Lead Executive Operations Coordinator

Job Summary

Required Qualifications

• •Minimum of 4+ years of experience in an administrative, coordinator, or executive support role
• •demonstrated experience operating with minimal supervision
• •demonstrated experience influencing cross-functional partners
• •demonstrated experience resolving complex or non-routine issues
• •High school diploma or equivalent
• •Advanced knowledge of executive-support and office-management practices
• •Advanced knowledge of calendar management
• •Advanced knowledge of meeting logistics
• •Advanced knowledge of travel coordination
• •Knowledge of confidentiality, discretion, and information-handling standards appropriate for supporting senior leadership
• •Working knowledge of expense reporting
• •Working knowledge of procurement
• •Working knowledge of related administrative policies and procedures
• •Working knowledge of how to identify and resolve complex discrepancies
• •Knowledge of credit union or financial services organizational structure
• •Advanced knowledge of business dashboard and reporting practices
• •Advanced knowledge of how to identify and drive improvements to recurring reporting processes
• •Strong organizational skills
• •ability to independently manage a broad and complex range of responsibilities
• •ability to anticipate shifting priorities and deadlines
• •Sound judgment and discretion when handling confidential and sensitive information
• •ability to resolve complex or ambiguous situations independently
• •High proficiency with Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint)
• •willingness to learn additional tools such as Craft and Jira
• •Ability to identify, recommend, and help implement ways to automate and simplify routine tasks and deliverables
• •Excellent written and verbal communication skills
• •ability to influence and align other departments and leaders on day-to-day coordination and priorities affecting the Office of the EVP
• •Comfort operating with minimal supervision in a fast-paced environment with shifting priorities
• •Ability to deliver in stressful and time-sensitive circumstances
• •ability to exercise sound judgment under pressure
• •Demonstrated ability to influence and align other departments and leaders on day-to-day coordination with the Office of the EVP
• •Demonstrated ability to recommend process improvements within established methodology
• •Flexibility regarding schedule
• •ability to accommodate occasional early mornings, evenings, or shifted hours to align with the EVP's calendar and time-sensitive deliverables
• •Prolonged periods of sitting and working at a computer
• •Ability to operate standard office equipment (computer, keyboard, mouse, phone, videoconferencing tools)
• •Visual acuity to review materials, correspondence, and dashboards on screen
• •Ability to occasionally lift or move meeting, event, or travel-related materials up to 10-15 pounds
• •Occasional travel may be required to support meetings, events, or travel logistics for the Office of the EVP

Desired Qualifications

• •Experience supporting senior leadership
• •Preferred Credit Union or Banking industry experience
• •Event Planning and scheduling experience
• •Advanced coursework, certification, or specialized training in administrative or executive support practices