Executive Assistant, Office of the CEO

Heritage Family Credit Union • Rutland, VT

17h

About The Position

We’re seeking a highly skilled professional who not only excels in executive‑level support but also acts as a strategic partner and forward‑thinking advisor. The ideal candidate: Operates with a proactive, anticipatory mindset; regularly seeing around corners to identify risks, gaps, and opportunities before they surface, and taking action to keep the CEO and Executive Leadership Team several steps ahead. Thinks strategically and navigates complexity with ease, connecting information across departments, understanding organizational dynamics, and offering insights that strengthen decisions, workflows, and outcomes. Takes ownership and leads with initiative, stepping in to solve problems, streamline processes, and drive enterprise-level projects forward without needing direction; brings solutions that elevate performance and support the credit union’s mission and long‑term goals. What You’ll Be Doing Driving strategic execution: Partner closely with the CEO to organize, prioritize, and advance enterprise-wide initiatives, ensuring timelines, KPIs, and outcomes stay on track across all business units. Enhancing executive operations: Streamline workflows, improve cross‑department communication, and support the Executive Leadership Team by providing insights, preparing board materials, and representing the CEO when needed. Leading high‑impact projects: Coordinate and oversee cross-functional initiatives, organizational events, and governance-related activities while identifying barriers and implementing solutions that improve organizational effectiveness. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.

Requirements

• High School or equivalent required. Bachelor’s degree in business or related field is preferred.
• Minimum 2+ years of administrative support experience required. Previous experience supporting a CEO, President, or comparable senior executive is preferred.
• Handle all information/documents in a confidential and secure manner.
• Be aware of surroundings when working with files and when speaking with employees or members, both in person or over the phone, when discussing or gathering personal and confidential information.
• Ability to exercise discretion and independent judgement when completing tasks.
• Good organizational, communication, and business writing skills that exhibit professionalism and the ability to deal effectively with internal and external contacts is a must.
• Conscientious, comfortable with detail, and the ability to be multi-tasked to coordinate and prioritize the workday efficiently.
• Comfortable working under pressure, self-motivated and able to work in a team environment.
• Friendly, outgoing, and creative.
• Comfortable working both face-to-face and on the telephone with people.
• Ability to understand and monitor compliance functions and responsibilities assigned within a high-level executive team environment and within a credit union, and the ability to stay current in the changing environment of compliance.
• Ability to work cooperatively with others to identify, recommend and implement opportunities for increased efficiency.

Nice To Haves

• Bachelor’s degree in business or related field is preferred.
• Previous experience supporting a CEO, President, or comparable senior executive is preferred.

Responsibilities

• Partner with the CEO to define, prioritize, and implement strategic initiatives that align with the credit union’s mission, values, and long-term goals.
• Ensure all projects are executed on schedule and deliver measurable results across business units.
• Serve as a strategic liaison between the CEO, Executive Leadership Team, and department heads.
• Provide data-driven insights and recommendations that inform decision-making and enhance organizational performance.
• Lead or support cross-functional projects, ensuring collaboration between business lines, adherence to timelines, and effective use of resources.
• Identify and remove barriers to success, escalating issues when necessary.
• Collaborate with the CEO to prepare agendas, reports, and presentations for the Board of Directors and Committees and take meeting minutes when necessary.
• Ensure materials are accurate, timely, and aligned with governance and regulatory expectations.
• Plan, coordinate, and execute organization-wide events such as annual meetings, board planning sessions, leadership retreats, and other key corporate functions, ensuring seamless logistics and a high level of professionalism.
• Develop and maintain tools to track progress toward strategic objectives and KPIs.
• Provide regular updates and analysis to the CEO and Executive Team to support accountability and informed decision-making.
• Draft and refine communications, speeches, presentations, and talking points for the CEO.
• Represent the CEO in meetings and working groups when appropriate, ensuring alignment of messaging and priorities.
• Assess operational workflows across departments to identify efficiency gaps.
• Recommend and implement improvements that enhance communication, collaboration, and organizational effectiveness.
• Partner with HR and senior leaders to strengthen culture, leadership development, and employee engagement initiatives.
• Help drive alignment between strategy, values, and day-to-day behaviors across the organization.
• Collaborate with Risk, Compliance, and Audit functions to ensure enterprise initiatives adhere to governance, regulatory, and policy standards.
• Support the CEO in maintaining a strong risk-aware culture.
• Responsible for predictable and reliable attendance.
• All other duties as assigned.

Benefits

• Paid time off in addition to paid federal holidays
• Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
• 401k match
• Ongoing training opportunities
• 8 hours of volunteer time with an organization important to you
• Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED