• Special Project Coordinator / Executive Administrator

    Job Locations US-CA-Torrance
    Req No.
    Regular Full-Time
  • Overview

    UNIFY Financial Credit Union is one of the nation’s LARGEST 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.


    At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.


    Job Description:

    Reporting directly to the CEO, the Special Project Coordinator/Executive Administrator provides executive support and serves as the primary point of contact for internal and external matters pertaining to the CEO and Board of Directors. The Special Project Coordinator/Executive Administrator will have the ability to work independently on projects, from conception to completion, must be able to work under pressure at times to handle a wide variety of activities, and confidential matters with discretion.


    Roles & Responsibilities:

    • Drafts documents or conducts research to further CEO’s work in program and or development
    • Works with various departments to prepare CEO for external meetings, presentations and events, and ensures timely follow up of all action items.
    • Provides regular operating status reports to CEO as needed, assisting the CEO during operational reviews through follow up on assigned performance tasks and deadlines
    • Manage incoming calls, correspondence, and requests to the CEO; gather detailed information and determine appropriate course of action, referral, or response; prepare business correspondence and follow up as needed.
    • Extensive calendar management for CEO which includes scheduling, adding, and updating calendar information; arranging complex and detailed travel plans; and compiling documents for travel-related meetings.
    • Handling the CEO’s workflow and priorities by managing his schedule and anticipating needs ahead.
    • Gathers information and instruction from conference planning committees and makes recommendations regarding program, budget, site selection, contract negotiations, registration database management and logistical planning. (AOP/LRP)
    • Coordinates with conference hotel staff from first contact through post-conference follow-up including contracts, room scheduling, banquets, audiovisual equipment and billing. (AOP/LRP)
    • Responsible for the onsite logistics for each conference assigned to UNIFY including effectively conveying information, developing and coordinating with conference team. (AOP/LRP)
    • Completes Travel Expense Reports for the CEO and Board of Directors as necessary.
    • Processes invoices appropriately and keeps records of payments.
    • Manages a variety of special projects for the CEO which may include creating PowerPoint presentations, research or information gathering, and provides constructive input to facilitate project planning and implementation.
    • Manages monthly regular session Board package. Works closely with Executive Assistant to compile content in a timely and accurate manner for distribution to appropriate officials.
    • Maintains annual Calendar of Events for the CEO, as a reminder of required sponsorships and activities.



    • Bachelor’s degree required. MBA graduates with proven academic excellence preferred
    • Excellent interpersonal skills with the ability to establish and maintain strong working relationships at all organizational levels.
    • Excellent analytical skills; ability to quickly aggregate and analyze information.
    • Ability to take initiative, act independently and directs one’s own work
    • High level of computer proficiency in Concur, Internet, Intranet, MS Office: PowerPoint, Word, Excel, and Outlook.
    • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
    • Must demonstrate excellent written and oral communication skills.
    • Proven ability to handle confidential information with discretion, proactive approaches to problem-solving, and following through on issues in a timely manner.
    • Ability to travel 50% (Event Coordinating: AOP/LRP).
    • Must be available on-call/available after hours in order to respond to CEO inquiries/issues.


    Competitive Compensation and Excellent Benefits Package* Includes:

    • Medical (PPO/HMO/CDHP), Prescription, Dental (PPO/DHMO), Vision, Life, and Short- and Long-Term Disability Insurance
    • Dependent and Medical Care - Flexible Spending Accounts
    • Vacation, Sick, Personal and Holiday Pay
    • 401(K) Plan with employer match
    • Education reimbursement for approved programs
    • UNIFY banking privileges for you and your family

    *All programs subject to review and change

     UNIFY is proud to be a drug-free, equal-opportunity employer.  For more information on UNIFY, visit us at www.unifyfcu.com


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