What are the responsibilities and job description for the Executive Assistant position at WeStreet Federal Credit Union / dba WeStreet...?
PRIMARY RESPONSIBILITIES
- Co-manage and maintain executives’ calendars, scheduling meetings and conference calls, as well as arranging all travel arrangements.
- Coordinate and attend various meetings, exercising highest level of discretion on both internal and external confidential matters; prepare and distribute meeting packets/materials; take meeting minutes.
- Create spreadsheets, proposals, and presentations, assisting with research and compiling data for assigned projects.
- Reconcile/process expense reports, credit card purchases, and invoices.
- Inventory, monitor, and purchase office and kitchen supplies for the executive team, keeping areas well stocked and organized.
- Work independently and within a team on special non-recurring and ongoing projects. May serve as a backup roll for other needs within the business group. Act as a liaison with other departments and outside agencies for the executive-level staff.
- Advanced proficiency in the use of Windows and Mircosoft Office based programs, including Outlook, Word, Excel, and PowerPoint. Comfort in leveraging software tools for task and email management.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Performs other duties as assigned.
Experience
Required- 2 - 5 years: Experience supporting multiple executives and preparing meeting minutes
- 5 year(s): Related work experience in a professional business environment, with financial institution experience preferred
Education
Required- Associates or better in Business Administration or related field
Behaviors
Preferred- Dedicated: Devoted to a task or purpose with loyalty or integrity
- Loyal: Shows firm and constant support to a cause
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
