Board Liaison & Executive Assistant (Onsite)

Abri Credit Union•Romeoville, IL
•$25 - $27•Onsite

About The Position

The Board Liaison & Executive Assistant supports the Board of Directors, Senior Management Team, and President & CEO through administrative, document-management, meeting-coordination, and confidential-records work. The position prepares Board materials and monthly reports, maintains corporate records and policy documents, coordinates meeting logistics and communications, and attends Board and Committee meetings to draft minutes for review. It also supports director elections, the annual membership meeting, organizational planning documents, all-staff events, and other administrative needs across the organization, including assistance to Human Resources and Training. The regular schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m., for 40 hours per week. Flexibility is required for occasional early mornings and evening hours after 5:00 p.m. to accommodate Board and staff meetings, typically on the third and fourth Wednesday of each month. Compensation is $25.00–$27.50 per hour, negotiable based on experience.

Requirements

  • At least 3 years of secretarial or administrative experience.
  • High school graduate.
  • Proficiency in Adobe Acrobat and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  • Ability to create documents, presentations, and spreadsheets from templates or from scratch, and to schedule using Outlook.
  • Exceptional interpersonal and communication skills, attention to detail, prioritization, and time management.
  • Must have a Notary commission or be able to obtain one.
  • High ethical standards and the ability to handle confidential data, show initiative, work independently, and exercise sound judgment.
  • Experience supporting C-level executives and administrative experience in a financial institution.

Responsibilities

  • Prepare word-processing documents and spreadsheets for Board members, the Senior Management Team, and the President & CEO.
  • Coordinate major document-preparation projects, including photocopying, collating, and distributing materials.
  • Prepare monthly Board reports and coordinate the distribution of and receipt of materials by Board members.
  • Maintain master records of corporate documents, the Corporate Policy Manual, Board Committee materials, and Board materials.
  • Track Board education events and assist the Board Education and Development Committee as needed.
  • Send courtesy reminders to individual Directors about scheduled meetings.
  • Contact out-of-town directors to schedule attendance at committee and Board meetings and provide needed materials.
  • Schedule the Board conference room for monthly and special Board and Committee meetings.
  • Attend Board and Committee meetings and draft minutes for review by the appropriate Committee Chair and President/CEO before distribution.
  • Liaise with the Nominating Committee on meetings, advertising, promotion, and mailings related to director elections.
  • Stay current with travel reimbursement policies and ensure reimbursements are made as authorized.
  • Update, duplicate, and distribute the ACU Corporate Policy Manual, Bylaws, Rules and Regulations, American Share Insurance letters, and other materials to appropriate staff, auditors, and Board members.
  • Process and file confidential reports, records, and documents.
  • Handle signature updates for banks, brokers, other financial institutions, and the Illinois Department of Financial & Professional Regulation as needed.
  • Handle bylaw changes and other approvals from the Illinois Department of Financial & Professional Regulation.
  • Organize the annual membership meeting, including annual meeting reports, and coordinate with Marketing on member RSVPs.
  • Update the Strategic Business Plan and maintain a history of updates.
  • Organize and assist with planning all-staff meetings and What's Up Wednesday meetings.
  • Update the organizational chart as needed.
  • Participate actively in industry networks to bring innovative ideas to the credit union.
  • Handle billing and invoices for the President & CEO as directed.
  • Assist Human Resources and Training as needed.

Benefits

  • 401(k) match of up to 7.98%.
  • Blue Cross health insurance, with up to 90% of employee premiums and 70% of dependent premiums paid.
  • Accrual of 12 vacation days per year.
  • Five days of personal leave per year.
  • Up to 13 paid holidays per year.
  • Relaxed business-casual dress code and company-logo wear.
  • A team of trainers to support onboarding and job readiness.
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