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Sr. Executive Assistant

Apply Later Job ID R-001882 Date posted 10/11/2017

Salary Grade: 505

Location: Madison, WI

Sr. Executive Assistant

Join the Professional Support Team at CUNA Mutual Group as a Senior Executive Assistant!

The Senior Executive Assistant is responsible for planning, organizing, and working very closely with the senior manager(s) to complete administrative activities. The person in this role oversees major issues and processes related to strategic planning and tactical initiatives for senior manager(s). The Professional Support Team responds quickly to changes in projects/assignments/tasks and helps to re-aligns priorities. They act in a confidential capacity with regard to employee relations, labor relations, compensation, staffing and various other corporate activities. Additionally, they perform 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 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 issue 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.

•Improve departmental expense ratio by tracking time spent lobbying; tracking departmental dollars; tracking PAC funds raised and disbursed; recommend cost saving ideas.

•Create and distribute monthly newsletter and maintain Corporate & Legislative intranet site

•Create and file Federal Election Commission reports and Lobbying Disclosure reports prior to due dates.

Job Requirements:

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

•3-5 years administrative work experience, to include knowledge and skills in the following areas:

  • Plan, organize and lead facilitation of multiple projects/assignments
  • Experienced user of word processing, spreadsheet and graphic software (Microsoft Office Suite software such as Word, Excel and PowerPoint)
  • Identify and create solutions for electronic & hardcopy organizational systems to include electronic databases and tracking systems 
  • Analytical thinking and problem solving skills
  • Broad knowledge of corporate structure to include all distribution channels and thorough understanding of credit union marketplace
  • Ability to clearly and effectively communicate via verbal and written communication (grammar, spelling, editing, etc.)
  • Experience in creating correspondence on behalf of others 


CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

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