Executive Assistant

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates for personal, home, and auto loans. From its early beginnings on through the years, Connexus has remained a strong, growing, and secure financial institution that remains committed to serving the financial needs of our member-owners across the country.

Connexus offers an Amazing Benefits package:

• 25 days of paid time off and 7 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

Connexus has a Values-Based Culture:

Our Values of Integrity, Respect, Transparency, Wellbeing and Synergy aren't just words on a page; our values dictate the actions of the organization and everyone within it. We demonstrate our values in every personal interaction, phone call, and email ‐ every day.

About the Role:

Due to the recent expansion of the Executive Leadership Team, we are adding an additional member to our executive administration team. This critical role will help our Chief Financial Officer and Chief Technology Officer in their roles. This individual will provide high level detailed support in a fast-paced environment. This will include coordination of schedules, project management and supporting corporate initiatives to aid the advancement of the Connexus vision and mission.

Responsibilities:

• Provide high-level detailed executive support to the Executives and Executive Services team in a fast-paced, constantly evolving environment.

• Manage and control calendar; assist in scheduling and/or arranging appointments and meetings; research and secure proper travel arrangements, as necessary.

• Screen, evaluate, and process applicable daily mail and email correspondence for each Executive; research and respond to questions, provide information as required and/or route accordingly.

• Interact daily with a wide variety of individuals in a broad range of situations that require tact, discretion, diplomacy, sensitivity, personal creativity, and accountability.

• Serve as liaison between each Executive and other departments within the organization.

• Prioritize and autonomously manage multiple projects simultaneously.

• Assist Executive with highly confidential information ensuring accuracy and thoroughness in all requests.

• Provide solutions and decisions around vendor contracts regarding event contracts, catering contracts, etc. 

• Process expense reports, corporate card reimbursements, travel expense reconciliation, and other financial activities, timely and efficiently. 

• Provide back-up assistance to the Executive Services Manager as needed with planning, executing, taking minutes, and providing support at a variety of events as directed by Executive and Board of Directors to include Executive Leadership Retreats, Board of Director Planning Retreats, the Annual Meeting, and/or All-staff related meetings.

• Participate in regular Executive Assistant team meetings to discuss best practices, training and development, and office coverage.

• Exercise administrative judgment; assuming responsibility for decisions, consequences, and results impacting employees, costs, and/or quality of service within the assisted functional areas.

• Prepare meeting materials and presentations, coordinate logistics for, and take minutes at weekly team, project meetings, committee and board meetings as requested.

Position Requirements:

• This position is Remote.

• Associate’s degree or commensurate experience is Required.

• 5+ years of executive assistant experience is Required.

• Expertise in the use of pc software applications including but not limited to Adobe Acrobat X Pro, Microsoft Office Suite including Outlook, Word, Excel and PowerPoint is Required.

• Ability to be available during evening hours, weekends for requests from Executives is Required.

Connexus Credit Union's Recent Recognitions:

• 2024 Best Credit Union – NerdWallet

• 2024 Best Credit Union – Bankrate

• 2023 Best-In-Class Employer - Gallagher

• 2023 Best Credit Union – Kiplinger

• Fourth Largest Credit Union in Wisconsin (by asset size)

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35