Manager, Executive Office & Projects

Bow Valley Credit Union•Stoney 142B, AB

7d•Onsite

About The Position

The Manager, Executive Office & Projects serves as an execution partner to the Chief Executive Officer (“CEO”), Senior Leadership Team (“SLT”) and the Board of Directors (“BOD”). Operating at the intersection of strategy, governance, and operations, this role ensures organizational priorities are translated into action and effectively executed. The position leads the administration of executive and board governance, coordinates enterprise initiatives, and facilitates cross-functional collaboration to advance Bow Valley Credit Union's strategic objectives. Through proactive planning, sound judgment, and exceptional relationship management, the incumbent enhances executive effectiveness, supports organizational alignment, and drives accountability for key initiatives.

Requirements

Post-secondary education in Business Administration, Commerce, Communications, Public Administration, Project Management, or a related discipline.
Minimum 5 years of progressively responsible experience supporting senior executives, leading projects, or coordinating enterprise initiatives
Demonstrated experience working directly with executive teams and Board of Directors
Experience leading cross-functional projects involving multiple stakeholders and competing priorities.
Experience preparing Board materials, minutes, and governance documentation.
Exceptional written and verbal communication skills, with the ability to produce polished Board materials, briefings, and correspondence with accuracy and professionalism
Sound understanding of Board and committee administration, including agenda preparation, minutes, and regulatory recordkeeping
Strong ability to translate organizational priorities into actionable plans, manage competing demands, and maintain momentum across concurrent initiatives
Outstanding prioritization and planning skills, with meticulous attention to detail across document preparation, records management, and executive follow-through
High degree of professionalism when handling sensitive executive, governance, and organizational information; knows when to act independently and when to escalate
Proven ability to build credibility and work effectively across all levels of the organization, from frontline staff to senior executives and Board members
Advanced proficiency with Microsoft Office and business productivity tools, including project management frameworks and communication platforms
Thrives in a dynamic environment with shifting priorities; proactive, solutions-oriented, and comfortable managing ambiguity
Must be bondable; satisfactory criminal and credit checks required
Legal authorization to work in Canada on a full-time basis

Nice To Haves

Project management certification or formal project management training is considered an asset.
Governance-related education or training is considered an asset.
Experience within a financial institution, cooperative, or other regulated environment is considered an asset

Responsibilities

Provide executive administrative support to the CEO and SLT, including calendar management, correspondence, travel coordination, and meeting preparation
Support the development, coordination, and execution of executive and organizational priorities
Translate strategic objectives into actionable plans, ensuring clear ownership, timelines, and accountability
Coordinate and monitor follow-up activities arising from executive discussions and decisions
Prepare executive briefings, presentations, reports, and correspondence for internal and external audiences
Foster communication and alignment between the Executive Leadership Team and organizational stakeholders
Exercise discretion and independent judgment when managing sensitive and confidential matters
Lead the administration of Board of Directors and sub-committees’ activities
Serve as a primary point of contact and liaison between the CEO and Board Chair, responding to Board member inquiries professionally and with appropriate confidentiality
Develop and coordinate Board and Committee annual calendars and work plans.
Prepare, review, and distribute agendas, Board packages, and supporting materials.
Attend Board and Committee meetings and prepare accurate minutes, action summaries, and follow-up documentation.
Maintain governance records and documentation in accordance with regulatory requirements and organizational standards.
Coordinate Board orientation, education, and governance activities.
Support the planning and execution of the Annual General Meeting (AGM).
Develop comprehensive project plans for strategic initiatives, including key objectives, milestones, timelines, accountable parties, communication plans and budget considerations; utilize Gantt charts and other project management tools to maintain visibility and momentum across concurrent priorities
Facilitate cross-functional working groups and meetings to advance organizational priorities, including documenting decisions, milestones and follow-up on assigned tasks and deliverables
Support strategic planning activities and implementation of organizational initiatives
Track project outcomes and prepare updates for executives and the Board, as required
Prepare executive communications, presentations, speeches, and organizational updates
Maintain organized filing systems for board governance documents, executive correspondence, and project records
Support communication and change management activities related to strategic initiatives
Coordinate executive meetings, retreats, and planning sessions
Document decisions and maintain action registers arising from executive meetings
Promote collaboration and information sharing across departments and branch locations