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Partners Federal Credit Union

Full-service financial institution serving members worldwide

Executive Assistant To CEO

Executive SupportPosted on Nov 9
Full-timeOrlando, FL, USA

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least 8 years of Executive Assistant, executive operations, or senior-level administrative support experience is required, including at least 3 years directly supporting a CEO or President.
  • Experience supporting senior executives, C-level leaders, or high-profile business leaders is required.
  • Demonstrated experience supporting Board meetings, executive leadership meetings, sensitive communications, complex calendars, high-profile events, and confidential business matters is required.
  • Demonstrated experience using technology to improve executive workflows, preparation, communication, and follow-through is required.
  • Experience coordinating work across multiple executive stakeholders without direct authority is required.
  • Advanced proficiency in Microsoft 365, including Outlook, Teams, Word, Excel, PowerPoint, SharePoint, OneDrive, and Microsoft Copilot is required.
  • Ability to use approved artificial intelligence and automation tools to improve executive preparation, meeting effectiveness, communication, workflow coordination, research, and follow-through is required.
  • Strong strategic thinking, prioritization, and operational decision-making abilities are required.
  • Advanced organizational, coordination, and multitasking capabilities are required.
  • Strong interpersonal, relationship-building, and influencing skills are required.
  • Ability to operate independently with minimal oversight in a fast-paced environment is required.
  • Working knowledge of Board governance, executive confidentiality, information security, records management, risk awareness, and regulatory sensitivity is required.
  • Proven ability to anticipate needs, solve problems proactively, and manage ambiguity effectively is required.
  • Experience managing complex calendars, executive travel, expense reporting, and executive-level coordination is required.
  • High levels of professionalism, discretion, judgment, and executive presence are required.
  • Ability to manage highly sensitive and confidential information appropriately is required.
  • The role requires the ability to move into different positions and environments, remain stationary for prolonged periods, move objects up to 15 pounds, perform repetitive hand and finger motions, communicate detailed information verbally, hear ordinary conversation, and visually inspect documents or operate office machinery.
  • The position requires regular in-person availability based on the CEO’s schedule, business requirements, Board activities, travel, and organizational events.

Responsibilities

  • Represent the Credit Union at sponsor events.
  • Coordinate Board and committee calendars, materials, logistics, communications, approvals, and follow-up in partnership with appropriate internal leaders.
  • Maintain a forward calendar of Board deadlines, executive-team commitments, strategic milestones, and major organizational events.
  • Prepare the CEO for Board meetings, executive-team discussions, external engagements, and sensitive employee or member matters.
  • Protect privileged, confidential, and highly sensitive information using appropriate access and distribution controls.
  • Anticipate executive needs and proactively adjust priorities, schedules, and workflows.
  • Manage complex executive calendars while protecting executive focus and time.
  • Prepare executives for high-stakes meetings, client engagements, presentations, and events.
  • Develop agendas, briefing materials, presentations, reports, and executive preparation documents.
  • Manage communication flow on behalf of executives, including inbox triage, prioritization, and follow-up coordination.
  • Arrange complex travel logistics, including flights, accommodations, transportation, itineraries, and contingency planning.
  • Prepare, manage, and reconcile expense reports and executive-related financial documentation.
  • Track progress, commitments, action items, and strategic follow-through across priorities and initiatives.
  • Facilitate high-level communication and coordination across departments, leadership teams, clients, and the Board.

Desired Qualifications

  • Experience supporting cross-functional initiatives and executive operations is preferred.

About the Company

Partners Federal Credit Union

Full-service financial institution serving members worldwide

Partners Federal Credit Union is a member-owned financial institution that provides a range of financial services to its members worldwide. Sponsored by The Walt Disney Company, it offers savings and checking accounts, loans, mortgages, credit cards, and online and mobile banking, funded by member deposits that are used to back loans and investments. As a credit union, profits are returned to members through better rates, lower fees, and enhanced services. The Disney sponsorship and a 2007 merger with Vista Federal Credit Union contribute to its strength and stability, and it serves a global membership of about 165,000. The goal is to help members manage money, borrow affordably, and build financial security with dependable, member-focused service.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Orlando, FL
Founded
Not listed

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