Administrative Assistant to the CEO and Leadership Team jobs in United States
cer-icon
Apply on Employer Site
company-logo

Cascade Federal Credit Union · 15 hours ago

Administrative Assistant to the CEO and Leadership Team

Cascade Federal Credit Union is seeking a dependable and highly organized Administrative Assistant to provide essential administrative and clerical support to the CEO and Leadership Team. This role focuses on day-to-day administrative operations, calendar coordination, document preparation, and professional communication support.

FinanceFinancial ServicesService Industry

Responsibilities

Assist with preparation, formatting, and proofreading of correspondence, reports, presentations, and internal documents, including documentation monthly for the Board of Directors and Supervisory Committee
Assist with projects for the leadership team and other working committees, including reports, business proposals, and documentation
Handle incoming mail, emails, and phone calls for the CEO & Leadership Team as appropriate, routing inquiries and messages professionally
Provide general administrative support to the CEO & Leadership Team, including filing, document organization, data entry, and record maintenance
Manage and organize electronic and physical files in accordance with Company Policies And Retention Requirements
Maintain the CEO’s calendar by scheduling meetings, appointments, and internal check-ins
Coordinate logistics for meetings, including reserving conference rooms, preparing materials and arranging refreshments as needed
Prepare meeting agendas, take meeting notes when requested, and distribute follow-up items
Occasionally attend meetings outside of office hours as needed
Serve as a courteous and professional point of contact between the CEO, & Leadership Team and internal staff, vendors, and external partners
Assist with drafting routine communications and announcements on behalf of the CEO and & Leadership Team
Coordinate communication flow between departments to ensure timely follow-up on administrative requests
Assist with processing expense reports, invoices, and reimbursements
Support basic travel arrangements for CEO, Leadership Team, Board of Directors, and Supervisory Committee, such as booking flights, lodging, and transportation when needed
Track receipts and maintain organized expense documentation
Handle sensitive and confidential information with the highest level of discretion and professionalism
Follow internal controls, financial regulations, and company policies related to data privacy and information security
Assist with coordination of executive level events, leadership meetings, and company functions
Assist with office coordination tasks as needed
Provide administrative support to other departments when requested

Qualification

Microsoft OfficeOrganizational skillsWritten communicationVerbal communicationConfidentialityAdministrative experienceDocument managementExpense reportingScheduling softwareService-mindedDiscretionAttention to detail

Required

High school diploma or equivalent required
4+ years of administrative experience supporting senior leadership in a professional environment
Strong organizational skills with the ability to manage multiple tasks and deadlines
Expert in Microsoft Office with a focus on Word and PowerPoint
Excellent written and verbal communication skills
Proven ability to maintain confidentiality and exercise sound judgement

Preferred

Associate or bachelor's degree in business administration or related field
Experience working in a financial institution or regulated industry
Familiarity with expense reporting systems, document management systems, or scheduling software
Experience Supporting executive level meetings and leadership teams

Company

Cascade Federal Credit Union

twittertwittertwitter
company-logo
Cascade Federal Credit Union is a financial service provider company.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Sarah Richardson, CUDE
President & CEO
linkedin
Company data provided by crunchbase