Senior Administrative Assistant

Senior Administrative Assistant – Laurel, MD

Provide 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. Coordinate priorities across Finance, Information Technology, and Marketing & Business Intelligence, support strategic and operational planning, prepare senior leadership and Board presentations, manage divisional budgets, and coordinate key departmental activities to advance the company’s mission.

• Provide comprehensive and proactive administrative support to the CFO, CIO, and VP/Director of Marketing & Business Intelligence.
• Manage and prioritize complex senior leadership calendars, schedule meetings to optimize executive time, anticipate scheduling conflicts, and ensure timely preparation of materials and follow‑up actions.
• Monitor and manage divisional budgets, track expenses, forecast, and prepare monthly variance reports for executive review.
• Screen calls, correspondence, and visitors; provide information or resolve issues directly when possible.
• Prepare and edit executive‑level presentation materials for internal and Board meetings by stated deadlines.
• Coordinate briefing materials in advance of Board or leadership meetings.

• Coordinate the preparation and distribution of agendas, materials, and minutes for Asset/Liability Committee (ALCO), Liquidity, and Budget meetings.
• Assist the CFO in compiling, monitoring, and reconciling divisional budgets, capital expenditure reports, and financial schedules.
• Prepare and maintain financial reports, dashboards, and other confidential materials for Board and management review.
• Support departmental compliance documentation and maintain confidential ALCO and Finance files in accordance with NCUA and internal policy standards.

• Provide administrative and project support for Information Technology initiatives, including IT Steering Committee meetings.
• Coordinate scheduling, logistics, and documentation for technology governance and project review meetings.
• Assist with technology vendor management documentation and maintain department files for contracts, cybersecurity reviews, and operational reports.
• Manage divisional intranet updates and assist with internal communications supporting Technology operations.

• Assist in compiling and reviewing presentation materials for senior leadership or Board updates on marketing, growth performance, and member research.
• Coordinate sponsorship and donation requests, verifying compliance with policy before disbursement.
• Prepare internal and external correspondence, marketing summaries, and reports for senior management and Board use.
• Coordinate scheduling and preparation for media or community events where senior leadership is participating.

• Support and manage the strategic planning session process, including scheduling, logistics, preparation of supporting documentation, and follow‑up reporting for Spring and Fall Planning Sessions.
• Assist in gathering data, preparing reports, and drafting presentations in support of key strategic, financial, and technological goals.
• Support the annual and mid‑year planning cycles by compiling divisional budget summaries and variance analyses to inform strategic discussions.

• Coordinate and attend executive‑level meetings; take accurate minutes and ensure timely follow‑up of action items.
• Prepare, format, and edit correspondence, reports, and presentations of a confidential or technical nature.
• Maintain secure and organized divisional and corporate files for Finance, Information Technology, and Marketing & Business Intelligence, forwarding official documents to the President’s Office as appropriate.

• Coordinate domestic and out‑of‑town travel arrangements for executives, including transportation, lodging, conference registrations, and itineraries.
• Prepare expense reports and…