Executive Assistant

Advancial Federal Credit Union

Executive Assistant providing high-level administrative support to the Management Team and Board at Advancial. Managing executive responsibilities and fostering collaborative culture in Dallas office.

Posted 7/13/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $57,000 - $71,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates exceptional organizational, planning, and time management skills while providing high-level administrative support to executive leadership and governance functions. Proficient in managing multiple projects, coordinating meetings, and fostering collaborative relationships across the organization.

Highest-signal resume keywords

Microsoft Office Suite ProficiencyExecutive Correspondence PreparationEvent Planning ExperienceAnalytical And Problem-Solving SkillsConfidentiality And Discretion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Administrative SupportPolicy ManagementProject ManagementMeeting CoordinationReport PreparationMinutes DocumentationEvent Budget ManagementVendor Contract ManagementResearch SkillsFile Database Management

Soft Skills

ProfessionalismDiscretionOrganizational SkillsCommunication AbilitiesCollaboration

Tools & Technologies

Intranet/Extranet Board SitesDigital Board PacketsProject/KSF Tracking SystemEmergency Response Plan CoordinationCollaboration Platforms

Industry Keywords

Board Of Directors SupportGovernance FunctionsCredit Union ValuesExecutive Leadership SupportInternal Audit Preparation

About the role

Key responsibilities & impact

Provide confidential, high-level administrative support to the Management Team, Board of Directors, and Committees.
Maintain intranet/extranet board sites and digital board packets for ALCO, CUSOs, Board, and Supervisory Committee.
Coordinate executive, management, and Board meetings: agendas, reports, presentations, and policy research.
Provide administrative support: minutes, research, reports, recognition programs (President's Circle, Bright Ideas), conferences, travel, and event budgets.
Administer Policy Management system: track approvals, revisions, annual reviews, and compliance.
Back up Emergency Response Plan coordination: updates, testing, and continuity readiness.
Support Project/KSF Tracking System: updates, reminders, and reporting for Project Management.
Manage daily executive mail distribution for Management and Board.
Assist with Vendor Contract Management: documentation, timelines, and due diligence tracking.
Support Internal Audit: external audit prep, research, and CUSO/ROC administrative tasks.
Maintain executive file databases: scanning, archiving, timeline tracking, and reminders.
Organize events, meetings, and travel for Executives, Supervisory Committee, and Board.
Cultivate a positive, respectful, and collaborative culture across the organization—fosters strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

Requirements

What you’ll need

High school diploma required.
High level of professionalism, discretion, and sound judgment, with strict confidentiality when handling sensitive information.
Exceptional organizational, planning, and time management skills; able to manage competing priorities and deadlines.
Strong written and verbal communication abilities 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 experience preferred.
Strong analytical and problem-solving skills with keen attention to detail.
Proficient in Microsoft Office Suite (Word, Excel, Access) and collaboration platforms.
Experience supporting executive leadership, boards of directors, or governance functions preferred.
Ability to work independently while fostering respectful, collaborative relationships with departments, branches, and Board members.
Flexibility to work occasional non-traditional hours to support meetings and organizational events.

Benefits

Comp & perks

We provide comprehensive healthcare, life insurance, and 401(k) benefits—but that’s just the beginning.
Take Time for Life: Enjoy 11 company holidays and start with three weeks of vacation. You can also recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO—free for you and your loved ones, with only taxes to cover.
Retire with Confidence: We contribute to your 401(k) to help you build a secure financial future.
Care for Your Pets: Access affordable pet insurance with employer contributions, ensuring your furry family members are protected.
Invest in Your Growth: After one year, we cover 80% of your tuition so you can continue advancing your education and career.
Navigate Life’s Surprises: Our Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses, because we know life doesn’t always go according to plan.