Cuna Mutual Executive Assistant in Madison, Wisconsin

Job Purpose:

Under direct supervision, plan, organize and implement administrative activities for multiple assigned members of senior management. Act in a confidential capacity with regard to employee relations, labor relations, compensation, staffing and various other corporate activities. Remain flexible to change in working with projects/assignments/tasks and align priorities as needs arise, in conjunction with senior management’s priorities.

Framework General Profile and Scope:

(Standard criteria based on job factors for the career track / level)

  • Developed knowledge and skills through formal training or work experience

  • Generally manages own workload

  • Works within established procedures with a moderate degree of supervision, occasionally watching for opportunities to improve own procedures

Job Responsibilities:

(List of general activities, duties and/or tasks typically performed within the job.)

  • Assist in management of senior management calendars and activities to allow senior manager(s) to achieve corporate/divisional objectives.

  • Provide assistance in development of agendas, presentation materials, meeting deliverables and meeting follow-up items.

  • Under direction of senior management, assist in response of internal/external inquiries.

  • Participate and assist in activities, internal or external, to complete assigned projects in cooperation with senior management.

  • Participate in streamlining and adding efficiency to administrative workflow processes.

  • Assist in supporting the migration to new technologies to allow for new process improvements and efficiencies.

  • Composes routine correspondence, correct grammar, punctuation and spelling.

  • Maintain and update office supplies, compile data for routine reports, answer telephone calls, and coordinate travel arrangements as required.

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.)

  • High School diploma or equivalent

  • One to three years administrative work experience to include competencies in the following areas:

  • plan, organize and assist in multiple projects/assignments

  • word processing, spreadsheet, graphic software and Internet/Intranet applications

  • provide internal/external customer services

  • identify and create solutions for electronic & hard copy organizational systems to include electronic databases, tracking systems

  • All of the above position accountabilities require the ability to use analytical thinking and problem solving skills on own initiative.

  • Keyboarding skills 50 WPM

  • Ability to clearly and effectively communicate via verbal and written communication.

  • Broad knowledge of Microsoft Office Suite such as Word, PowerPoint and Excel

Physical Job Analysis:

While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

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.

For more than 80 years, CUNA Mutual Group has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.

Discover for yourself the difference we can make for you.