Job Description
Position Purpose:
Provide confidential, professional, administrative assistance for the President/CEO that includes a wide range of administrative duties to be handled with confidentiality and discretion where required. Interface with other executives in the credit union, with board members, with members, visitors, and vendors to the credit union. Prepare reports, correspondence, manuals, spreadsheets, and all other communications utilizing a broad range of computer applications.
Job Responsibilities
• Provides a variety of administrative activities necessary to assist management including research, report preparation, informational request, and clerical support.
• Assist in scheduling and/or arranging appointments, meetings, business trips, etc. for CEO, board members, or other members of the senior management team. Maintain the calendar of events and schedules for the CEO and Board.
• Maintains contact information of the Management Team, Board of Directors and Committee members.
• Assist in the overall event planning for credit union business meetings, such as board meetings, supervisory meetings and other events as designated that are held at the credit union.
• Maintains the schedule and calendar for CEO and executive staff.
• Use computer programs, duplicate, and disseminate materials for board meetings, including agendas, minutes, and committee reports.
• Disseminate informational mailings and articles to the board of directors, management, and others.
• Compose, process, and sign standard letters for officers. Ensure accuracy of work.
• Serves as the first point of contact for CEO. Keeps President/CEO advised of complaints, telephone calls, and letters received.
· Maintains the supplies of the office.
· Assists with scanning documents, faxing and making copies for Management.
· Assists with communications to and from the Management Team.
· Maintain expense reporting for executives and volunteers.
· Assists with planning of approved travel or conferences.
· Participates in available credit union self-development education programs and required compliance courses.
· Assists administrative team with assignments in support of the Credit Union's objectives.
· Performs other duties or special projects as required or assigned by CEO.