Executive Assistant

Allegacy Federal Credit Union•Winston-Salem, NC

10d

About The Position

The Executive Assistant provides high-level, trusted administrative support to a team of executive leaders, helping Allegacy Financial operate with clarity, responsiveness, and excellence. The role manages complex schedules and communications, coordinates executive travel and meetings, develops polished materials, and independently advances projects requiring discretion, sound judgment, and attention to detail. The Executive Assistant partners with the Chief of Staff to support Board of Directors meetings, leadership retreats, conferences, and special events. The role strengthens the preparation, relationships, and follow-through that help leaders serve Allegacy members and communities. It also requires protecting confidential information, following organizational policies and procedures, and adapting to changing schedules and business needs.

Requirements

High school diploma or equivalent required.
Three or more years of comparable administrative experience supporting senior or executive leaders.
Strong proficiency in Microsoft Suite, including Copilot, Adobe Acrobat, and related business technology.
Experience drafting, compiling, and editing business correspondence, including emails, member letters, reports, proposals, presentations, and meeting minutes.
Demonstrated judgment and initiative, with the ability to work independently in a dynamic environment with competing priorities and deadlines.
Strong interpersonal skills and ability to build trusted relationships and collaborate across the organization.
Problem-solving skills, exceptional attention to detail, and consistent accuracy and follow-through.
Excellent verbal and written communication skills.
Ability to operate standard office equipment.
Must be bondable.
Ability to sit or stand for extended periods in a typical office environment and lift up to 45 pounds.
Ability to travel less than 25%.

Nice To Haves

College degree strongly preferred.
Financial services experience preferred.
Prior experience coordinating activities for a Board of Directors is highly desirable.
Strong storytelling and research skills preferred.
Notary designation desired.

Responsibilities

Develop and edit presentations, emails, reports, spreadsheets, memos, meeting materials, and other business communications for executive leaders.
Manage complex calendars for multiple executives, including onsite and virtual meetings, appointments, conference calls, and related logistics; manage incoming correspondence as needed.
Meet regularly with supported executives to align priorities, schedules, initiatives, and deadlines; anticipate needs, identify conflicts, and flag critical dates and follow-up.
Coordinate airline, hotel, ground transportation, and other travel arrangements, and prepare detailed itineraries for executives and teams.
Use business technology to create professional analyses, correspondence, reports, and presentations.
Maintain executive records, minutes, corporate files, and reports securely and in an organized manner to support retrieval and retention.
Process and track executive expense reports in accordance with Allegacy Financial policies and procedures.
Research and complete special projects using initiative, independent judgment, resourcefulness, and follow-through.
Represent executive intent, schedules, and preferences professionally when working with external partners, members, Board members, and Allegacy team members.
Follow Allegacy Financial policies and procedures, remain familiar with relevant Board and handbook requirements, and protect confidential and sensitive information.
Partner with the Chief of Staff to support Board of Directors meetings, leadership retreats, conferences, and special events.
Complete other job-related duties and special assignments as needed.
Communicate detailed or important instructions and ideas accurately, clearly, and promptly; understand, remember, follow, and exchange instructions and guidelines.
Apply sound reasoning and decision-making to resolve routine and complex problems; maintain dependable attendance and punctuality.
Participate in volunteer opportunities and professional development, including administrative support conferences, webinars, and continuing education.
Adapt to schedule or business changes, including occasional after-hours or Saturday work.