Job Information
GESA CREDIT UNION Sr. Executive Assistant in RICHLAND, Washington
Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
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Role Summary:
Under the supervision of the President/CEO, the Sr. Executive Assistant provides high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, scheduling meetings, database entry, travel arrangements and Outlook calendar scheduling. Duties are performed in support of assigned executives, Board of Directors, and the President/CEO as requested.
What You Will Be Doing:
Support executives and others as assigned by performing clerical tasks relating to various department functions.
Complete assigned responsibilities with minimum errors.
Answer phones, file, perform keyboard tasks such as communication and database entry, create and maintain reports, documents, presentations and forms, and schedule meeting facilities and notify attendees.
Assist President/CEO and Chief Executive Team in screening calls and maintaining administrative office including but not limited to ordering office supplies, handling correspondence and daily mail.
Keep President/CEO advised of complaints, telephone calls, and letters received and coordinate follow-through on pending issues.
Maintain a dependable record of attendance and timeliness.
Communicate with vendors as needed to coordinate assigned activities.
Must understand and perform regulatory requirements as applicable to job responsibilities. Maintain awareness of policies related to duties and responsibilities.
Attend credit union and other training sessions, conferences, or seminars as approved by supervisor.
Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge.
Process monthly expense reports (Certify/Emburse) for corporate credit cards for self, the CEO and Chief Executive Team as requested.
Serve as primary liaison between Management and Board/Supervisory Committee members.
Assist with tracking and processing Board and Supervisory Committee (SC) stipends.
Process Board/SC expense reimbursement requests and requests for educational opportunities.
Assist with the planning of and attending Strategic Planning Retreats, Board Meetings, Board Dinners and events, official record-taker of the Annual Meeting and other such meetings that may be required throughout the year. Take minutes at all required meetings.
Assist and set up for weekly Chief Executive Meetings inclu