Board Liaison & Executive Assistant

Abri Credit Union•Romeoville, IL
•$25 - $28•Onsite

About The Position

The Board Liaison & Executive Assistant provides administrative and document support to Board members, the Senior Management Team, and the President & CEO. The role prepares and distributes Board materials and monthly reports; maintains corporate, policy, and Board records; coordinates meetings and supports Board education, committee, and director-election activities. It also assists with annual membership meetings, organization-wide meetings, strategic-plan and organizational-chart updates, and administrative requests from the President & CEO, Human Resources, and Training. The position handles confidential records, regulatory and financial-institution signature updates, and related approvals. This is a 100% onsite position at the Romeoville branch, with a regular schedule of Monday through Friday, 8:30 a.m. to 5:00 p.m., totaling 40 hours per week. Flexibility is required for Board and staff meetings, including occasional early mornings and hours after 5 p.m., typically on the third and fourth Wednesday of each month. Compensation is $25–$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 (Outlook, Word, Excel, and PowerPoint), including creating documents, presentations, and spreadsheets from templates or from scratch, and scheduling using Outlook.
  • Exceptional interpersonal skills, communication, 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

  • Provide word processing and spreadsheet support to 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 distribution and receipt of Board materials.
  • Maintain master records of corporate documents, the Corporate Policy Manual, and Board Committee and Board materials.
  • Track Board education events and assist the Board Education and Development Committee as needed.
  • Send courtesy reminders to 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 (IDFPR) as needed.
  • Handle bylaw changes and other approvals from the IDFPR.
  • Organize the annual membership meeting, including annual meeting reports, and work with Marketing on member RSVPs.
  • Update the Strategic Business Plan and maintain the history of updates.
  • Organize and assist with planning all-staff meetings and What's Up Wednesday meetings.
  • Update the organizational chart as needed.
  • Participate 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.
  • 12 days of vacation accrued per year.
  • 5 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 prepare employees for the job.
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