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Executive Assistant (On-Site)

Company: Patelco Credit Union
Location: Dublin
Posted on: May 28, 2023

Job Description:

About Patelco Credit Union:We're here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.Overview:The Executive Assistant is responsible for providing executive support to the highest levels within the organization. This role is responsible for understanding the structure and operation of the company to manage the executive's meeting cadence, prioritize & respond to inquiries, and resolve issues proactively and with minimal supervision. The Executive Assistant interfaces with and supports communications and initiatives across the organization.The ideal person welcomes and thrives in a fast-paced, dynamic environment and is a diplomatic, composed, and creative problem solver. They are exceptionally well-organized, have previous project management experience, and proven ability to manage internal and external communications for executives. This person applies thoughtful judgment to complex situations and finds the most optimal solutions or alternatives that move the organization and leader toward business-focused outcomes.Responsibilities:Manage the executive's calendar, including making appointments and prioritizing the most sensitive mattersOrganize meetings, including scheduling, sending reminders, and organizing catering when necessaryCreate and edit internal and external presentations, reports, collateral, and other written communicationsInteract with internal team members responding timely and appropriately to meeting and/or information requestsCoordinate and prepare Board meeting packages, meetings, and bi-annual planning sessions.Gather appropriate materials from department heads in preparation for meetings and preparationsManage ad hoc projects and analysis for the department as neededBook and arrange travel, including prioritizing itineraries, for executives and board members.Handle conference room set-up including telepresence meeting set-up for virtual and hybrid team membersPrepare reports, collect and analyze information; prepare presentations using software applications (e.g. Excel, Power Point, etc.)Manage and maintain expense reports in a timely and accurate mannerUnderstand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.Qualifications:8+ years of administrative assistant experience supporting c-suite level executivesBachelor's degree or equivalent experience is preferredIntermediate to advanced Microsoft Word, Excel, SharePoint, and PowerPoint skillsAdvanced experience with Outlook email and calendaring programExcellent oral and written communication skillsExceptional interpersonal skills with a positive, can-do attitudeDemonstrated ability to handle confidential information with discretionAbility to handle complex assignments using considerable judgment, initiative, and critical thinkingProactive, with detail and results orientationAbility to follow through on projects and commitments with speed and efficiencyForward-thinking, with the ability to plan effectively against future needs with a process-minded orientationDemonstrated ability to achieve results and meet deadlines with minimal directionEffective time management and ability to multitaskTarget Base Pay:$40 - 43 / hourCompensation at Patelco:Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.We Offer:An inspiring career that benefits both you and your communityCompetitive compensation packages with bonus opportunityFull Medical/Dental/Vision benefits with minimal eligibility waiting periodGenerous 401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition ReimbursementOnsite Fitness Center at HQ and rewards for healthy habitsClose proximity to BART, restaurants and shoppingPatelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veteransIND123

Keywords: Patelco Credit Union, Dublin , Executive Assistant (On-Site), Other , Dublin, California

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