Job Title: Executive Assistant to the CEO
Reports To: Chief Executive Officer
Positions Supervised: None
FLSA Status: Exempt
Job Summary
The executive assistant to the chief executive officer (CEO) provides high-level administrative and operational support to the CEO Executive Management Team (EMT) and Board of Directors. This role requires significant independent judgment and discretion to manage complex priorities handle confidential matters and coordinate executive-level activities with minimal oversight. The executive assistant to the CEO serves as a trusted liaison representing the CEO and EMT ensuring efficient execution of executive operations managing sensitive communications and overseeing the logistics of board and leadership activities. Success in this role requires excellent organizational and communication skills a high level of professionalism and the ability to make informed decisions in a dynamic environment.
Job Responsibilities
The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities duties and skills. Team members may be directed to perform job-related tasks other than those specifically stated in this description.
- Provides high-level administrative support to the CEO and EMT including managing complex calendars travel expenses and competing priorities with minimal oversight and in accordance with company policies; coordinates calls mail and visitors and represents the executive office with professionalism and discretion
- Serves as the primary liaison between the CEO EMT and key stakeholders ensuring clear and effective communication
- Manages sensitive matters and confidential information with discretion including secure handling of executive records board materials and privileged communications
- Coordinates and prepares for meetings and eventsdrafting agendas assembling materials taking detailed notes tracking follow-ups and managing logistics such as scheduling catering AV setup and room preparation
- Prepares and reviews executive communications talking points confidential correspondence presentations and reports on behalf of the CEO EMT board members and senior leaders
- Administers the Diligent board portal and oversees the secure distribution of board documentation; coordinates board meeting logistics and ensures governance-related requirements are met
Required Qualifications
An equivalent combination of education training and experience will be considered.
- High school diploma or equivalent
- 3 years of experience supporting multiple C-Suite level executives
Preferred Qualifications
- Bachelors degree in business administration communications or related field
- 5 years of executive-level administrative experience
- 2 years of experience supporting a CEO or Board of Directors
- Previous experience in a financial institution or highly regulated industry
- Professional certification such as Certified Administrative Professional (CAP) or similar
Knowledge Skills and Abilities (KSAs)
A representation of the knowledge skills and abilities necessary to perform this job competently.
- Ability to exercise sound judgment and maintain strict confidentiality
- Strong organizational and prioritization skills
- Effective written and verbal communication skills
- Ability to adapt to shifting priorities and manage multiple demands
- High attention to detail and accuracy
- Ability to work independently and maintain momentum with minimal oversight
- Knowledge of executive-level administrative practices and workflows
- Strong relationship-building and interpersonal skills
- Ability to anticipate needs and identify practical solutions
- Knowledge of board governance processes and board-portal tools (e.g. Diligent)
- Knowledge of Microsoft Office Suite and common productivity platforms
Work Environment
Environmental or atmospheric conditions commonly associated with the performance of this jobs functions.
- Hybrid work environment (combination of remote & onsite); requires regular use of online tools systems and collaboration platforms
- General office setting when working onsite
- Attendance at offsite meetings events or conferences as needed
- Presence required for scheduled board meetings including the annual board retreat
- Evening and occasional weekend hours as needed to support board meetings executive events and time-sensitive requests
Physical Abilities
The physical demands described below are representative of those that must be met by an employee to successfully perform this jobs essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- Ability to work at a computer in a stationary position for up to 8 hours per day
- Ability to occasionally carry light materials (e.g. laptop presentation materials)
- Ability to travel for business by car or air and stay in public accommodations as needed
Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal state and local laws and provides equal employment opportunities without regard to race color religion gender age sexual orientation gender identity or expression national origin military orveteran status disability (including pregnancy) genetic information or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free work environment.