Senior Executive Assistant
Listed on 2026-08-03
-
Administrative/Clerical
Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin
The Opportunity
This Senior Executive Assistant role supports the EVP, Chief Strategy & Revenue Officer, while also serving as a key partner across several high-impact functions, including Marketing, Digital, Finance, and Risk. It’s a unique opportunity for someone who thrives in a dynamic, fast-paced environment and is comfortable operating across multiple priorities and leadership styles. You’ll be in the mix across some of the most dynamic corners of our organization, partnering with senior leaders, keeping momentum going, and making sure nothing falls through the cracks.
Your eye for detail and advanced PowerPoint skills will shine, because how things look and feel matter just as much as how they run. If you’re someone who gets energy from variety, takes pride in the craft of great support, and happens to know a thing or two about banking or credit unions, this one’s for you!
You Are
- Organized You thrive in complexity, juggling multiple calendars, competing priorities, and shifting deadlines without missing a beat.
- Resourceful You find solutions before problems escalates, whether resolving scheduling conflicts, compiling data, or supporting a project with minimal direction.
- Connected You build and maintain trusted relationships across all levels, from team members to board committees, making you the reliable bridge between people and information.
A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Key Responsibilities1. Administrative Support
- Manages, monitors and ensures executives’ appointments and meeting schedules are met without conflicts.
- Receives and analyzes executive’s incoming e-mails and phone calls for prioritization and potential independent action.
- Supports Executives and their direct reports with administrative tasks.
- Administers and coordinates reservations and travel arrangements for executives’ and their direct reports’ attendance at conferences, seminars and meetings, including airline, hotel and car reservations. Obtains discounted rates and special fares whenever possible. Prepares and submits corporate Visa and personal expense reimbursement forms, including mileage reports.
- Acts as a backup to other executive assistants when necessary.
- Performs other related administrative duties and special requests as assigned.
2. Project and Strategic Support
- Handles meeting preparations and attends various onsite and offsite meetings including a variety of teams and committees. Preparations include preparing agendas, distributing meeting invitations, securing meeting room, confirming attendance, coordinating catering, recording and transcribing minutes for executive review.
- Responsible for keeping all related printed and electronic documents and websites utilized by executives and the Board, current, secure, and confidential.
- Composes, types and proofreads a wide variety of communications including interoffice memorandums and emails, correspondence, and other Credit Union documents, frequently confidential in nature.
- Ensures the accuracy and integrity of data entered into various systems and databases, maintaining meticulous attention to detail to prevent errors.
- Prepares reports, graphs and other data for presentation.
- Provides research for complex issues and presents findings in an organized fashion.
- Provides suggestions where possible for cost/efficiency improvements to enhance productivity.
- Utilizes authorized AI tools (e.g., Microsoft Copilot, ChatGPT, etc.) to automate routine tasks such as drafting communications, summarizing reports, taking meeting minutes, and organizing data.
Associates’ Degree or five to seven years related experience; with at least three years providing support to executive level…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).