Administrative Executive Support Specialist
1 week ago
Position:
The role involves delivering comprehensive administrative assistance to the President/CEO, VP Project Manager/Executive Assistant, and the Executive Team. Responsibilities include managing schedules, utilizing Microsoft Office applications, overseeing special projects, and performing various other tasks as required. This position also entails handling phone inquiries, responding to messages, and addressing member concerns.
Key Responsibilities:
- Prepare correspondence and reports for the President/CEO, Executive Team, Board Officers, and Board Committees.
- Keep the President/CEO and Executive Team informed about complaints, phone calls, and correspondence.
- Screen incoming communications and calls for the President/CEO, directing them to the appropriate personnel as necessary, taking messages, and ensuring prompt follow-up.
- Assist in coordinating updates to policies and the strategic plan, ensuring all necessary items receive annual re-approval from the Board with clear tracking of approvals and amendments.
- Schedule and arrange appointments, meetings, and business travel for the President/CEO, Executive Team, and Board of Directors.
- Perform specialized and confidential administrative tasks, including data research and report preparation as needed.
- Document and compile detailed minutes of all business conducted during Board of Directors' meetings and committee meetings to comply with regulatory standards.
- Assist in the preparation and distribution of materials for Board meetings, including agendas, financial reports, minutes, and committee updates through the Board Portal.
- Coordinate arrangements for special meetings and social events of the Credit Union.
- Other duties may be assigned as necessary.
Compliance:
Understand and adhere to all applicable federal, state, and local regulations, including but not limited to: The Bank Secrecy Act, Office of Foreign Assets Control (OFAC), Financial Crimes Enforcement Network (FinCEN), Uniform Commercial Code (UCC), Federal Reserve Bank, MA Division of Banks (DOB), and National Credit Union Administration (NCUA).
Additional Duties:
Order supplies as needed for the Executive Team and Credit Union staff.
Note: Experience in Banking or Credit Union environments is preferred but not mandatory.
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