Sr. Executive Assistant - (Hybrid)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:  
 

This position is responsible for planning, organizing, and working very closely with the senior manager(s) to complete administrative activities. Oversees major issues and processes related to strategic planning and tactical initiatives for senior manager(s). Responds quickly to changes in projects/assignments/tasks and re-aligns priorities. Acts in a confidential capacity regarding employee relations, labor relations, compensation, staffing and various other corporate activities. Performs advanced and diversified administrative duties requiring broad and comprehensive experience, skill and knowledge of organization policies and practices. 

Job Responsibilities:  
 

• Determine and assign appropriate staff to address issues and develop strategic and operational plans.  Must understand business issues and apply appropriate decision-making skills to set daily priorities.  Identify disconnects and clarify expectations.    

• Lead activities, internal or external, to complete assigned projects and/or reports in cooperation with senior management.  

• Respond, investigate, and handle as appropriate inquiries from internal/external customers utilizing a high degree of sensitivity and knowledge of the credit union system/movement, corporate structure and priorities, divisional priorities and products and/or functions.  

• Proactively on own initiative and on behalf of senior management, respond appropriately via memos, letters, documents and reports via PC applications to internal and external stakeholders and customers.  Track and manage follow up requests. 

• Proactively research information and create reports using various PC applications.  

• Identify, analyze, and implement process changes to streamline and improve administrative workflow. 

• Help promote migration to new technologies to allow for new process improvements and efficiencies.  Independently initiates these changes and mentors/coaches' peers to implement as well.  

• Review incoming correspondence via paper or email, lead initiative to determine appropriate action required.  Monitor issues for appropriate follow-up. 

• Proactively anticipate and plan senior management’s appointment calendar and activities to allow senior manager(s) to achieve corporate/divisional objectives. 

• On own initiative, initiate and lead development of agendas, presentation materials, meeting deliverables and meeting follow-up items. 

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. 

Job Requirements: 

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations. 

• Associate Degree in Business or Administrative Assistant fields, or equivalent trade-off in pertinent work experience.  

• Three to five years administrative work experience, to include competencies in the following areas:  

• plan, organize and leading facilitation of multiple project