Executive Assistant-Executive Team Job at Fortera Federal Credit Union in Clarks

POSITION PURPOSE

Provide support to C-Suite Executive Team. Work under supervision of COO, supports the efforts of C-Team by handling correspondence and expense reporting, conducting research, planning/coordinating meetings, taking and disseminating meeting minutes and making travel arrangements when requested. Compile and publish monthly executive reports. Greet visitors and escort them to meetings and appointments. Act as backup to Executive Assistant, Corporate.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Effectively perform all assigned administrative and clerical functions.

• Type and assemble documents, including memos, letters, presentations, spreadsheets, and reports.
• Coordinate and schedule meetings, appointments, conference calls.
• Receive and escort visitors to meetings and appointments.
• Process supply orders, expense reports, and travel requests when necessary.
• Answer phone calls, emails, and requests for assistance in a polite, professional manner.
• Sort and distribute incoming mail to appropriate executives.
• File correspondence, memos, records, and reports. Maintain accurate files and records.
• Perform as backup to Executive Assistant, Corporate, when unavailable or as directed to include handling President/CEO communications and Board activities.
• Assist in planning and execution of meetings and events to include catering.
• Ensure board room kitchen and refrigerator is always stocked and cleaned and Board room is maintained, orderly, and always meeting ready.
  
  

Prepare and maintain assigned records and reports.

• Assemble, tabulate, calculate, and maintain reporting/statistical data on regular and special basis.
• Prepare documents and reports.
• Assemble internal reports as requested.
• Draft minutes from notes and submit to management for revision and final approval.
  
  

Maintain effective business relations with members, vendors, and the general public.

• Resolve requests, complaints, and problems or refers them appropriately.
• Communicate with business contacts on behalf of executives via facsimile, telephone, and mail.
• Promote goodwill and convey a positive, professional image of the Credit Union.
• Maintain confidentiality and high level of trust with C-Suite.
  
  

Establish and maintain effective communication/working relations with area staff and management.

• Assist area personnel as needed. Obtain and convey information as needed.
• Keep management informed of area activities and of any significant problems.
• Keep management properly apprised of the status of projects and ensures that deadlines are met.
• Assist in the coordination and planning of Credit Union meetings and holiday activities and events.
• Coordinate C-Team functions and events as requested.
• Attend and participate in all required meetings, trainings and committees.

Assumes responsibility for related duties as required or assigned.

• Perform miscellaneous clerical and administrative tasks including scanning, faxing and copying.
• Manage special projects as assigned.
• Satisfactorily complete all required training and complies with all regulations which apply within the scope of the position to include Bank Secrecy Act compliance.
• Participate in community and civic events to promote awareness of the Credit Union in the community.
• Ensure that work area and assigned equipment are clean, secure, and well maintained.
• Perform other duties and tasking as assigned by management.
  
  

Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy, genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

PERFORMANCE MEASUREMENTS

• Clerical assignments are neat, accurate, and completed in a timely manner.
• Administrative support functions are completed effectively and efficiently.
• Visitors and phone calls are received and directed courteously and promptly.
• Effective communication and coordination exist with President/CEO, C-Team and Senior Management.
• Department functions are conducted in accordance with established Credit Union procedures and policies.
• Good coordination and effective working relations exist with area support personnel. Polite, professional assistance is provided as needed.
• All department records are accurate, up-to-date, and organized. Files are well-maintained.
• Maintain high level of professionalism in dealing with confidential and sensitive issues.
• Fortera Core Values are satisfactorily demonstrated.

QUALIFICATIONS

Education/Certification:

• High school graduate or equivalent. Some college or advanced administrative training preferred.
  
  

Required Knowledge:

• Basic knowledge of Credit Union or financial institution operations preferred.
• Understanding of document formats, spreadsheets, and business communications.
• Highly proficient in MS Office Suite.

EXPERIENCE REQUIRED:

• Three to five years of administrative support experience, preferably with at least two years at a corporate executive level.

Skills/abilities:

• Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.
• Excellent interpersonal, member service and oral and written communication skills.
• Able to work in a cooperative manner with others. Presents a positive, upbeat attitude.
• Highly proficient in MS Office Suite.
• Able to perform dictation and transcription tasks at a high level.
• Proficient typing skills.
• Flexible and able to respond to rapidly changing priorities.
• Good project management skills and well-organized.
• Highly accurate and attentive-to-detail.
• Able to maintain a high level of trust and confidentiality.
• Able to use a PC, related software applications, and standard office equipment.
• Must be able to meet deadlines and maintain and effective and efficient workflow.
• Professional dress, appearance and attitude.
• Able to work well under pressure while always promoting a professional image of the Credit Union.
• Must be able to work independently, as a team and handle multiple tasks in a fast-paced environment.
• Regular and predictable attendance.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Finger Dexterity:

• Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping:

• Using fingers and palm on an object.

Talking:

• Especially where one must frequently convey detailed/important instructions or ideas accurately, loudly or quickly.

Repetitive Motion:

• Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing:

• Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities:

• Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength:

• Sedentary work; sitting most of the time; exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

None:

• No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability:

• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

Mathematics Ability:

• Ability to perform basic math skills and to use decimals to compute ratios and percents, and to draw and interpret graphs.

Language Ability:

• Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias.
• Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar.
• Able to communicate distinctly with appropriate pauses and emphasis, correct pronunciation (or sign equivalent), and variation in word order using present, perfect, and future tenses.