Executive Assistant to the CEO

Erie Federal Credit Union • Erie, PA

4d

About The Position

The Executive Assistant to the CEO provides high-level, confidential administrative and operational support to the Chief Executive Officer, enabling the effective execution of executive priorities through sound judgment, strict confidentiality, and proactive support. The role helps ensure the efficient operation of the Executive Office and serves as a primary liaison among the CEO, Board of Directors, employees, and key stakeholders.

The position manages executive administrative and project-based priorities; conducts research and gathers information; organizes resources; prepares reports and correspondence; responds to information requests; supports special projects; and coordinates meeting and travel logistics. Duties include executive calendar and meeting coordination, Board and event logistics, preparation of reports and governance materials, CDFI certification and reporting coordination, support for audits and regulatory reviews, and community outreach and employee engagement activities.

The role also maintains confidential CEO and Board records, supports the credit union’s annual report and quarterly member newsletter, preserves historical materials, and maintains knowledge of credit union operations, policies, and applicable regulatory requirements.

Requirements

• High school diploma or equivalent.
• At least three years of executive-level administrative support experience.
• Strong organizational, time-management, and multitasking skills.
• Ability to handle confidential and sensitive information with discretion.
• Ability to meet deadlines and work independently and as part of a team.
• Excellent interpersonal, verbal, and written communication skills.
• Intermediate mathematical proficiency, including calculations involving decimals, percentages, and fractions.
• Advanced oral and written communication and organizational skills.
• Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
• Strong proofreading skills and attention to detail.
• Working knowledge of credit union products, services, policies, and procedures.
• Positive and professional attitude.

Nice To Haves

• Additional post-secondary education or related experience.

Responsibilities

• Screen and prioritize incoming correspondence and telephone calls; prepare, edit, proofread, and process documents; and maintain organized records and files.
• Coordinate the CEO’s schedule, appointments, meetings, travel, and other executive commitments.
• Prepare and facilitate meetings, draft executive correspondence and reports, and administer the credit union’s secure board management platform.
• Serve as CDFI certification and reporting coordinator, ensuring timely compliance, data collection, reporting, and program administration.
• Review and respond to correspondence and inquiries using independent judgment; refer routine matters to appropriate parties and follow up on resolution.
• Maintain confidential paper and electronic filing systems for CEO and Board records and documentation.
• Administer the CEO’s professional memberships, subscriptions, and industry publications.
• Coordinate CEO and Board conference registrations, travel arrangements, and lodging.
• Plan and coordinate logistics for Board meetings, the Annual Meeting, the Annual Strategic Planning Session, and other special events.
• Coordinate travel and accommodations for business guests and arrange meeting and event facilities, materials, catering, and hospitality.
• Prepare and distribute monthly reports and complete monthly Symanalyze data entry and reporting by established deadlines.
• Conduct specialized and confidential research and data analysis and prepare reports.
• Assist with preparing, formatting, and assembling Board meeting materials and Annual Strategic Planning materials.
• Maintain the permanent archive of Board meeting minutes and related records.
• Assist with documentation and supporting materials for external audits, examinations, and regulatory reviews.
• Support staff enrichment, volunteer, and community outreach initiatives; represent the credit union at community events.
• Monitor member concerns, complaints, correspondence, and inquiries and communicate them to the CEO as appropriate.
• Coordinate CEO and Board participation in community activities, including ticket sales and related engagement opportunities.
• Manage employee engagement, outreach, and recognition programs.
• Maintain knowledge of Erie FCU’s bylaws, products, services, operations, policies, procedures, and applicable laws and regulations, including NCUA requirements.
• Enhance professional knowledge through continuing education, publications, networking, industry involvement, and participation in relevant professional organizations.
• Maintain a clean, secure, and organized work area in accordance with the Clean Desk Policy.
• Prepare, edit, and proofread correspondence, reports, presentations, and other business documents.
• Maintain and preserve Erie FCU heritage materials and historical records.
• Support development of Erie FCU’s annual report and quarterly member newsletter.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED