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Golden 1 Credit Union · 1 day ago

Executive Assistant

Sacramento, CA

Full-time

Onsite

Senior Level

7+ years exp

Golden 1 Credit Union is seeking a Senior Executive Assistant to support the Executive Suite offices. This role involves maintaining effective communication, managing schedules, and providing high-level executive support to senior management, while also acting as a liaison to the board of directors and overseeing special projects.

BankingFinanceFinancial Services

Hiring Manager

Teresa Presel

Responsibilities

Completes a broad variety of administrative tasks including: managing extremely active calendars of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings

Communicates directly, and on behalf of senior management, with Board members, donors, Foundation staff, and others, on matters related to initiatives

Manages and attends management and Board related committees, prepares meeting packets, takes minutes, and tracks action items through to completion

Researches, prioritizes, and follows up on incoming issues and concerns addressed with senior management, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response

Works closely and effectively senior management to keep them well informed of upcoming commitments and responsibilities, following up appropriately

Anticipate the needs of the senior management and proactively address them before being asked. This involves a deep understanding of work style, priorities, preferences, and potential challenges to ensure smooth operations and efficient productivity

Maintain clear and concise communication, both verbally and in writing. Ensure information flows smoothly and be mindful of senior management’s communication style and preferences

Provide advanced skills in Microsoft Word, Excel, PowerPoint, and Outlook (or similar platforms). This includes advanced formatting, data manipulation, presentation creation, and email management. Streamline tasks and processes through the effective use of technology to increase efficiency and productivity

Provides leadership to build relationships crucial to the success of the organization, and manages a variety of special projects, some of which may have organizational impact

Provide guidance and coaching to other Executive Assistants on best practices, tools, and processes

Conduct regular team check-ins to share updates, align priorities, and foster collaboration amongst the executive assistant teams

Act as liaison between executive assistants and other departments to ensure smooth continuous communication

Provide feedback and performance input to leadership regarding team effectiveness

Successfully completes critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence, and other tasks that facilitate the operations of the Credit Union

Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures

Maintains discretion and confidentiality in all Credit Union, board, and third-party relationship

Serves as the administrative liaison to the board of directors, potentially assisting Board members with travel arrangements, lodging, and meal planning as needed

Research, collect, interpret, and analyze data, troubleshoot, and/or investigate areas of special interest to the executives and provides evidence-based recommendations for review and/or action as requested

Participates in professional development in order to provide efficiency across the organization and maintain and acquire knowledge of organizational policies and procedures

Performs other assignments as required

Qualification

Executive office proceduresMicrosoft Office SuiteTime managementProject management softwareWritten communicationVerbal communicationInterpersonal skillsProblem-solvingConfidentialityAdaptability

Required

Minimum of seven years' experience in an Executive Assistant role

Minimum of seven years' experience working for senior management positions

Deep understanding of executive office procedures, protocols, and best practices in supporting high-level executives

Expert knowledge of office management systems, procedures, and best practices, including document control, filing, and record-keeping

Proficiency in various office software applications (e.g., Microsoft Office Suite, project management software) and ability to learn and adapt to new technologies quickly

Understanding of the specific industry and the organization's business operations, allowing for informed decision-making and effective support

Ability to understand and contribute to strategic planning processes, anticipate needs, and proactively address potential challenges

Exceptional written and verbal communication skills, including professional email etiquette, report writing, presentation preparation, and strong interpersonal communication

Highly organized with strong time management skills, able to prioritize tasks, manage multiple projects simultaneously, and meet deadlines effectively

Ability to analyze situations, identify problems, and develop effective solutions independently or collaboratively, demonstrating strong decision-making skills

Ability to think strategically and anticipate needs, proactively identifying and addressing issues before they arise

Excellent multitasking abilities, efficiently managing multiple tasks, projects, and priorities with a strong focus on accuracy and detail

Strong interpersonal skills, ability to build and maintain positive relationships with executive staff, internal stakeholders, and external contacts

Demonstrated ability to handle confidential information with utmost discretion and professionalism

Ability to adapt to changing priorities, work effectively in a fast-paced environment, and handle unexpected situations with flexibility and composure