Description
Summary: Travis Credit Union's (TCU) Executive Assistants provide comprehensive administrative support to the Senior Leadership Team. Profile:
- Provides administrative support in a variety of functions to the Senior Leadership Team that are focused on increasing the efficiency of the individual or organization.
- Coordinates high level meetings, conferences and events, including overall project management of scheduling, vendor relationships, contracts, event details, travel arrangements, communication, budget management, and post event reconciliation of expense vouchers.
- Works collaboratively with the Executive Administrative team and other business units on various projects, events and meetings.
- Schedules, plans, coordinates, attends, executes and prepares minutes for various leadership meetings.
- Responsible for the update and compilation of various calendars, including meeting and appointment scheduling.
- Ensures operational efficiency of Senior Leadership offices through consistent and accurate management of daily and seasonal confidential and public duties. Composes, transcribes, corrects and/or produces internal and external correspondence, forms, legal documents, invoices, budget, etc.
- Appropriately screens and routes member inquiries and telephone calls for Senior Management in a professional manner. Tracks member correspondence to ensure responses to member concerns are done in a timely fashion.
- Interacts with external lawyers, contractors, sales representatives and other vendors using independent judgment.
- Manages recognition for senior leader divisions.
- Reconciliations of company issued credit card or personal expense reports for both senior leadership and oneself.
- Remains aware of corporate goals, strategies, initiatives, functions, procedures / policies and communicates information and priorities to necessary parties.
- Handles complex issues and problems, and refers only the most complex issues to higher-level staff. Decisions made are based on own judgment, within the scope of the assigned authority and without direct daily supervision.
- Maintains confidentiality of sensitive information at all times.
- Performs a wide variety of administrative and office duties in support of an assigned department, including, but not limited to invoicing, supply ordering, purchasing, data entry, creating reports, processing mail/deliveries,
- Working knowledge of the organization's mission, functions, as well as operating policies and procedures.
- Detail oriented; demonstrated organizational skills; proficient in time management with a focus on managing a heavy calendar load, multiple tasks, assigning priorities, and meeting or exceeding deadlines.
- Uses independent judgement and discretion by taking ownership of requests; tailoring solutions to the volunteer/situation; resourceful in information gathering/research; delivers quality, timely work within tight deadlines.
- Professional written and verbal communication skills. Ability to interact with all levels of staff and successfully tailor communications according to the audience.
- Self-motivated, professional, and ability to work in a fast-paced environment that is mission-driven and community oriented.
- Exercises good judgment and handles confidential and sensitive information.
- Works independently on assigned projects, from conception to completion, and proven ability to handle a wide variety of activities, workload, and meet timelines with accuracy.
- Schedules, plans, and coordinates meetings to include, preparing agendas, creating presentations, and meeting minutes.
- Ability to plan and coordinate corporate events and meetings to include, contract management/negotiations, travel logistics, communication and all comprehensive details.
- Advanced proficiency in Microsoft Office skills (40+ wpm); Word, PowerPoint, Excel, Outlook, Teams.
- Embraces and advances technology solutions to maximize effectiveness and efficiencies.
- Position calls for flexibility, excellent interpersonal and communication skills, project coordination expertise and advanced computer skills.
- Reports directly to SVP
- Associate's degree and 3 to 5 years of related executive level experience or an Associate's degree with 6 to 8 years of progressive administrative experience; or a Bachelor's degree with a minimum of 1 year of executive level experience.
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