Board Liaison & Executive Assistant

Abri Credit Union; Romeoville (IL); On-site; USD 34,000 - 38,000; Full time

Benefits offered by this job

401k Match

Health insurance

Vacation days

Personal leave

Paid holidays

Dress code

Training support

Job summary

Abri Credit Union seeks a Board Liaison & Executive Assistant to support Board members, senior executives, and the President/CEO. You will prepare documents, coordinate materials, and manage confidential records while ensuring timely distribution for board and committee activities.

The role requires strong organizational skills, 3+ years of secretarial experience, proficiency in Adobe Acrobat and Microsoft Office, and the ability to work on-site in Romeoville, IL.

Qualifications

• Minimum of 3 years of secretarial or administrative experience.
• High School Graduate.
• Proficient in Adobe Acrobat and Microsoft Office including document creation and scheduling with Outlook.
• Exceptional interpersonal skills, communication, attention to detail, prioritization, and time management.
• Must have Notary or ability to obtain.
• Support for C-Level Executives and administrative experience in a financial institution.

Responsibilities

• Prepare Board materials, reports and meeting minutes for review.
• Coordinate document preparation and distribution for Board, Senior Management, and President/CEO.
• Maintain master records of corporate documents and manuals.
• Schedule and organize Board/Committee meetings and travel.
• Liaise with Nominating Committee and governance tasks.

Skills

Interpersonal skills

Communication

Time management

Prioritization

Attention to detail

Independent working

Judgement

Education

High School Graduate

Tools

Adobe Acrobat

Microsoft Office

Outlook

Excel

Word

PowerPoint

Job description

Board Liaison & Executive Assistant

As our Board Liaison & Executive Assistant, you will be:

• Responsible for word processing and spreadsheets for Board members, Senior Management Team, and President & CEO
• Handling major document preparation projects, coordinating, photocopying, collating, and distributing for these groups
• Preparing monthly Board reports and coordinates distribution and receipt of materials by Board members
• Maintaining the master records of corporate documents, Corporate Policy Manual, Board Committee and Board materials
• Tracking education events for Board and assisting Board Education and Development Committee as needed
• Conducting courtesy reminder calls or e-mails to individual Directors to remind them of scheduled meetings
• Calling out-of-town directors to schedule attendance at committee and board meetings and supplies them with needed materials
• Scheduling board conference room for monthly and special Board and Committee meetings
• Attending Board and Committee meetings and drafts meeting minutes to be reviewed by appropriate Committee Chair and President/CEO prior to distribution
• Working as liaison with Nominating Committee with meetings, advertising, promotion, and mailings in conjunction with the election of directors
• Staying current with policies for travel reimbursement and assures that reimbursements are made as authorized
• Updates, duplicates, and distributes ACU Corporate Policy manual, ByLaws, Rules and Regulations, American Share Insurance letters, and other materials as required to appropriate staff, auditors, and Board members
• Processing and filing confidential reports, records, and documents
• Handling signature updates for all banks, brokers, other financial institutions, and Illinois Department of Financial & Professional Regulation (IDFPR) as needed
• Handling bylaw changes and other approvals from the IDFPR
• Organizing annual meeting of the membership including annual meeting reports and works with Marketing department on member RSVPs
• Updating Strategic Business Plan and keeping history of updates
• Organizing and assisting with planning all-staff meetings and What's Up Wednesday meetings
• Updating organizational chart as needed
• Actively participates in industry networks to bring innovative ideas to the credit union
• Handling billing and invoices for President & CEO as directed
• Assisting Human Resources and Training as needed

Requirements

• Minimumof 3 years secretarial or administrative
• High School Graduate
• Proficient in Adobe Acrobat & Microsoft Office (Outlook, Word, Excel, and PowerPoint) including the ability to create documents, presentations, and spreadsheets from either templates or scratch, and scheduling using outlook
• Exceptional interpersonal skills, communication, attention to detail, prioritization, and time management
• Must have Notary or ability to obtain
• High ethical standards, ability to handle confidential data, exhibit initiative, work well independently, and exercise sound judgement
• Supporting C-Level Executives and administrative experience in a financial institution

Benefits

• Our 401k Match is as high as 7.98%
• We offer Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
• You'll:
• accrue 12 days of vacation per year
• be given 5 days of personal leave per year
• be given up to 13 paid holidays per year
• Our dress code is relaxed, business casual and company logo wear
• We have a team of trainers to get you ready to be fabulous on the job!

For a full list of our benefits, visit https://www.abricu.com/home/careers/benefits

Hours

Mon-Fri 8:30am-5:00pm

Note: Regular work schedule is 40 hours per week; however, flexibility is required to accommodate board and staff meetings, including occasional early mornings and evening hours after 5pm. These typically occur on the third and fourth Wednesday of each month.

Role is 100% onsite at the Romeoville branch.

Compensation

$25 - $27.50 hourly (negotiable - based on experience)

EOE