• Performs secretarial and clerical duties, including answering correspondence, maintaining appropriate records and files, prioritizing workload to meet deadlines and assists the President/CEO with day-to-day operations.  Also provides support duties for Senior Management and the Board of Directors, as needed.
• Prepares drafts of policies, correspondence, spreadsheets for the President/CEO’s review, as needed.
• Prepares materials and schedules/coordinates meetings for the Board of Directors.  Works closely with the President/CEO in finalizing monthly agenda.
• Coordinates President/CEO, management, Board of Directors conference/seminar registrations and related travel arrangements, when requested.  Prepares itinerary for each traveler.
• Under the direction of the President/CEO, prepares spreadsheets, graphs to analyze and summarizes special projects for the President/CEO’s review.
• Prepares and assesses annual mileage reports for the Board of Directors.
• Takes and prepares minutes of meetings as determined by the President/CEO.
• Coordinates all Board of Director and Board Education meetings, including but not limited to, ordering and picking up lunches/dinners, setting up the boardroom to ensure a smooth and timely meeting.
• Establishes and maintains a good working relationship with all management and employees to ensure cooperation within the credit union.
• Coordinate Annual Board Planning Session, including the preparation of planning materials.

The following duties are completed in an accurate and timely manner:

• Secretarial and clerical functions.
• Board agenda.
• Organize Board of Directors and senior management meetings.
• Seminar, conference, and travel arrangements.
• Spreadsheets, graphs and summary analysis of special projects.
• Minutes, documents, reports and files are accurate and timely.  Files are accurate and maintained.
• Excellent communication and coordination between management, Board of Directors, volunteers, and employees.
• Exhibits professionalism, integrity and confidentiality.

Education / Certification

• High school diploma or GED required.

Required Knowledge

• Must be proficient in MS Office Suite.

Experience Required

• Three to four years administrative or executive assistant experience.

Skills/Abilities

• Proficient typing and writing skills.
• Excellent interpersonal and communication skills.
• Excellent analytical, creative and problem-solving skills.
• Project management skills and well organized.
• Able to work independently and a strong team player.
• Able to create spreadsheets, graphs, analyze and prepare a summary of pertinent information.
• Proficient in transcribing minutes.

Repetitive Motion:

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

Communication Skills:

Must frequently convey detailed or important instructions or ideas accurately and quickly.

Visual Abilities:

Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing:

Able to hear average or normal conversations and receive information.

Physical Strength:

Sedentary work (sitting most of the time).  Able to lift and carry up to 25 lbs.

Reasoning Ability:

Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.

Mathematics Ability:

Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.

Language Ability:

Able to write complex sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.

Working Conditions:

Air-conditioned, smoke-free office setting.

Attendance Requirements:

Please note that scheduled attendance requirements may change due to business needs.

Business Hours:

Monday through Saturday.  Business hours are subject to change.  Must be able to work additional hours, weekends, and holidays as needed.