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Tower Federal Credit Union · 1 month ago

Sr. Administrative Assistant II Exec-Finance, IT & Marketing

Laurel, MD

Full-time

Onsite

Senior Level

$31.66/hr - $39.57/hr

5+ years exp

Tower Federal Credit Union is seeking a Senior Administrative Assistant to provide executive-level administrative and project support to the CFO, CIO, and VP of Marketing. The role involves managing complex schedules, preparing presentations, and coordinating divisional budgets while ensuring efficient communication and workflow among key departments.

Financial Services

Responsibilities

Provides comprehensive, executive-level and proactive administrative support to the CFO, CIO, and VP/Director of Marketing & Business Intelligence

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

Monitors and manages divisional budgets for Finance, Information Technology, and Marketing & Business Intelligence, tracking expenses, forecasting, and preparing monthly variance reports for executive reviews

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

Exercises judgment and communicates effectively on behalf of the executives to staff, Board members, vendors, and external partners

Coordinates the meeting scheduling and logistics and preparation and distribution of agendas, materials, and accurate minutes for Asset/Liability Committee (ALCO), Liquidity, IT Steering meeting, 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 ALCO and Finance 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

Plays an integral role in supporting and managing the strategic planning session process—including scheduling, logistics, preparation of supporting documentation, and follow-up reporting for the Spring and Fall Planning Sessions

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 SVP & CFO, SVP & CIO, and VP/Director of Marketing & Business Intelligence

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 skillsCommunication skillsInterpersonal skillsCritical thinkingAttention to detail

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

Or equivalent combination of education and experience

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 related to the Bank Secrecy Act, USA PATRIOT Act, and OFAC

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