What are the responsibilities and job description for the Executive Assistant – CFO position at Lafayette Federal Credit Union?
Description
NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions.
Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2024 award!
We are expanding and looking for exceptional talent to support our members and contribute to our reputation as an employer of choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential to our success.
- Do you have excellent communication and interpersonal skills?
- Are you resourceful, detail oriented, and have a resourceful mindset?
If so, then Lafayette Federal may have the perfect opportunity for you! We are currently seeking an Executive Assistant – CFO to join our dynamic team!
About us:
Our Difference: What makes Lafayette Federal cutting-edge? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! We have been recognized nationally by (1) Newsweek’s America’s Best Bank’s list, (2) we’ve received a 5-star rating from Bauer financial, and (3) we’ve also ranked #12 in S&P Global’ s Top Performing Credit Union’s in 2022 for the second year in a row!
Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community.
Our Opportunities: Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry.
About the role:
We are currently seeking an Executive Assistant – CFO to manage the CFO’s calendar, coordinate logistics for meetings, and ensure schedules are accurately updated. The candidate will maintain an organized and accurate list of incoming and pending meeting requests and appropriately prioritize scheduling. Ensure talking points and briefing materials are prepared for the CFO’s meetings; arrange premeeting briefings as needed. Serve as the primary point of contact for the CFO, screening and directing incoming emails and correspondence in a professional manner.
Requirements
A day in the life of the Executive Assistant – CFO will include:
- Coordinating the CFO’s travel arrangements comprehensively, addressing special needs and ensuring thorough documentation and recordkeeping. Providing itineraries, key information, and related requirements such as flight tickets, hotel bookings, visas, and airport transfers. Completing business transaction processing for the CFO, including review and approval of travel expense reports and Mastercard statements. Ensuring that all trips adhere to corporate policies and budget considerations.
- Updating, proofreading, and coordinating the timely submission of financials in the board meeting and executive meeting minutes. Serving as the liaison between the CFO’s Office and the CEO’s Office. Coordinating all internal Finance Department meetings, including the monthly Finance Managers meetings. Archiving all meeting minutes according to internal requirements. Assist with other meeting related functions as necessary.
- Supporting the excellent reputation of the CFO’s office with friendly professionalism and respectful interactions internally and externally. Maintaining and cultivating responsive and professional relationships with corporate executives and their respective team members. Acting independently, exercising independent judgement to identify and solve complex problems in support of the CFO and maintaining confidentiality of sensitive information.
- Providing advice and recommendations on matters relative to the coordination, integration, and synchronization of staff actions, events, and activities of the Finance Department.
Education and Skills:
- Bachelor's degree required
- Proven experience as an executive assistant or similar role, supporting C-level executives in a corporate environment. Proficiency in Microsoft Office suite
- Prior experience in the finance or accounting industry is preferred
Interpersonal skills:
- Excellent communication skills, interpersonal skills, ethics and cultural awareness
- Resourceful, problem-solving aptitude
- Strong attention to detail
- Ability to multi-task and prioritize tasks
Top benefits or perks:
Joining Lafayette Federal comes with perks to support you in your personal and professional journey.
We provide employees with a generous benefits package including:
- Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
- Fully funded deductible (HMO Plan)
- 401k employer matching contribution
- Income protection with life insurance, short and long-term disability
- Paid time off, holiday leave & birthday leave
- Educational assistance
- Commuter benefits program and more!
The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job.
*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer
*EOE/AA/DISABILITY/VETERAN
