We’re proud to be recognized as one of USA TODAY’s Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation’s longest‑standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions.At Advancial, we believe work should be meaningful and energizing. We’re a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.The Executive Assistant provides confidential, high-level administrative support to the Management Team, Board of Directors, and the Supervisory Committee. This visible, independent role manages executive and organizational responsibilities across recurring governance, regulatory, and operational deadlines, requiring strong time management and prioritization to balance routine deliverables with emerging requests. What You'll Do:Board & Executive Meeting Coordination — Prepare agendas, Board packets, presentations, reports, minutes, and governance communications.Governance Portal & Document Management — Maintain Board portals and ensure policies, bylaws, calendars, committee materials, and governance documents remain accurate and accessible.Executive Scheduling & Travel — Coordinate executive calendars, business travel, conferences, catering, and special events.Recognition & Organizational Programs — Support recognition programs, coordinate speakers, manage invitations and materials, and monitor event budgets.Research & Reporting — Conduct research and prepare statistical, financial, and operational reports.Policy Management System Administration — Coordinate annual policy reviews, maintain policy records and revision histories, and generate compliance reports.Project Tracking & Operational Support — Assist with project tracking, calendar reminders, report generation, and support organizational initiatives.Records & Document Retention — Maintain executive records, historical files, scanning, auditing, and document retention processes.Internal Audit Support — Prepare audit correspondence, assist with research, and support CUSO and ROC administrative needs.Emergency Response Plan Support — Coordinate updates, testing, and periodic reviews to support business continuity readiness.Executive Mail & Administrative Services — Oversee daily executive mail distribution and administrative support for leadership and the Board.Vendor Contract & Due Diligence Support — Track vendor documentation, coordinate annual reviews, maintain contract records, facilitate communication with vendors and SMEs, and support the RFP process.Member & Employee Experience - 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.RequirementsHigh 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.This role is hybrid at our corporate office, with compensation ranging from $57,000-71,000 annually, based on qualifications and education.What to Expect in Our Hiring ProcessA quick phone screen to get to know youA Zoom interview with the teamShort assessments to help us learn more about your strengths and work styleAn in‑person interview at our Corporate office at 10,000 N. Central Expy. Ste. 111, Dallas, TX 75231Once you’ve signed your offer letter, we’ll begin your background and credit check Ready to join a winning team? Advancial is a place where careers grow, communities thrive, and your work truly matters. If you’re looking for an organization that invests in your development, respects your time, and recognizes the impact you make, you’ve found the right place.BenefitsWe 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.
We’re proud to be recognized as one of USA TODAY’s Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation’s longest‑standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions.
At Advancial, we believe work should be meaningful and energizing. We’re a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.
The Executive Assistant provides confidential, high-level administrative support to the Management Team, Board of Directors, and the Supervisory Committee. This visible, independent role manages executive and organizational responsibilities across recurring governance, regulatory, and operational deadlines, requiring strong time management and prioritization to balance routine deliverables with emerging requests.
What You'll Do:
- Board & Executive Meeting Coordination — Prepare agendas, Board packets, presentations, reports, minutes, and governance communications.
- Governance Portal & Document Management — Maintain Board portals and ensure policies, bylaws, calendars, committee materials, and governance documents remain accurate and accessible.
- Executive Scheduling & Travel — Coordinate executive calendars, business travel, conferences, catering, and special events.
- Recognition & Organizational Programs — Support recognition programs, coordinate speakers, manage invitations and materials, and monitor event budgets.
- Research & Reporting — Conduct research and prepare statistical, financial, and operational reports.
- Policy Management System Administration — Coordinate annual policy reviews, maintain policy records and revision histories, and generate compliance reports.
- Project Tracking & Operational Support — Assist with project tracking, calendar reminders, report generation, and support organizational initiatives.
- Records & Document Retention — Maintain executive records, historical files, scanning, auditing, and document retention processes.
- Internal Audit Support — Prepare audit correspondence, assist with research, and support CUSO and ROC administrative needs.
- Emergency Response Plan Support — Coordinate updates, testing, and periodic reviews to support business continuity readiness.
- Executive Mail & Administrative Services — Oversee daily executive mail distribution and administrative support for leadership and the Board.
- Vendor Contract & Due Diligence Support — Track vendor documentation, coordinate annual reviews, maintain contract records, facilitate communication with vendors and SMEs, and support the RFP process.
- Member & Employee Experience - 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
- 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.
This role is hybrid at our corporate office, with compensation ranging from $57,000-71,000 annually, based on qualifications and education.
What to Expect in Our Hiring Process
- A quick phone screen to get to know you
- A Zoom interview with the team
- Short assessments to help us learn more about your strengths and work style
- An in‑person interview at our Corporate office at 10,000 N. Central Expy. Ste. 111, Dallas, TX 75231
- Once you’ve signed your offer letter, we’ll begin your background and credit check
Ready to join a winning team? Advancial is a place where careers grow, communities thrive, and your work truly matters. If you’re looking for an organization that invests in your development, respects your time, and recognizes the impact you make, you’ve found the right place.
Benefits
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.
At Advancial, we’ve been proudly serving our members since 1937 with reliable, flexible financial solutions that help them reach their goals. But we’re more than just a credit union—we’re a team. Working here means being part of a supportive, tight-knit culture where people genuinely care about each other. We offer great benefits like generous time off, 8% 401(k) contributions (no match required!), and even company vacation homes. We believe in helping our employees grow just like we do our members, and we make sure you feel valued every step of the way.
At Advancial, we’ve been proudly serving our members since 1937 with reliable, flexible financial solutions that help them reach their goals. But we’re more than just a credit union—we’re a team. Working here means being part of a supportive, tight-knit culture where people genuinely care about each other. We offer great benefits like generous time off, 8% 401(k) contributions (no match required!), and even company vacation homes. We believe in helping our employees grow just like we do our members, and we make sure you feel valued every step of the way.
