Executive Assistant

Job Description

Job Description

Description : JOB SUMMARY

JOB SUMMARY

Provide confidential, professional, administrative support for the President / CEO and Executive Management that includes a wide range of administrative duties to be handled with confidentiality and discretion where required.

Interface with other credit union management, board members, members, visitors and vendors to the credit union. Prepare reports, correspondence, manuals, spreadsheets, and all other communications utilizing a broad range of computer applications.

ESSENTIAL FUNCTIONS

• Provides a variety of administrative activities necessary to assist management including research, report preparation, informational request, and clerical support.
• Assists management with board material preparation, record and distribute board attendance and minutes.
• Assists in scheduling and / or arranging appointments, meetings, business trips, etc. for President / CEO, board members, or other members of the senior management team.

Maintains the calendar of events and schedules for the Credit Union.

• Coordinates and assists with preparation for all meetings involving the CEO and / or volunteers.
• Use computer programs, duplicate, and disseminate materials for meetings, including agendas, minutes, and committee reports.

Responsible for the retention and preservation of meeting records.

• Performs confidential administrative duties, researching data and preparing reports as needed.
• Open, sort and distribute incoming correspondence.
• Keep President / CEO advised of any issues, telephone calls, and letters received. Coordinate follow-through on pending issues.
• Develop and maintain electronic and data filing system.
• Maintain contact lists.
• Update and maintain policies and procedures.
• Word process, duplicate, and disseminate materials for management, ALM, supervisory and board meetings, including agendas, minutes, and committee reports.
• Coordinate all meetings and conference calls, including set up, catering, delivery and clean up. Prepare technology set up as needed.
• Provide general support to visitors, such as members, volunteers and vendors.
• Order office supplies and research new deals and suppliers.
• Other duties as assigned by President / CEO or Executive Management.

Requirements :

COMPETENCIES / SKILLS

• Leadership
• Decision Making
• Excellent Oral and Written Communication
• Ethical Conduct

REQUIREMENTS / QUALIFICATIONS

• High School Diploma or Equivalent
• Associates Degree Preferred

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phone, photocopiers / scanners, filling cabinets, 10-key calculator, and fax machines.

The position requires manual dexterity, the ability to lift files and open filing cabinets. The employee is required to stand, walk, sit, reach with hands and arms;

climb or balance; and stoop, kneel, crouch, or crawl as necessary.

The employee must be able to occasionally lift and / or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

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