Executive Assistant (Credit Union / Financial Institution)

Position Summary :

We are seeking an experienced Executive Assistant to provide high-level support to our C-Suite executives within a fast-paced financial services environment. The ideal candidate will have a background in a credit union or financial institution and demonstrate exceptional organizational, communication, and multitasking skills.

Key Responsibilities :

Provide dedicated support to C-Suite executives, managing daily schedules, complex calendars, and communications.

Prepare executive-level presentations and reports.

Create and maintain complex spreadsheets for tracking and reporting purposes.

Handle confidential information with discretion and professionalism.

Liaise with internal leaders and external vendors to ensure seamless operations.

Coordinate travel arrangements, meeting logistics, and event planning as needed.

Proactively anticipate executive needs and deliver solutions in a timely manner.

Maintain organized filing systems and ensure all documents are current.

Assist with special projects and perform other administrative duties as assigned.

Qualifications :

3–5 years of experience supporting executive leadership and managing vendor relationships.

Previous experience in a credit union or financial institution is required.

Intermediate proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Ability to create polished presentations.

Build and maintain complex spreadsheets.

Manage multiple Outlook calendars efficiently.

Excellent verbal and written communication skills.

Strong attention to detail and ability to multitask effectively.

Ability to thrive in a fast-paced environment and adapt to shifting priorities.

High level of discretion and confidentiality.