Executive & Board Governance Coordinator (Hybrid)

Advancial; Dallas, Northern (TX, KY); Hybrid; USD 57,000 - 71,000; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

401(k) plan

Paid time off

Job summary

Advancial, a Dallas-based credit union, seeks a Corporate Administrator to provide confidential, high-level administrative support to the Management Team, Board, and Supervisory Committee. The role balances governance deadlines with operational needs in a hybrid work setting at the Corporate office.

Responsibilities include coordinating board and executive meetings, managing governance materials, scheduling travel, and supporting audits and policy administration.

Qualifications

• High level of professionalism, discretion, and confidentiality when handling sensitive information.
• Exceptional organizational, planning, and time management skills with ability to balance priorities.
• Strong written and verbal communication across all organizational levels.
• Experience preparing executive correspondence, presentations, reports, and meeting minutes.
• Ability to coordinate meetings, travel, events, and multiple projects simultaneously; event planning preferred.
• Strong analytical and problem-solving skills with keen attention to detail.
• Experience supporting executive leadership, boards, or governance functions preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Access) and collaboration platforms.
• Flexibility to work occasional non-traditional hours.

Responsibilities

• Board & Executive Meeting Coordination — Prepare agendas, Board packets, presentations, reports, minutes, and governance communications.
• Governance Portal & Document Management — Maintain Board portals and ensure policies, bylaws, calendars, committee materials, and governance documents remain accessible.
• Executive Scheduling & Travel — Coordinate executive calendars, business travel, conferences, catering, and events.
• Recognition & Organizational Programs — Support recognition programs, coordinate speakers, manage invitations and materials, and monitor budgets.
• Research & Reporting — Conduct research and prepare statistical, financial, and operational reports.
• Policy Management System Administration — Coordinate annual policy reviews, maintain policy records, and generate compliance reports.
• Project Tracking & Operational Support — Assist with project tracking, calendar reminders, report generation, and organizational initiatives.
• Records & Document Retention — Maintain executive records, historical files, scanning, auditing, and retention processes.
• Internal Audit Support — Prepare audit correspondence and support administrative needs.
• Emergency Response Plan Support — Coordinate updates, testing, and periodic reviews.
• Executive Mail & Administrative Services — Oversee daily executive mail distribution and support for leadership and Board.
• Vendor Contract & Due Diligence Support — Track vendor documentation, reviews, contract records, and RFP communications.

Skills

Executive support

Time management

Communication skills

Meeting minutes

Event planning

MS Office

Governance support

Analytical thinking

Independent work

Discretion & confidentiality

Education

High school diploma

Tools

Microsoft Office

Job description

Advancial, a Dallas-based credit union, seeks a Corporate Administrator to provide confidential, high-level administrative support to the Management Team, Board, and Supervisory Committee. The role balances governance deadlines with operational needs in a hybrid work setting at the Corporate office.

Responsibilities include coordinating board and executive meetings, managing governance materials, scheduling travel, and supporting audits and policy administration.