Executive Assistant
3 weeks ago
Responsibilities:
• Effectively manage and coordinate the office calendar, scheduling events and appointments to ensure smooth operations.
• Arrange travel itineraries, including booking flights and accommodations, and managing any changes or cancellations.
• Coordinate and schedule staff meetings, ensuring all necessary materials are prepared and distributed promptly.
• Send communications on behalf of the office to members and the Board of Directors.
• Coordinate internal and in-person meetings for the Board of Directors, facilitating the effective connection and participation of all members.
• Create and distribute meeting minutes to the Board of Directors and relevant team members, following up on all actions.
• Ensure communications for the Board of Directors relating to nominations and elections are distributed to member credit unions.
• Provide exceptional customer service via telephone, resolving customer inquiries, issues, and complaints promptly.
• Maintain an understanding of COBRA and CDH regulations and guidelines, staying up to date with any changes or updates.
• Document customer interactions and maintain accurate records of inquiries.
• Prepare, print, and process COBRA Letters for Mailing.• Minimum of 3 years experience in an Executive Assistant role or similar
• Proficient in ADP - Financial Services software
• Experience with Concur for expense reporting and travel management
• Proficient in CRM software to manage and analyze customer interactions and data
• Skilled in Calendar Management for coordinating and managing appointments and meetings
• Capable of handling Conference Calls, including scheduling, hosting, and follow-ups
• Experience with detail oriented Correspondence, both written and verbal
• Proficient with Microsoft Office applications, particularly Microsoft Excel and Microsoft PowerPoint
• Familiarity with Google Suite, including Docs, Sheets, Slides, and Calendar
• Non-profit sector experience preferred, but not required
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