Executive Assistant providing comprehensive support to Lloyds Banking Group's CEO of Business & Commercial Banking. Managing reports, facilitating communication, and ensuring strategic alignment in operations.
About the role
- Board Administrator & Executive Assistant offering high-level support to the CEO at USO. Engaging in board administration and organizational compliance with a focus on serving the military community.
Responsibilities
- Provide high-level administrative, operational, and board governance support to the CEO and Board of Governors
- Serve as the primary point of contact for the CEO with internal and external stakeholders via phone, email, and in-person interactions
- Manage the CEOs calendar, including scheduling, prioritizing, and coordinating meetings, events, travel, and conference calls (domestic and international)
- Draft, proofread, and prepare correspondence, presentations, and meeting materials, ensuring alignment with the CEOs preferred tone and style
- Develop and maintain mail management processes for the CEO, including regular check-ins, confidentiality protocols, and tagging systems for urgent/sensitive communications
- Independently initiate and implement processes to manage projects, information, and people
- Conduct research and prepare summaries, reports, and recommendations as assigned
- Exercise discretion, judgment, and organizational knowledge to facilitate executive activities and maintain confidentiality
- May direct and deploy support staff or other resources as needed
- Work independently and collaboratively across teams
- Act as the primary liaison between the organization and the Board of Governors and its Committees
- Schedule, plan, and provide notices for board and committee meetings, maintaining a two-year posted rotation and annual planning in coordination with the Operations team
- Prepare, assemble, and distribute meeting materials, agendas, minutes, resolutions, and annual conflict of interest statements
- Attend meetings, record minutes, and ensure timely follow-up on action items
- Manage board member records (bios, contact info, tenure, committee membership) and train/support system users
- Coordinate board trips, in-person meetings, dinners, and mission immersion events
- Conduct research, develop/administer board surveys, and generate reports to support governance and strategic goals
- Track board member giving in development donor database, ensure gifts are credited, and facilitate acknowledgements and CEO/Chairman thank-you's
- Collaborate with the Governance Committee Chair and senior leaders to monitor board and committee composition, make recommendations, and support board development
- Develop, submit, and monitor the Executive Office budget, including monthly analysis of budget-to-actual spending in Adaptive, midyear forecasts, and annual training with Finance leadership
- Project expenditures for consultants and outside resources, and attend budget submission check-ins as required
- Reconcile CEO and EA Wells Fargo corporate credit card charges in the Wells One portal, ensuring: Receipt images are attached to each charge
- Review and approve direct reports reconciliations and out-of-pocket expense reports in Coupa, using established approval/denial/comment features and ensuring compliance with USO policies and IRS requirements
- Submit and track invoices through Coupa, following Accounts Payable and procurement policies
- Maintain up-to-date knowledge of USO General Ledger Account Codes and financial procedures
- Arrange travel for the CEO, board members, and executive office, ensuring compliance with USO travel policies and use of the Concur Travel Management platform
- Support CEO participation in corporate alliance/partnership events, speaking engagements, care package events, and CEO-to-CEO partnerships
- Assist with securing approvals for creative materials and direct response/marketing campaigns requiring the CEO's signature
- Build and maintain positive, strategic relationships at all levels of the organization, including senior leaders, board members, administrators, and external partners
- Communicate scheduling needs, resolve conflicts proactively, and coordinate with team members to optimize executive office productivity
- Maintain confidentiality and professionalism in all interactions
- Retain and manage the CEOs electronic signature, ensuring use only with CEO approval and in accordance with organizational policies
- Perform other duties as assigned to support the CEO, Board of Governors, and organizational objectives
Requirements
- Bachelors degree in business administration, nonprofit management, or related field preferred
- Minimum 5 years experience in C-suite level executive support, board administration, or nonprofit governance
- Demonstrated expertise in financial management, expense reporting (Wells Fargo, Coupa), and budget analysis
- Advanced proficiency with Microsoft Office, Adaptive, Salesforce, Concur, and board management systems
- Strong organizational, planning, and time management skills; ability to prioritize and manage multiple projects
- Excellent written and verbal communication skills; ability to draft correspondence in CEOs preferred style
- High level of discretion, judgment, and confidentiality
- Experience with nonprofit board governance and administration strongly preferred
- CAP (Certified Administrative Professional) or similar credential preferred
Benefits
- generous paid time off, including volunteer days and military leave
- remarkable 401k match
- comprehensive benefits
- opportunities for training and education reimbursement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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