Senior Administrative Assistant II-President

This position is responsible for providing professional executive-level administrative and project support services for the President & CEO and other Senior Leadership Team Members.  The incumbent ensures efficient coordination among these divisions by managing priorities, anticipating needs, and supporting the strategic and operational planning processes. This position also assists in preparing senior leadership and Board presentations, managing divisional budgets, and providing coordination among key departments to advance Tower’s mission and strategic priorities.

The position requires exceptional attention to detail, effective communication, technical expertise, responsiveness, initiative, and sound judgment in handling sensitive matters and problem solving. The incumbent must exercise discretion and anticipate requirements rather than waiting for direction, ensuring that the executives are consistently well-informed, well-prepared, and supported in advancing Tower Federal Credit Union’s strategic initiatives.

Provides comprehensive, executive-level and proactive administrative support to the President & CEO and other Senior Leadership Team members.

Maintains TFCU official corporate files to ensure permanent documentation of the credit union operations in compliance with NCUA operations and directives; performs required updates to keep the official records current and accurate, ensures that files are organized and kept secured and confidential at all times.

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.

Catalogues and coordinates all items sent to the Board of Directors’ office for the Executive Committee and Board meetings. Adjusts materials as needed, uploads to the Board portal to finalize materials.  Prints final product for Senior Leadership team.

Monitors and manages divisional budgets for President & CEO and other Senior Leadership Team members, tracking expenses, forecasting, and preparing monthly variance reports for executive reviews.

Acts as a trusted thought partner to senior leadership by helping prioritize work, anticipate needs, and proactively identify scheduling conflicts or overlaps to optimize executive time and focus. Continuously evaluates and improves executive workflows, meeting structures, and administrative processes, with a mindset focused on efficiency, effectiveness, and ongoing improvement.

Leverages modern productivity tools, automation, and emerging AI-enabled platforms to streamline executive operations and information flow. Demonstrates a commitment to continuous learning and evolving executive support capabilities.

Represents senior leadership with professionalism, sound judgment, and discretion in interactions with the Board, regulators, vendors, and external partners, ensuring the confidentiality of both materials and conversations.

Supports seamless coordination of in-person, virtual, and hybrid executive meetings and workflows. There may be an opportunity to further enable administrative staff through training or job aids on collaboration tools, allowing leaders to confidently manage meetings when needed without additional support.

On a timely basis, prepares and distributes the agenda, minutes and other related materials for the weekly Senior Leadership Team meetings, quarterly Management meetings, and other meetings as requested by the President. Takes accurate minutes (if needed) of the proceedings and follows up to ensure that action items are appropriately assigned and reported upon. 

Schedules and prepares materials for the SVP/COO for the monthly Fraud Committee meetings and quarterly Fraud Leadership Roundtable meetings.  Provide catering needs, prepare handout materials and take minutes (as needed) for Fraud Committee meeting.

Provide catering needs, prepare handout materials and take minutes (as needed) for Committee meetings.

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.

Coordinates the meeting scheduling and logistics and preparation and distribution of agendas, materials, and/or accurate minutes for committees, 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 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.

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 President & CEO and other Senior Leadership Team members.

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.

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.

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.

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.

Ability to work the hours needed which may extend beyond the defined schedule when operating conditions dictate.

Ability to lift up to 15 lbs., with or without assistance, in compliance with ADA.

Primarily office-based role requires frequent interaction with senior executives and multiple departments.

Ability to conduct site visits, to make arrangements and participate in meetings, both on a planned and ad hoc basis.