Achieva Credit Union
Position is onsite at our corporate office in Dunedin, FL.
Position Summary The Executive Administrative Assistant supports the Executive Leadership Team (ELT) by providing high‑level administrative assistance with professionalism, discretion, and exceptional service. The role ensures efficiency in executive operations and acts as a liaison across departments and external partners while maintaining confidentiality and a polished representation of the credit union.
Key Responsibilities Executive Support and Operations
Provide proactive executive administrative support to ELT, enhancing team efficiency.
Research and compile data for reports, presentations, projects, and committees.
Analyze and summarize information for presentation to the Board of Directors, senior leadership, and management.
Manage executive calendars, schedule meetings, prepare agendas, and record minutes for committee meetings.
Coordinate travel arrangements as approved by the CEO or Board of Directors.
Draft and manage correspondence, reports, and other documentation.
Identify and escalate items requiring immediate executive attention.
Documentation and Records Management
Maintain and ensure availability of business and operational reports, forms, and corporate records.
Oversee minute books, bylaws, budgets, policies, and ensure compliance with documentation standards.
Develop board resolutions and review minutes for bylaw compliance.
Internal Coordination and Facilities Oversight
Liaise with internal departments and external contacts.
Provide systems and technical meeting support for ELT.
Coordinate community use of corporate facilities for meetings and events.
Oversee company vehicle checkout process and routine maintenance.
Manage beverage/food services and corporate coffee/tea programs.
Place and manage supply orders for executives and other designated areas.
Administrative Functions
Complete monthly credit card reconciliations for executive team.
Process invoices per established processes and vendor agreements.
Act as backup to Administrative Assistant.
Perform other essential duties as assigned.
Education & Experience
Associate’s degree or equivalent experience.
Minimum 3 years of executive‑level administrative support experience, preferably supporting C‑suite executives.
Skills & Attributes
High level of discretion and confidentiality.
Exceptional written and verbal communication skills.
Ability to engage with executives, board members, and external partners with diplomacy.
Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
Skilled in Adobe Acrobat (editing preferred).
Strong planning, prioritization, and time management.
Proven ability to manage multiple priorities and adjust quickly to shifting demands.
Professional demeanor and strong interpersonal skills.
Technical skills related to audiovisual meeting support.
Physical Demands & Work Environment This role primarily operates in a professional office environment and regularly uses standard office equipment such as computers, phones, and audiovisual systems. The employee must be able to remain in a stationary position for extended periods and communicate effectively through various platforms. The role may occasionally require physical activity such as walking, bending, reaching, or standing for extended periods. Occasional lifting of items up to 25 pounds may also be required.
Equal Employment Opportunity Achieva Credit Union is committed to providing equal employment opportunities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, age.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Administrative
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Position Summary The Executive Administrative Assistant supports the Executive Leadership Team (ELT) by providing high‑level administrative assistance with professionalism, discretion, and exceptional service. The role ensures efficiency in executive operations and acts as a liaison across departments and external partners while maintaining confidentiality and a polished representation of the credit union.
Key Responsibilities Executive Support and Operations
Provide proactive executive administrative support to ELT, enhancing team efficiency.
Research and compile data for reports, presentations, projects, and committees.
Analyze and summarize information for presentation to the Board of Directors, senior leadership, and management.
Manage executive calendars, schedule meetings, prepare agendas, and record minutes for committee meetings.
Coordinate travel arrangements as approved by the CEO or Board of Directors.
Draft and manage correspondence, reports, and other documentation.
Identify and escalate items requiring immediate executive attention.
Documentation and Records Management
Maintain and ensure availability of business and operational reports, forms, and corporate records.
Oversee minute books, bylaws, budgets, policies, and ensure compliance with documentation standards.
Develop board resolutions and review minutes for bylaw compliance.
Internal Coordination and Facilities Oversight
Liaise with internal departments and external contacts.
Provide systems and technical meeting support for ELT.
Coordinate community use of corporate facilities for meetings and events.
Oversee company vehicle checkout process and routine maintenance.
Manage beverage/food services and corporate coffee/tea programs.
Place and manage supply orders for executives and other designated areas.
Administrative Functions
Complete monthly credit card reconciliations for executive team.
Process invoices per established processes and vendor agreements.
Act as backup to Administrative Assistant.
Perform other essential duties as assigned.
Education & Experience
Associate’s degree or equivalent experience.
Minimum 3 years of executive‑level administrative support experience, preferably supporting C‑suite executives.
Skills & Attributes
High level of discretion and confidentiality.
Exceptional written and verbal communication skills.
Ability to engage with executives, board members, and external partners with diplomacy.
Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
Skilled in Adobe Acrobat (editing preferred).
Strong planning, prioritization, and time management.
Proven ability to manage multiple priorities and adjust quickly to shifting demands.
Professional demeanor and strong interpersonal skills.
Technical skills related to audiovisual meeting support.
Physical Demands & Work Environment This role primarily operates in a professional office environment and regularly uses standard office equipment such as computers, phones, and audiovisual systems. The employee must be able to remain in a stationary position for extended periods and communicate effectively through various platforms. The role may occasionally require physical activity such as walking, bending, reaching, or standing for extended periods. Occasional lifting of items up to 25 pounds may also be required.
Equal Employment Opportunity Achieva Credit Union is committed to providing equal employment opportunities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, age.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Administrative
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