Experience — Cultivate a positive, respectful, and collaborative culture across the organization. Foster 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.

Requirements

• 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.

This role is hybrid at our corporate office.

Pay

Compensation ranges from $57,000–71,000 annually, based on qualifications and education.

Benefits

• Comprehensive Healthcare & Insurance — Healthcare, life insurance, and 401(k) benefits.
• Take Time for Life — 11 company holidays and three weeks of vacation. Access to vacation homes in Destin, FL, and Breckenridge, CO (free for you and your loved ones, with only taxes to cover).
• Retire with Confidence — Employer contributions to your 401(k).
• Care for Your Pets — Affordable pet insurance with employer contributions.
• Invest in Your Growth — After one year, 80% tuition coverage for continuing education and career advancement.
• Navigate Life’s Surprises — Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses.