Senior Administrative Assistant II-President jobs in United States
cer-icon
Apply on Employer Site
company-logo

Tower Federal Credit Union · 10 hours ago

Senior Administrative Assistant II-President

Tower Federal Credit Union is seeking a Senior Administrative Assistant II to provide professional executive-level administrative and project support services for the President & CEO and other Senior Leadership Team Members. The role involves managing priorities, assisting in preparing presentations, and coordinating divisional budgets to support the organization's strategic initiatives.

Financial Services

Responsibilities

Provides comprehensive, executive-level and proactive administrative support to the President & CEO and other Senior Leadership Team members
Maintains TFCU official corporate files to ensure permanent documentation of the credit union operations in compliance with NCUA operations and directives; performs required updates to keep the official records current and accurate, ensures that files are organized and kept secured and confidential at all times
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
Catalogues and coordinates all items sent to the Board of Directors’ office for the Executive Committee and Board meetings. Adjusts materials as needed, uploads to the Board portal to finalize materials. Prints final product for Senior Leadership team
Monitors and manages divisional budgets for President & CEO and other Senior Leadership Team members, tracking expenses, forecasting, and preparing monthly variance reports for executive reviews
Acts as a trusted thought partner to senior leadership by helping prioritize work, anticipate needs, and proactively identify scheduling conflicts or overlaps to optimize executive time and focus. Continuously evaluates and improves executive workflows, meeting structures, and administrative processes, with a mindset focused on efficiency, effectiveness, and ongoing improvement
Leverages modern productivity tools, automation, and emerging AI-enabled platforms to streamline executive operations and information flow. Demonstrates a commitment to continuous learning and evolving executive support capabilities
Represents senior leadership with professionalism, sound judgment, and discretion in interactions with the Board, regulators, vendors, and external partners, ensuring the confidentiality of both materials and conversations
Supports seamless coordination of in-person, virtual, and hybrid executive meetings and workflows. There may be an opportunity to further enable administrative staff through training or job aids on collaboration tools, allowing leaders to confidently manage meetings when needed without additional support
On a timely basis, prepares and distributes the agenda, minutes and other related materials for the weekly Senior Leadership Team meetings, quarterly Management meetings, and other meetings as requested by the President. Takes accurate minutes (if needed) of the proceedings and follows up to ensure that action items are appropriately assigned and reported upon
Schedules and prepares materials for the SVP/COO for the monthly Fraud Committee meetings and quarterly Fraud Leadership Roundtable meetings. Provide catering needs, prepare handout materials and take minutes (as needed) for Fraud Committee meeting
Provide catering needs, prepare handout materials and take minutes (as needed) for Committee meetings
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
Coordinates the meeting scheduling and logistics and preparation and distribution of agendas, materials, and/or accurate minutes for committees, 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 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
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 of a confidential or technical nature
Maintains secure and organized divisional and corporate files for senior leadership team members
Coordinates domestic and out-of-town travel arrangements for executives, including transportation, lodging, conference registrations, and itineraries
Prepares expense reports and processes reimbursements accurately and in a timely manner
Maintains record of training, certifications, memberships, and subscriptions for the President & CEO and other Senior Leadership Team members
Acts as liaison between the executives and other departments to facilitate workflow, communication, and accountability
Provides guidance and coordination among other administrative support staff to ensure quality, consistency, and timeliness of deliverables
Provides backup support to other senior leadership administrative assistants

Qualification

Executive support experienceBudget managementMicrosoft Office SuiteProject managementAdobe AcrobatAnalytical skillsCalendar managementCommunication skillsInterpersonal skillsAttention to detailCritical thinkingConfidentialityTeam collaboration

Required

Associate degree
Minimum of five (5) years of progressively responsible experience supporting senior-level executives, preferably across multiple divisions
Demonstrated experience managing complex schedules, preparing executive reports, and coordinating high-level meetings
Demonstrated experience supporting divisional budget management, including expense tracking and variance reporting; forecasting experience preferred
Proven ability to anticipate needs, manage priorities, and maintain accuracy under pressure
Excellent written and verbal communication skills
Strong project management, organization, and time management skills
Ability to handle confidential information with discretion
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
Proficiency in Adobe Acrobat in preparing, editing and merging several documents to create meeting packages for participants
Proficiency in preparing executive and Board-level presentations (Microsoft PowerPoint, Excel dashboards, and visual reporting)
Experience managing complex executive calendars and prioritizing competing demands
Strong analytical and problem-solving ability with meticulous attention to detail
Ability to work independently and collaboratively in a high-paced executive environment
Demonstrated initiative and critical thinking; able to identify issues and develop proactive solutions
Ability to manage multiple priorities and meet deadlines with minimal supervision
Familiarity with project management tools or board portals (e.g., OnBoard, PlanView, SharePoint)
Working knowledge of financial systems, spreadsheets, and data reconciliation. Ability to maintain a working document outlining daily, weekly, and monthly tasks and procedures
Sound knowledge of credit union policies and procedures, and adherence to regulations
Professional demeanor, excellent judgment, and strong interpersonal skills
Commitment to Tower Federal Credit Union's mission, values, and member service excellence
Has knowledge of and adheres to credit union policies and procedures and all regulations related to the bank Secrecy Act, the USA Patriot Act and OFAC

Benefits

$1000 Signing/Retaining bonus as of 1/20/2025.
Exceptionally low medical premiums in addition to a whole host of other benefits.

Company

Tower Federal Credit Union

twittertwittertwitter
company-logo
Tower Federal Credit Union was founded in 1953

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Richard Stafford
President & CEO
linkedin
Company data provided by crunchbase