Executive Assistant

Prince George's Community FCU
We are currently seeking an experienced Executive Assistant to provide high-level administrative support to the President/CEO and other Executive Staff of the credit union

The Prince George's Community Federal Credit Union is seeking an experienced Executive Assistant to provide high-level administrative support to the President/CEO and other Executive Staff of the credit union by performing clerical functions, conducting research, preparing reports and correspondence, maintaining organization records, receiving visitors, liaising with the Board of Directors and other credit union leadership and volunteers; and performing office management tasks such as arranging meetings, events and travel, purchasing supplies and supporting facility management, all while maintaining confidentiality and observing appropriate standards for professionalism.


DUTIES AND RESPONSIBILITIES:
Administrative
• Performs various administrative duties, including preparing letters, forms, memos, account notices etc. to members, staff, volunteers and vendors
• Gathers data from various sources, perform routine arithmetic calculations, and prepares special reports for review by President/CEO and/or Board of Directors
• Receives and screens visitors and telephone calls and either notifies superior or other staff members or records and relays messages; responds to general inquiries concerning credit union activities and operations by following established procedures
• Opens, sorts, and distributes daily mail in Executive’s mail slot
• Establishes and maintains record keeping and filing systems; classifies, sorts and files correspondence, articles, reports, and other documents
• Gathers data from credit union records and other sources and prepares, completes and/or processes reports, records, billings, and other materials that require an understanding of credit union operational policies
• Maintains Executive Staff’s appointment schedules; arranges meetings and conferences, schedules appointments; completes travel arrangements; helps reconcile expense reports for Executive Staff
• Regularly initiates internal contacts to obtain or relay information concerning branch operations, marketing, lending, human resources, and similar matters
• Coordinates training and attendance at educational seminars/webinars; tracks attendance; reviews and approves invoices for payment or prepares check requests
• Performs routine maintenance of general office equipment; orders supplies and facilitates service and maintenance of facilities and equipment for all offices from various vendors; reviews and makes sure all supplies are received and delivered to each branch; serving as primary point of contact for shred service, pest control, grounds and facilities maintenance, cleaning services, plant services, vending services, Xerox, etc.
• Attends and prepares minutes of executive meetings
• Runs and analyzes special reports for President/CEO within Symitar; reviews and makes account transfer upon request for Board of Director/Supervisory Committee members
• Performs other Administrative duties as assigned by the President/CEO and/or EVP/COO


Board of Directors:
• Attends and prepares minutes of the monthly, annual and special Board meetings
• Serves as recording secretary for the Board; facilitating Board portal access and ensuring the portal is updated with meeting minutes and other information
• At the direction of the Board or President/CEO, prepares agenda, administrative calendars, special reports, and new/revised policies to be included in the monthly Board packets
• Arranges meetings and conferences, schedules appointments; completes travel arrangements; reconciles expense reports for the Board
• Maintains official credit union files relative to the President/CEO and Board responsibilities, i.e. contracts, meeting minutes, By-laws, CUNA insurance, NCUA Rules and Regulations, etc.
• Enrolls and assists Board and volunteers for in house training with CUNA’s Volunteer Achievement Program training books on-line. Maintain records of their test scores


QUALIFICATIONS:
This is a full-time position (Monday thru Friday). The ideal candidate will have the flexibility to work additional hours as needed for training or supporting occasional community events, must consistently uphold the mission, vision, and core values of the credit union, and possess the ability to cope in a team focused, fast-paced sales and service culture. Experience in a financial institution and serving a board of directors (or similar body) is preferred.


Background:
• AA degree in Business Administration, Administrative sciences or related field preferred
• Minimum five years previous administrative support and word processing experience
• Must be bondable
• Requires basic knowledge of Microsoft Word, Excel and have ability to create PDFs and robust spread sheets


Other Necessary Knowledge, Skills and Abilities
• Strong interpersonal and verbal communication skills (Spanish speaking a plus) as well as an ability to write professional correspondence, policies, etc.
• Ability to cope with the pressure of a fast-paced environment and working directly with members who may frequently be impatient or irate
• Ability to comprehend and apply applicable policies and procedures, to make sound decisions, take action and accept responsibility for the outcome
• Ability to comprehend and communicate the terms and benefits of all products, services, lending products, policies and guidelines, etc., to facilitate comprehensive financial services to members
• Actively and enthusiastically facilitates the cross-selling of various credit union products and services
• Ability to meet deadlines, multitask and pay attention to detail
• Ability to operate general office machines and equipment


Performance Standards
• Ability to act and present with a professional demeanor in all circumstances
• Ability to function with minimal supervision
• Perform member service functions efficiently, effectively, accurately, and in accordance with established policy and standards
• Develop and maintain positive professional relationships and work effectively with members, potential members, vendor partners and other employees of the organization both up and down the reporting hierarchy
• Stay abreast of all operational regulations and procedural changes to better serve members

TO APPLY: Submit your resume and cover letter to HumanResources@PrinceGeorgesCFCU.org. NO PHONE CALLS PLEASE.