Operations Delivery Coordinator / Executive Assistant

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Operations Delivery Coordinator / Executive Assistant in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 12+ Months

The ideal candidate serves as an extension of leadership team by helping manage priorities, tracking action items, creating executive-level PowerPoint presentations, documenting meeting outcomes, following up on deliverables, and ensuring requests move from concept to completion.

This individual must be comfortable interacting with senior leaders, translating verbal direction into polished deliverables, and working independently with minimal oversight.

Required Skills & Experience

• 5+ years of project or product delivery in banking or financial services
• Operational, change management implementation experience where you managed multiple workstreams simultaneously
• Ability to facilitate meetings, track timelines and manage issues
• Excellent written and oral communication skills
• Proficiency in Excel, Word, PowerPoint, JIRA, and SharePoint
• Experience working in Agile environment
• Strong stakeholder management skills
• Ability to quickly re-prioritize work in a fast paced, high demand, environment while balancing multiple priorities
• Work with minimal direction and take initiative in identifying opportunities, areas for improvement, decision making and problem solving
• Work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

What You Will Be Doing

Executive Support & Strategic Coordination

• Track leadership priorities and strategic initiatives
• Manage action items assigned by leadership
• Follow up with internal partners to ensure completion
• Organize communications, deliverables, and reporting activities
• Function as an extension of leadership by ensuring commitments are tracked and executed

PowerPoint & Executive Presentation Development

• Create executive-ready PowerPoint presentations
• Build weekly and monthly status reporting decks
• Transform verbal discussions into polished executive communications
• Support leadership presentations delivered to senior executives

Meeting Management

• Attend leadership and operational meetings
• Capture detailed meeting notes and action items
• Document decisions and key discussion points
• Track follow-up activities through completion

Copilot & Productivity Tools

• Utilize Microsoft Copilot to improve productivity and content creation
• Leverage Microsoft Office tools including PowerPoint, Excel, Teams, Outlook, and SharePoint
• Assist leadership with drafting updates, communications, and presentation materials

Delivery Coordination

• Support delivery managers and operational teams when needed
• Assist with project coordination activities
• Track timelines, dependencies, risks, and deliverables
• Facilitate meetings and stakeholder engagement when assigned