Sr. Administrative Assistant II Exec-Finance, IT & Marketing

Job Category: Finance

Requisition Number: SRADM
003504

• Posted :
  November 17, 2025
• Full-Time
• On-site

Showing 1 location

Note:
All full-time positions include exceptionally low medical premiums in addition to a whole host of other benefits.

HOURS FOR POSITION:
Monday - Friday 8:00am-4:30pm

Hiring Range - $31.66/hr - $39.57/hr

Summary of Position

This position is responsible for providing professional executive-level administrative and project support services for the SVP & Chief Financial Officer (CFO), SVP & Chief Information Officer (CIO), and VP/Director of Marketing & Business Intelligence. The incumbent ensures efficient coordination among these divisions by managing priorities, anticipating needs, and supporting the strategic and operational planning processes. This position also assists in preparing senior leadership and Board presentations, managing divisional budgets, and providing coordination among key departments to advance Tower’s mission and strategic priorities.

The position requires exceptional attention to detail, effective communication, technical expertise, responsiveness, initiative, and sound judgment in handling sensitive matters and problem solving. The incumbent must exercise discretion and anticipate requirements rather than waiting for direction, ensuring that the executives are consistently well-informed, well-prepared, and supported in advancing Tower Federal Credit Union’s strategic initiatives.

Principal Accountabilities and Functions

Provides comprehensive, executive-level and proactive administrative support to the CFO, CIO, and VP/Director of Marketing & Business Intelligence.

Manages and prioritizes complex senior leadership calendars and schedules meetings to optimize executives’ time and alignment across divisions. to include media or community events where senior leadership is present. Anticipates scheduling conflicts, monitors executive commitments and deadlines, and ensures timely preparation of materials and follow-up actions. Facilitates leadership meeting logistics.

Monitors and manages divisional budgets for Finance, Information Technology, and Marketing & Business Intelligence, tracking expenses, forecasting, and preparing monthly variance reports for executive reviews.

Screens calls, correspondence, and visitors; provides information or resolves issues directly when possible.

Prepares internal and external correspondence to include business unit summaries and edits executive-level presentation materials for internal and Board meetings by stated deadlines.

Coordinates briefing materials in advance of Board or leadership meetings, ensuring executives are well prepared.

Exercises judgment and communicates effectively on behalf of the executives to staff, Board members, vendors, and external partners.

Coordinates the meeting scheduling and logistics and preparation and distribution of agendas, materials, and accurate minutes for Asset/Liability Committee (ALCO), Liquidity, IT Steering meeting, and other divisional-related meetings.

Prepares and maintains financial reports, dashboards, and other confidential materials for Board and management review.

Supports departmental compliance documentation and maintains confidential ALCO and Finance files in accordance with NCUA and internal policy standards.

Manages divisional intranet updates and assists with internal communications

Coordinates sponsorship and donation requests, verifying compliance with Tower’s policy before disbursement.

Plays an integral role in supporting and managing the strategic planning session process—including scheduling, logistics, preparation of supporting documentation, and follow-up reporting for the Spring and Fall Planning Sessions.

Assists in gathering data, preparing reports, and drafting presentations in support of key strategic, financial, and technological goals.

Supports the annual and mid-year planning cycles by compiling divisional budget summaries and variance analyses to inform strategic discussions.

Coordinates and attends executive-level meetings; takes accurate minutes and ensures timely follow-up of action items.

Prepares, formats, and edits correspondence, reports, and presentations…