{"id":3709863,"url":"https://alion.io/job/allegacy-financial-executive-assistant","title":"Executive Assistant","company":{"id":1804301,"name":"Allegacy Financial","domain":"allegacy.org","url":"https://alion.io/company/allegacy","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paylocity","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Winston-Salem, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Copilot","optional":true}],"status":"live","first_seen_at":"2026-11-03T19:58:55Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-05T01:29:41Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Description\nAt Allegacy, our roots run deep - anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.\nThe Executive Assistant provides high-level, trusted administrative support to a team of executive leaders, helping Allegacy Financial operate with clarity, responsiveness, and excellence. This role manages complex schedules and communications, coordinates executive travel and meetings, develops polished materials, and independently advances projects that require discretion, sound judgment, and close attention to detail. The Executive Assistant also partners with the Chief of Staff to support Board of Directors meetings, leadership retreats, conferences, and special events.\nThis team member brings our purpose to life by strengthening the relationships, preparation, and follow-through that allow leaders to better serve our members and communities.\nKey Accountabilities\nResults-focused duties and responsibilities\nExecutive communications: Develops and edits presentations, emails, reports, spreadsheets, memos, meeting materials, and other business communications on behalf of executive leaders.\nCalendar and meeting management: Manages complex calendars for multiple executives, including onsite and virtual meetings, appointments, conference calls, and related logistics. Maintains, sorts, files, and distributes incoming correspondence as needed.\nPriority management: Meets regularly with supported executives to align priorities, schedules, key initiatives, and deadlines. Anticipates needs, identifies conflicts, and alerts leaders to critical dates and required follow-up.\nExecutive partnership: Uses emotional intelligence, agility, tact, and the ability to manage up effectively in a fast-paced environment with changing priorities.\nTravel coordination: Coordinates airline, hotel, ground transportation, and other travel arrangements, and prepares clear, detailed itineraries for executives and teams.\nDocument production: Uses word processing, presentation, spreadsheet, graphics, and collaboration tools to create professional analyses, correspondence, reports, and presentations.\nRecords and governance support: Maintains executive records, minutes, corporate files, and reports in an organized, secure manner that supports timely retrieval and appropriate retention.\nExpense administration: Processes and tracks expense reports for supported executives and follows Allegacy Financial expense policies and procedures.\nProject support: Researches and completes special projects using initiative, independent judgment, resourcefulness, and strong follow-through.\nRelationship management: Represents executive intent, schedules, and preferences clearly and professionally with external partners, members, Board members, and team members across Allegacy.\nPolicy and confidentiality: Follows all Allegacy Financial policies and procedures, maintains familiarity with relevant Board and handbook requirements, and protects confidential and sensitive information at all times.\nAdditional responsibilities: Completes other job-related duties and special assignments as needed.\nRequirements\nHigh school diploma or equivalent required; college degree strongly preferred.\nThree or more years of comparable administrative experience supporting senior or executive leaders.\nFinancial services experience preferred; prior experience coordinating activities for a Board of Directors is highly desirable.\nStrong proficiency in the Microsoft Suite, including Copilot, Adobe Acrobat, and related business technology. \nExperience drafting, compiling, and editing business correspondence, including emails, member letters, reports, proposals, presentations, and meeting minutes.\nDemonstrated judgment and initiative with the ability to work independently in a dynamic environment with competing priorities and deadlines.\nStrong interpersonal skills and the ability to build trusted relationships and collaborate across the organization.\nProven problem-solving skills, exceptional attention to detail, and a consistent commitment to accuracy and follow-through.\nExcellent verbal and written communication skills. Strong storytelling and research skills are preferred.\nAbility to operate standard office equipment.\nNotary designation desired.\nMust be bondable.\nWork Environment and Other Requirements\nTravel, schedule, communication, and physical requirements\nFrequently communicates detailed or important instructions and ideas accurately, clearly, and promptly.\nUnderstands, remembers, follows, and exchanges instructions, information, and guidelines, and organizes ideas into clear business language.\nApplies sound reasoning and decision-making to resolve routine and complex problems.\nDependable attendance and punctuality are essential to the role.\nParticipates in volunteer opportunities and professional development, including administrative support conferences, webinars, and continuing education.\nDemonstrates flexibility and adaptability when schedules or business needs change, including occasional after-hours or Saturday work.\nTravel: Less than 25%.\nPhysical requirements: Ability to sit or stand for extended periods in a typical office environment and lift up to 45 pounds.","description_format":"text","description_chars":5523,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Credit Unions & Cooperative Banks"],"lifecycle":[{"event":"open","at":"2026-11-03T22:31:10Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":30,"reasons":["conf:2","win:early"],"computed_at":"2026-11-04T06:34:25Z"},"pay":null,"html_url":"https://alion.io/job/allegacy-financial-executive-assistant","json_url":"https://alion.io/job/allegacy-financial-executive-assistant.json","meta":{"generated_at":"2026-11-05T05:20:43Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":6378,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1804301},"rest":"https://alion.io/mcp/rest/get_company?id=1804301"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fallegacy-financial-executive-assistant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fallegacy-financial-executive-assistant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fallegacy-financial-executive-assistant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/allegacy-financial-executive-assistant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fallegacy-financial-executive-assistant"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3709863}},{"tool":"search_jobs","arguments":{"company":"allegacy.org","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3709863},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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