Executive Team Assistant

Executive Team Assistant

Contributes to the obtainment of Cap Eds business objectives and mission by providing executive support to the Executive Leadership Teams day-to-day operations. This position manages complex schedules, coordinates and attends meetings, tracks task completion, arranges travel, and handles communications. This position anticipates needs, maintains a high level of confidentiality, and upholds Cap Eds culture.

• Manage email inboxes for the executive team. Filter incoming communication and escalates to the right individual, respond on behalf of the Executive as appropriate, and compile cross‑department requests that should be shared with the team.
• Schedule and organize meetings, internal/external, and virtual/offsite.
• Keep Executives well informed of upcoming commitments and responsibilities with proactive reminders and notification of scheduling conflicts.
• Support Executives with prepping for meetings by researching topics, compiling and summarizing information, or generating talking points.
• Support meetings by creating the agendas, compiling supporting documents, physically setting up the room, tracking commitments made during the meeting, taking notes, transcribing and preparing the minutes, and following up on actions with responsible owners.
• Track memberships in associations and handle registration for conferences, training, and events.
• Arrange detailed travel plans, itineraries, and agendas, and compile documents for travel‑related meetings.
• Prepare and submit expense reports.
• Coordinate activities across the organization.
• Maintain knowledge of all Credit Union products, services, and promotions.
• Contribute to efficient Credit Union operations by performing other job‑related duties as assigned.