Executive Assistant, Executive Team

Fortera Credit Union • Clarksville, TN

387d

About The Position

The Executive Assistant to the Executive Team at Fortera Credit Union provides essential administrative support to the C-Suite executives, primarily under the supervision of the COO. This role involves managing correspondence, expense reporting, meeting coordination, and travel arrangements, as well as compiling monthly executive reports and ensuring the smooth operation of the executive office.

Requirements

• Proven experience as an executive assistant or in other administrative roles.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
• Ability to handle confidential information with discretion.
• Strong attention to detail and problem-solving skills.

Nice To Haves

• Experience in a financial institution or credit union environment.
• Familiarity with board meeting procedures and documentation.
• Ability to work independently and prioritize tasks effectively.

Responsibilities

• Provide administrative support to the C-Suite Executive Team.
• Handle correspondence and expense reporting for executives.
• Conduct research and compile monthly executive reports.
• Plan and coordinate meetings, including scheduling and logistics.
• Take and disseminate meeting minutes and ensure follow-up on action items.
• Make travel arrangements for executives as requested.
• Greet visitors and escort them to meetings and appointments.
• Process supply orders and manage office supplies.
• Answer phone calls and emails in a professional manner.
• Sort and distribute incoming mail to appropriate executives.
• Maintain accurate files and records for correspondence and reports.
• Act as backup to the Executive Assistant, Corporate, when needed.
• Assist in planning and execution of meetings and events, including catering.
• Ensure the board room is maintained and ready for meetings.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Paid holidays and vacation time.
• Professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed