Executive Assistant/Office Manager

Job Description

Job Description

Job Summary : The Executive Assistant / Office Manager is responsible for maintaining a pleasant work environment while providing administrative support.

Essential Duties and Responsibilities :

• Support President / CEO as needed.
• Coordinate Company or Staff lunches.
• Attend Board, Supervisory Committee, and other meetings as needed to take meeting minutes / notes.
• Arrange travel as well as manage travel expenses for board members.
• Manage ordering and inventory of drinks, snacks, and other supplies pertaining to employee comfort.
• Typing / Editing / Filing and other administrative tasks as needed.
• Assist with intra office moves; work space / office and parking assignments
• Support planning and execution of special company events
• Ensure an organized, clean and attractive office appearance and break rooms
• Maintain good working relationships with building property management and vendors
• Primary point of contact for building property management, vendors and all office services such as pest control; repairs;

HVAC; recycling services; janitorial services; securtiy alarm and Virtual keypad / door access badges; etc

• Develop and maintain productive and professional working relationships with executive level staff as well as the Board of Directors (BOD) and Supervisory Committee
• Exercise strong attention to detail, ensuring that all communications, deliverables, and assignments are accurate, professional, and audience appropriate
• Assist in compiling, distributing, and handling reports, documents, and contracts
• Occasionally answer phones
• Upholds the compliance requirement of all related federal regulations, including but not limited to; the Bank Secrecy Act and Anti-Money Laundering policies and procedures.

Complete annual BSA training requirements as established by SunWest Credit Union

And other supportive duties as needed.

Education and / or Work Experience Requirements :

• 3+ years of executive assistance experience supporting executives or teams
• Microsoft 365 and willingness to learn other applications as needed
• Punctual, dependable and must be able to work independently with little supervision
• Interpersonal skills
• Ability to interact professionally with all levels of the organization
• Ability to manage competing priorities
• Thoroughness and attention to detail
• Strong organizational skills
• Time management skills
• Problem-solving skills : Ability to address challenges efficiently
• High Emotional Intelligence
• Confidentiality
• Ability to multitask
• Time management skills
• Professional in dress, personality and presence.
• Excellent written and verbal communication skills

Education :

Associate’s degree is preferred

Physical Requirements :

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and / or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
• Must be able to lift and carry up to 20 lbs.
• Must be able to talk, listen and speak clearly on the telephone.

Company Description

SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand.

Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind to help people thrive financially so they can excel personally.

When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace.

Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts.

We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities.

Join our team if you’re ready to do what you love, while helping those who need what you have to offer.

Company Description

SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand.

Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind to help people thrive financially so they can excel personally.

r n r nWhen you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace.

Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts.

We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities.

Join our team if you’re ready to do what you love, while helping those who need what you have to offer.