DUTIES AND RESPONSIBILITIES

Position Purpose: Provide confidential, professional, administrative assistance for Executive Management. This 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 DUTIES

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.

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 and updates administrative records, policies, procedures, central fills and reports.

• Coordinates and assists with preparation for all meetings involving the CEO.

• Maintains the schedule and calendar for CEO and executive staff.

• Use computer programs, duplicate, and disseminate materials for board meeting, 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.

• Keep Executive Management advised of complaints, telephone calls, and letters received.

• Support HR Department

Coordinate and follow-through on pending issues.

SKILLS, KNOWLEDGE, EXPERIENCE

• High school graduate or equivalent.
• Knowledge of computers and general office equipment
• Able to understand and follow verbal and written instructions
• Must have excellent verbal and written communications skills
• Must be organized, accurate and neat
• Maintain professional appearance
• Able to work well with credit union staff.
• Able to work in a sales-oriented environment

This job description is not a complete statement of all duties and responsibilities for this position. It contains only the facts necessary to evaluate the position on a fair basis.