Position Summary:

The Executive Assistant (EA) to the CEO provides high-level administrative support, ensuring the CEO’s office operates efficiently and effectively. This role requires exceptional organizational, communication, and interpersonal skills to manage complex schedules, coordinate strategic initiatives, and serve as a trusted liaison between the CEO, Board of Directors, and senior leaders. A key responsibility of this role includes managing all logistics and materials related to monthly Board of Directors meetings.

Essential Duties and Responsibilities:

• Manage and prioritize the CEO’s calendar, appointments, travel, and correspondence with discretion and sound judgment.
• Prepare and edit reports, presentations, and communications on behalf of the CEO.
• Serve as the primary point of contact for internal and external inquiries directed to the CEO’s office, exercising professionalism and confidentiality.
• Coordinate and track the CEO’s deliverables, ensuring timely follow-up and completion of commitments.
• Support preparation for executive meetings, conferences, and events, including research, materials, and post-meeting follow-up as needed.
• This position is deemed an essential position and must follow the essential employee requirements. 
• Complete all required training by or before the assigned deadline. 
• Other duties as assigned.

Board of Directors Support:

• Coordinate all logistics for monthly Board of Directors meetings, including scheduling, venue or virtual setup, catering, and technology arrangements.
• Prepare, compile, and distribute Board packets and meeting materials in collaboration with the CEO and senior leadership.
• Draft and finalize Board meeting agendas, minutes, and resolutions, maintaining accuracy and confidentiality.
• Track and manage action items and follow-up tasks resulting from Board meetings.
• Maintain up-to-date Board and volunteer records, directories, and governance documents in compliance with organizational policies.
• Serve as the primary liaison between the CEO, Board Chair, and Directors to facilitate communication and timely information sharing.

Senior Leadership Team (SLT) Support: 

• Assist SLT with administrative support as needed. 
• Collect reports, updates, and metrics from SLT members for CEO and Board review.
• Support cross-departmental communication and alignment on priorities and initiatives.
• Assist in tracking organizational goals and project deadlines.
• Facilitate follow-up actions from SLT meetings and ensure accountability.

Organizational Coordination:

• Collaborate with leadership and cross-functional teams to align priorities and streamline operations on behalf of the CEO.
• Handle sensitive and confidential information with discretion and professionalism.
• Support special projects and strategic initiatives as assigned by the CEO.
• Anticipate needs and proactively address issues to ensure the CEO’s effectiveness and focus on organizational priorities.
• Update staff schedules on Teams as needed. 

Knowledge, Skills and Abilities:

• Deep understanding of how a credit union functions, and the value it brings to its members and community.  This includes understanding of what a Cooperative is, as that is the business models of all credit unions.
• Deep understanding of executive administrative practices, office management, and business communications.
• Working knowledge of Board of Directors operations, including meeting protocols, minute-taking, and recordkeeping.
• Familiarity with organizational policies, confidentiality standards, and legal/ethical requirements for handling sensitive corporate information.
• Proficiency with productivity and collaboration software (e.g., Microsoft 365, PowerPoint, Excel, Zoom, Teams, etc).

Knowledge, Skills and Abilities continued:

• Understanding of document management systems (e.g., SharePoint, etc.) 
• Knowledge of travel coordination, expense management, and vendor relations best practices.
• Exceptional verbal and written communication skills, with the ability to draft professional correspondence, reports, and presentations on behalf of the CEO.
• Demonstrated ability to manage multiple priorities, deadlines, and competing demands efficiently and independently.
• Skilled in planning and executing high-level meetings, particularly Board and executive sessions, ensuring seamless logistics and professional materials.
• Accuracy and precision in scheduling, document preparation, and meeting minutes.
• Strong interpersonal skills for building trust and rapport with Board members, senior executives, staff, and external partners.
• Advanced computer literacy and comfort learning new systems quickly.
• Ability to anticipate needs, troubleshoot issues, and implement proactive solutions.
• Exercise a high degree of discretion, judgment, and diplomacy in handling confidential and sensitive information.
• Anticipate the CEO’s needs and act proactively to ensure readiness for meetings, travel, and commitments.
• Work independently with minimal supervision while maintaining alignment with organizational priorities.
• Adapt quickly to shifting priorities and navigate ambiguity in a fast-paced, dynamic environment.
• Maintain composure and professionalism under pressure and tight deadlines.
• Represent the CEO and organization with poise, professionalism, and discretion.
• Foster an atmosphere of efficiency, collaboration, and trust within the executive office.

Confidentiality:

Employees are required to maintain the confidentiality of all sensitive Cornerstone CFCU, member, employee, and proprietary information both during and after their employment. If an employee has a question about the confidentiality of a particular matter, they should consult with their Manager/Supervisor or Human Resources. Any violation of this rule may subject the employee to disciplinary action, up to and including termination of employment.

Qualifications:

• Bachelor’s degree in Business Administration, Communications, or related field preferred.
• 5+ years of experience supporting a C-level executive, preferably in a fast-paced corporate or nonprofit environment.
• Demonstrated experience coordinating Board of Directors or executive-level meetings.
• Excellent organizational, writing, and communication skills with meticulous attention to detail.
• Proven ability to handle confidential information with discretion.
• Strong proficiency in Microsoft Office Suite, and virtual meeting platforms (e.g., Zoom, Teams).
• Ability to manage multiple priorities under tight deadlines with professionalism and composure.
• Bondable upon initial employment and continue to be bondable throughout term of employment.

Physical Requirements:

The functions of the position usually performed sitting but may require some amount of time standing. Some amount of stooping, kneeling, bending, crouching, lifting, walking, carrying and other movements may be required. Tasks involving working on a computer keyboard, typewriter, calculator, cutting, labeling and taping involve extensive wrist and hand movements. All individuals are required to be able to perform these movements without significant risk of injury to themselves or others.

EOE Race/Sex/Vet/Disability

 Cornerstone CFCU is an equal opportunity employer that complies with the laws and regulations set forth in the following EEO Is the Law poster:

 http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

 Cornerstone CFCU is committed to diversity, and values the ways in which we are different.