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Job Descriptions:

ABOUT US:

The World Council of Credit Unions works to advance financial inclusion through the credit union and cooperative model by engaging in international advocacy, development, education, and networking that empower underserved populations and promote more equitable and resilient communities.

PRIMARY PURPOSE: The Associate provides comprehensive administrative, logistical, and operational support to the Worldwide Foundation for Credit Unions (WFCU) team. The Associate serves as a central resource for the WFCU staff in coordinating basic functions, freeing up the WFCU staff to grow program value, brand, fundraising, systems, and experience.

PRIMARY RESPONSIBILITIES:

(Ideally, responsibilities would include a percentage of time on each activity.)

+ 40% - Administrative Support & Coordination

+ Provide administrative support to the WFCU President and team, including scheduling meetings, preparing agendas, drafting correspondence, and tracking action items.

+ Serve as the primary point of contact for internal and external inquiries, routing communications appropriately.

+ Assist with travel arrangements, expense reports, and other logistical support for WFCU staff.

+ Maintain and update the WFCU archive to ensure that records are organized and accessible.

+ Track event expenses, credit card reports, and process related invoices.

+ 30% - Network Program Support

+ Provide unique support to staff leaders of the Global Women’s Leadership Network (GWLN), World Young Credit Union Professionals Program (WYCUP) and the Global DE Network.

+ Provide event logistics support, membership inquiries, GWLN Sister Society support, WYCUP, and Global DE stakeholder support as needed on an annual basis.

+ Assist with the coordination of network or WFCU webinars, workshops, and stakeholder meetings in partnership with program and staff leads.

+ 20% - Engagement Logistics & Communications Support

+ Serve as the first line of defense in general communications with WFCU staff, including managing the primary email and other channel correspondence.

+ Logistically support peer engagements and special events as requested.

+ Track event expenses, credit card reports, and process related invoices.

+ Cross-train on core WFCU programs and systems to provide backup support when needed.

+ 10% - Professional Development

+ Participate in relevant professional development opportunities to expand knowledge of credit unions, philanthropy, and administrative best practices.

+ It is expected that this role will evolve into a Credit Union Development Educator (CUDE) position within the first 36 months of assuming the role.

This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

The World Council is committed to Equal Employment Opportunity (EEO) that provides equal employment opportunities regardless of race, gender, age, disability, or other protected characteristics.

Required Experience:

QUALIFICATIONS

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

+ Associate's degree required.

+ Bachelor’s degree preferred.

Work Experience:

+ Minimum 3+ years of experience in an administrative, operations, or project support role, ideally in a nonprofit, association, credit union or mission-driven organization.

+ Familiarity with CRM systems, databases, web-based and AI-enabled project management tools, or office technology.

+ Experience coordinating logistics for events or meetings is a plus.

+ Strong communication and project management skills.

+ Comfort with hybrid meeting facilitation and digital collaboration tools.

Certificates and Licenses

+ Credit Union Development Educator (CUDE) certification is ideal.

+ Additional certifications in credit union leadership are desired.

Supervisory Responsibilities: None.

Travel: Occasional domestic and international travel (up to 10% annually) to support major events.

Language Skills: Fluency in English required. Second language (Spanish or Portuguese) desired. Excellent writing skills and analysis, including the ability to draft complex policies and procedures in a user-friendly manner and to communicate concepts and ideas effectively with proficient grammar and punctuation.

Computer Skills: Knowledge of the web with proven skills in Microsoft Suite products (Word and Excel 2003; Access, Power Point, Outlook, etc.).

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee may occasionally be exposed to outdoor weather conditions extreme heat and/or cold and working in unusual places. The noise level in the work environment is usually moderate.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit (occasionally for extended periods of time). The employee is frequently required to talk, hear, reach and stand; rarely required to stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds.

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Initiative - Volunteers readily undertake self-development activities; seek increased responsibilities; take independent actions and calculated risks; look for and take advantage of opportunities; ask for and offer help when needed.

Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans resource allocation and needs; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.

Quality/Detail-oriented - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality. Serves as the final reviewer for reports and project deliverables.

Teamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts the success of the team above one's own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.

Reasoning Skills - The successful candidate will possess above-average legal reasoning skills in complex factual and legal scenarios, both cross-border and domestic. A detail-oriented nature and the ability to prioritize multiple tasks and work independently are essential.

Interpersonal Skills - Effective interpersonal skills are essential for maintaining strong working relationships within and outside the World Council. Demonstrated ability to work as a team player towards organizational goals and objectives. Excellent organizational skills with the ability to coordinate and monitor workflows to and from multiple sources.

Benefits:

WOCCU seeks to attract and retain the best talent by offering a comprehensive benefits package. This summary of benefits is for regular full-time and eligible part-time employees (working at least 30 hours per week).

Health, Dental, and Vision

Medical –WOCCU offers medical insurance through CareFirst with several options you can choose from (HMO, POS, and PPO) based on your individual and family needs. A four-tier plan (Employee Only, Employee + Spouse, Employee + Children, and Employee + Family) coverage is offered to eligible WOCCU employees and dependents.

Flexible Spending Account (FSA) – Pre-tax dollars to pay for out-of-pocket healthcare or dependent care costs. The contribution limit is determined by the IRS and updated every year.

Dental –Delta Dental provides preventative, basic, major, and orthodontia (19 years and under) dental care services.

Vision Care – VSP covers vision expenses for exams, frames, standard lenses, and contact lenses.

Prescription Drug Coverage – Covers eligible prescription drug expenses at retail or mail-order pharmacies (included with selected medical coverage).

Domestic Partner Coverage – Domestic partners are covered under WOCCU health plans.

Disability and Life Insurance

Short-term Disability (STD) –Offers income replacement of 60% up to $1,500 per week for a maximum benefit period of 9 weeks. This benefit will begin after 0 days if you become disabled due to injury and after 7 days if you become disabled due to an illness.

Long-term Disability (LTD) –Offers income replacement of 60% up to $10,000 per month.

Group Life and AD&D Insurance – WOCCU provides a replacement for loss of income in the event of an employee's untimely death in the amount of two times the employee's salary up to a maximum of $350,000.

Voluntary Life and AD&D Insurance –WOCCU employees can elect additional life and AD&D insurance plans based on their family’s needs.

Paid Time Off

Sick Leave – Eligible employees will accrue sick leave benefits at the rate of 12 days per year (1 day for every full month of service). Part-time employees accrue sick leave at a prorated rate.

Vacation Leave – Vacation time begins at the commencement of employment and accrues in proportional increments per pay period throughout the calendar year. Vacation accrual is based on years of service.

Paid Holidays – WOCCU offers 11 paid holidays and 1 floating holiday that can be used at the employee's discretion.

Keyword: WFCU Associate

From: World Council of Credit Unions