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Oversee daily bookkeeping operations for credit union clients, manage workload and team performance, audit EOD/EOM reconciliations, escalate and resolve complex balancing and exceptions, coach and train specialists, support client transitions, maintain operational documentation, and provide hands-on bookkeeping backup as needed.

Coordinate and execute marketing campaigns across email, print, web, and social media. Create and review content, build targeted audience lists, track and report performance, manage timelines and deadlines, support product launches and events, train users on marketing tools, and communicate with clients and internal teams.

Provide advanced bookkeeping support for credit union partners, including month-end reconciliation, conversion posting, daily auditing, Call Report (5300) processing, shared branching maintenance, and backup support. Create processing guides, maintain QC standards, train and support Bookkeeping I/II staff, and handle exception processing and general ledger balancing.

Coordinate and execute multi-channel marketing campaigns, build target audiences and segments, operate marketing platforms (Salesforce Marketing Cloud), run recurring processes, compile campaign reporting, perform quality control, maintain process documentation, provide client-facing support and cross-training, and propose process improvements.

Provide executive-level administrative support including calendar and travel coordination, board meeting organization, event logistics, correspondence, document management, and facilitation of communications. Support leadership team projects, maintain records and board websites, handle confidential information, and assist with after-hours events and local travel for catering and organizational needs.

Perform daily bookkeeping for credit union clients: post and balance journal entries (ACH, share drafts, cards, ATM, corporate statements), produce end-of-day and month-end general ledger reports, reconcile accounts, respond to client requests via Zendesk/email, provide backup coverage, and complete ACH training and special balancing projects.

Provide front-desk hospitality and administrative support including managing communications, coordinating meetings and events, contract administration, facility upkeep, mail and supply management, petty cash reconciliation, and assisting partner/client activities to ensure a professional, organized workplace.