Admin Exec Assistant III
Admin Exec Assistant III
Patelco Credit Union
Dublin, CA
Job ID : 52624d6a32507a314a45496d3956726d61513d3d
Job Description :
About Patelco Credit Union:
Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.
Overview:
The incumbent welcomes and thrives in a fast-paced, dynamic environment and is a diplomatic, composed, and creative problem solver. They are exceptionally well-organized, have previous project management experience, and proven ability to manage internal and external communications for executives. This person applies thoughtful judgment to complex situations and finds the most optimal solutions or alternatives that move the organization and leader toward business-focused outcomes.
Responsibilities:
Patelco Credit Union is an Equal Opportunity Employer: disability/veteran
IND123
We’re here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you’re looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.
Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.
The Executive Assistant is responsible for providing executive support to the highest levels within the organization. This role is responsible for understanding the structure and operation of the company to manage the executive’s meeting cadence, prioritize & respond to inquiries, and resolve issues proactively and with minimal supervision. The Executive Assistant interfaces with and supports communications and initiatives across the organization.
The incumbent welcomes and thrives in a fast-paced, dynamic environment and is a diplomatic, composed, and creative problem solver. They are exceptionally well-organized, have previous project management experience, and proven ability to manage internal and external communications for executives. This person applies thoughtful judgment to complex situations and finds the most optimal solutions or alternatives that move the organization and leader toward business-focused outcomes.
- Manage the executive’s calendar, including making appointments and prioritizing the most sensitive matters
- Organize meetings, including scheduling, sending reminders, and organizing catering when necessary
- Create and edit internal and external presentations, reports, collateral, and other written communications
- Interact with internal team members responding timely and appropriately to meeting and/or information requests
- Coordinate and prepare Board meeting packages, meetings, and bi-annual planning sessions.
- Gather appropriate materials from department heads in preparation for meetings and preparations
- Manage ad hoc projects and analysis for the department as needed
- Book and arrange travel, including prioritizing itineraries, for executives and board members.
- Handle conference room set-up including telepresence meeting set-up for virtual and hybrid team members
- Prepare reports, collect and analyze information; prepare presentations using software applications (e.g. Excel, Power Point, etc.)
- Manage and maintain expense reports in a timely and accurate manner
- Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
8+ years of administrative assistant experience supporting c-suite level executives- Bachelor’s degree or equivalent experience is preferred
- Intermediate to advanced Microsoft Word, Excel, SharePoint, and PowerPoint skills
- Advanced experience with Outlook email and calendaring program
- Excellent oral and written communication skills
- Exceptional interpersonal skills with a positive, can-do attitude
- Demonstrated ability to handle confidential information with discretion
- Ability to handle complex assignments using considerable judgment, initiative, and critical thinking
- Proactive, with detail and results orientation
- Ability to follow through on projects and commitments with speed and efficiency
- Forward-thinking, with the ability to plan effectively against future needs with a process-minded orientation
- Demonstrated ability to achieve results and meet deadlines with minimal direction
- Effective time management and ability to multitask
$33.39 - $39.29 / hour
Compensation at Patelco:
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer:
- An inspiring career that benefits both you and your community
- Competitive compensation packages with bonus opportunity
- Full Medical/Dental/Vision benefits with minimal eligibility waiting period
- Generous 401(k) with 3% Safe Harbor and 5% employer match
- Discounts on loan products
- Tuition Reimbursement
- Onsite Fitness Center at HQ and rewards for healthy habits
- Close proximity to BART, restaurants and shopping
Patelco Credit Union is an Equal Opportunity Employer: disability/veteran
IND123
Company Details :
Name : Patelco Credit Union
CEO : Erin Mendez
Headquarter : Dublin, CA
Revenue : $5 to $10 billion (USD)
Size : 501 to 1000 Employees
Type : Nonprofit Organization
Primary Industry : Banking & Lending
Sector Name : Financial Services
Year Founded : 1936
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Details
: Dublin, CA
: 29.36 - 34.53 USD HOURLY
: Today
