EFCU Financial · 13 hours ago
Executive Assistant
Baton Rouge, LA
Full-time
Onsite
Mid, Senior Level
5+ years expEFCU Financial is a fun and award-winning place to work, recognized as one of the “Best Places to Work” in the Greater Baton Rouge Area. They are seeking an Executive Assistant to provide high-level executive support to the Chief Executive Officer and the Board of Directors, ensuring smooth operations and effective communication within the organization.
Financial Services
Responsibilities
Prepare meeting materials for the Chief Executive Officer and the Board of Directors, including agendas, minutes, and committee reports
Manage the calendar for the Chief Executive Officer, proactively scheduling, coordinating, and confirming all internal and external meetings to ensure optimal time management and preparedness. Communicate with stakeholders to arrange and adjust meeting times as needed, providing timely reminders and ensuring all necessary materials are prepared in advance
Assemble and organize all materials needed for the monthly Board meetings and Board committee meetings
Manage all incoming and outgoing mail from the Chief Executive Officer and Board of Directors
Schedule travel arrangements for Board of Directors, Volunteers, and the Chief Executive Officer. Review official Travel Expense Forms and documentation before final approval
Attend conferences occasionally to support on-site coordination and ensure a seamless experience for other EFCU Financial participants
Plan, coordinate, and oversee internal and external events such as leadership retreats, board events and meetings, team meetings, team recognition programs and member engagement events. Work with vendors, venues and internal teams to ensure successful event execution. Prepare event communications, agendas, and materials
Support the rollout of organizational initiatives such as community outreach programs, internal process improvements and member engagement campaigns. Track deadlines, milestones, and deliverables for initiatives. Assist with internal communications, presentations, and reports related to Credit Union initiatives
Attend monthly Board Meetings and Board related committee meetings
Perform specialized or confidential administrative duties, including researching data and preparing reports as needed
Oversee the calendars of the Chief Executive Officer and the Board of Directors
Keep the Chief Executive Officer advised of complaints, telephone calls, and letters received
Act as the Purchasing Agent for the Credit Union, including procuring and transporting supplies as needed
Schedule meeting locations for Board Meetings, Executive Committee Meetings, and Board Planning Sessions
Maintain corporate files and records
Assist in other assigned duties
Qualification
Required
High School Diploma or equivalent
A minimum of 5 years clerical with a minimum of 2-year in-depth administrative experience
Must have excellent writing, communication, and interpersonal skills
Exceptional organizational skills
Proficient in desktop computer software
Ability to travel occasionally
Exceptional typing skills are a must
Knowledge of contract terminology
Must be dependable and reliable
Must pass all credit and bond requirements
Preferred
Knowledge of Credit Union products and services is a plus
Benefits
Medical, dental, and vision insurance
Paid time off
Holidays
Parental leave
A 401(k) plan with employer contributions
Tuition reimbursement
Short- and long-term disability
Life insurance
A Health Savings Account (HSA)
Pet insurance
Team member loan discounts
Incentive plans
Employee referral program
Service awards
Company
EFCU Financial
EFCU is a full service financial institution passionate about improving customer's financial well-being.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tom Kuslikis
CEO
Recent News
2024-10-27
Company data provided by crunchbase