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.
The business area of coverage for this role would be Brand and Marketing.
Job Responsibilities:
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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.
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Lead activities, internal or external, to complete assigned projects and/or reports in cooperation with senior management.
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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.
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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.
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Proactively research information and create reports using various PC applications.
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Identify, analyze, and implement process changes to streamline and improve administrative workflow.
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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.
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Review incoming correspondence via paper or email, lead initiative to determine appropriate action required. Monitor issues for appropriate follow-up.
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Proactively anticipate and plan senior management’s appointment calendar and activities to allow senior manager(s) to achieve corporate/divisional objectives.
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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:
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Associate Degree in Business or Administrative Assistant fields, or equivalent trade-off in pertinent work experience.
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Three to five years administrative work experience, to include competencies in the following areas:
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plan, organize and leading facilitation of multiple projects/assignments or equivalent work experience.
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advanced word processing, spreadsheet, graphic software and Internet/Intranet applications.
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provide internal/external customer services.
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identify and create solutions for electronic & hardcopy organizational systems to include electronic databases, tracking systems.
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All of the above position accountabilities require and ability to use analytical thinking and problem-solving skills on their own initiative.
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Broad knowledge of corporate structure to include all distribution channels and thorough understanding of credit union marketplace.
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Proficient skill level of Microsoft Office Suite software such as Word, Excel and PowerPoint.
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Ability to clearly and effectively communicate via verbal and written communication. Ability to create correspondence on behalf of others.
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Broad knowledge of grammar, spelling, sentence structure and editing ability.
Preferred Qualifications:
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Executive experience in a corporate setting and have covered at an SVP/VP level.
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Advanced Organizational skillset - Proactive vs. Reactive
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Strong communication skills and comfortable being in the spotlight vs. behind the scenes.
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Experience with OneNote - Advanced preferred
#LI-EG
If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$55,300.00 - $83,000.00
At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
Top Skills
What We Do
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.
In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
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