Executive Assistant

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 

Why work for Redwood Credit Union?

•   37th largest credit union in the U.S. and the largest financial institution based in the North Bay

•   Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial

•   Recognized by Newsweek as one of "America's Best Credit Unions 2024"

•   Recognized by Forbes as one of “America’s Best Small Employers 2023" 

•   Voted Best Places to Work in the North Bay 19 years in a row

•   World-class Employee Engagement scores

•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

•   Industry leading Net Promoter Scores across the U.S.                                                                                                                                                                                                                                                

Join us and discover why you'll love working at Redwood Credit Union! 

Redwood Credit Union is looking for a Temporary Executive Assistant who will perform administrative duties in support of Executive Team.

ESSENTIAL FUNCTIONS:

Administrative 

• Provide administrative support for Executive Staff and Officials.

• Plan, coordinate and secure travel arrangements and conference details for Officials and Executives.

• Create and communicate travel packets to Officials.

• Provide in-office support to traveling Executives and Officials, ensuring trip interruptions are minimal, if any.

• Provide superior telephone interactions, engaging with a customer service focus.

• Develop monthly CEO Report to the Board of Directors.

• Prepare CEO expense reports and submit to accounting; submit to external boards and committees for reimbursement as needed.

• Maintain Board expense documents and yearly totals.

• Review all expense reports submitted to executive office ensuring adherence to RCU policy.

• Ensure timely completion, reconciliation, payment and reporting of VISA and expense reports for Executives and Officials.

• Organize, schedule and coordinate meetings and events to include agenda preparation, slide edits and staff communications.

• Create daily agendas for Executive and Administrative huddles to include discussion topics, upcoming due dates and timelines, and project follow-up.

• Process mail and faxes, including sorting, timestamping, prioritizing, and distributing.

• Coordinate RCU Officials and Executives representation at community events.

• Routinely update Executives community activity on EventNet.

• Routinely update Officials’ community activity on spreadsheet.

• Maintain department files, records, filing cabinets, shelves, and meeting rooms.

• Greet, assist, and direct visitors to proper locations.

• Compile, assemble, distribute, and post Committee packages and minutes, adhering to policies and timelines. Attend Committee meetings, provide procedure support, take minutes.

• Manage Executive calendars.

• Administer and maintain Records Management procedures for Executive Department files.

• Monitor, order and distribute department supplies inventory (including office supplies), ensuring executive kitchen is stocked with beverages, snacks, and sundries.

• Independently plan, order and coordinate catering for Executive Department, including menu selection, delivery, and timely set-up and clean-up.

• Create basic and advanced correspondence, reports and slides using Word, Excel and PowerPoint programs.

• Maintain a working knowledge of the presentation and audio/video conferencing technologies in Executive Office meeting rooms.

• Plan and communicate event information and reminders to Staff.

• Manage and support special projects such as: Giants tickets; Random Acts project and others as assigned.

• Appropriately plan and organize projects, anticipating workload, foreseeing obstacles.

• Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.

• Regularly seek opportunities for streamlining workflow, creating efficiencies, and increasing effectiveness of administrative team.

• Manage RCU Net Executive page.

• Renew and/or cancel newspaper and magazine subscriptions.

• Perform Staff meeting duties including, but not limited to, slide presentation, record attendance, and prompt presenters.

• Adept at remaining calm under pressure.

• Ability to work in a fast-paced environment with changing priorities and workflow.

• Ability to independently plan, organize and manage projects through completion.

• Knowledge of principles of business letter writing and report preparation.

• Knowledge of records management principles and procedures including record keeping and filing practices.

• Detail oriented, strong organizational, planning and prioritization skills.

• Knowledge of mathematical principles.

• Proficiency in the use of office equipment (computer, voice messaging systems, copier, fax.) and Microsoft Office Suite (Outlook, Excel, Word, PowerPoint), and other database programs.

• Skill in making travel arrangements that include flight, hotel, and car rental.

• Excellent oral and written communication skills; excellent spelling, grammar, and punctuation.

• Excellent organizational skills, and ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.

• Ability to implement and execute assigned tasks with little or no supervision.

• Ability to effectively research data.

• Ability to distinguish and manage confidential material and information.

• Ability to establish and maintain effective working relationships with a diverse group of people.

• Ability and desire to work in a team environment.

• Comfortable with multi-tasking, Flexible work schedule.

• Ability to stand, bend, stoop, sit, walk, twist, and turn.

• Ability to sit for long periods of time.

• Ability to lift up to 20 pounds occasionally.

• Ability to use a computer keyboard.

• Work environment is indoors, majority of the time is spent sitting at a desk.

The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of three years of relevant work experience, and at least two years of administrative assistant experience supporting senior executives.

Compensation: Base starting range: $38.00 to $50.00 per hour commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

•  Competitive medical, dental, and vision insurance, mental health offerings

•  Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

•  RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

•  RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amounts up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amounts up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

                                         We are an Equal Opportunity Employer

Salary : $38 - $50