Executive Assistant & Board Liaison (Onsite)

Abri Credit Union•Romeoville, IL
•Onsite

About The Position

The Executive Assistant & Board Liaison provides administrative and document support to Board members, the Senior Management Team, and the President & CEO. The role coordinates Board and Committee meetings and materials, prepares Board reports and meeting minutes, maintains corporate records and governance documents, and supports director education and the election of directors. It also assists with annual membership meetings, staff meetings, strategic plan updates, executive billing, and Human Resources and Training activities as needed. The position is based onsite and has a regular Monday–Friday schedule of 8:30 a.m.–5:00 p.m., totaling 40 hours per week. Flexibility is required for Board and staff meetings, including occasional early mornings and evening hours after 5:00 p.m., 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 credential 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 and receipt of materials by Board members.
  • 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.
  • Remind Directors of scheduled meetings and coordinate attendance and materials for out-of-town Directors.
  • Schedule conference rooms 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.
  • Keep current with travel reimbursement policies and ensure authorized reimbursements are made.
  • Update, duplicate, and distribute the ACU Corporate Policy Manual, Bylaws, Rules and Regulations, American Share Insurance letters, and other materials as required.
  • 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 a history of updates.
  • Organize and assist with planning all-staff 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 support onboarding and job readiness.
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