Description
- Provides a broad variety of clerical duties for the CEO, including correspondence, document management, filing and general daily administrative tasks.
- Provides administrative support and coordination for EVPs and Executive Leadership Team (ELT), including managing an active calendar of appointments and events; composing and preparing correspondence; coordinating itineraries and meeting agendas; and compiling and editing presentations and documentation, often confidential in nature.
- Works closely and effectively with Executive Leadership Team (ELT) to keep leadership well informed of upcoming commitments and responsibilities, following up appropriately, as directed.
- Assist EVPs with the tracking of tasks and action items, ensuring timely completion and follow up.
- Monitors conference schedules, communicates deadlines and books registrations, airfare and lodging for the executive team as needed and assigned.
- Completes monthly expense reports for CEO, EVPs and ELT.
- Performs benevolence-related duties for ELT, including arranging flower deliveries and procuring gifts for holidays and significant life events.
- Collects and distributes daily mail and assists in the daily filing needs of CEO and C-Suite executive team.
- Manages and maintains subscriptions and memberships for CEO, EVPs and ELT.
- Maintains clear records of expenditures to assist in budget tracking and budget planning.
- Represents EVPs and ELT when coordinating meetings internally and externally. Provides a bridge for smooth communication to maintain credibility, trust and support of the executives.
- Intercepts calls from members or team members to ELT and helps route to appropriate leader for resolution.
- Collaborates with Information Services to verify that equipment and applications are operational and prepared for use.
- Supports manager in conducting research and evaluating efficiency tools to enhance workflow.
- Arranges ELT visits to branches and corresponds with branch management beforehand.
- Maintains regular cadence of updates to merger packets, bios, and photos of the CEO, EVPs and ELT.
- Supports Marketing team with requests related to the CEO, EVPs and ELT, including annual report and holiday cards.
- Provides back-up support to the Office Services Coordinator in board meeting preparation and front desk management.
- Provides support to the manager as directed, including assistance with board meeting preparation, materials, and special projects as required.
- Assists in the documentation of administrative team function procedures.
- Manages competing priorities, addresses tasks promptly, and ensures projects are completed within set deadlines.
- Maintains professional industry and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal and professional networks and participating in professional associations.
- Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company's purpose, mission and core values.
- Perform other administrative duties as required and assigned.
Behaviors
Thought Provoking - Capable of making others think deeply on a subject
Team Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Education
Bachelors (preferred)
Experience
*Bachelor's degree or equivalent experience in business or related field. (required)
*Proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email. (required)
*Advanced level of verbal and written communication skills. (required)
6 years: *6+ years of experience in supporting C-Level executives, preferably in financial services. (required)
Relationship Building (required)Team Player (required)Communication (required)Collaboration (required)Organization (required)Attention to Detail (required)Active Listening (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
|
Georgia United Credit Union
Oct 03, 2025