Executive Assistant

Overview

EFCU Financial is a fun and award-winning place to work, proudly recognized as one of the “Best Places to Work” in the Greater Baton Rouge Area. At EFCU Financial
, we live by our core values of integrity, innovation, inclusion, and service. These values guide how we treat our members, support our community, and work together as a team.

We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. This includes 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, and team member loan discounts. Our incentive plans and employee referral program reward your contributions, while our service awards recognize your dedication.

We are seeking an Executive Assistant with experience delivering high-level executive and confidential support with precision and discretion to support the Chief Executive Officer and the Board of Directors. This role is the heartbeat of coordination—interfacing seamlessly with senior leadership, board members, team members, guests, and vendors. You’ll be the go-to expert for crafting polished reports, correspondence, manuals, and spreadsheets, leveraging a wide array of digital tools to keep operations running smoothly and communications sharp.

• 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.

• Critical Knowledge, Skills, and
  
  Educational Requirements:
  
  
• 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.
• 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.
• Knowledge of Credit Union products and services is a plus.

The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Normal office environment where there is little discomfort or exposure to hazards due to temperature, dust, noise, etc.
• While performing the duties of this position, the team member is regularly required to walk; use hands and fingers, reach with hands and arms.
• The team member consistently is required to stand and sit, view computer screen, talk and hear, and at times may lift/move up to 10 pounds.