SunWest Credit Union ยท 4 days ago
Executive Assistant
Pueblo, CO
Full-time
Onsite
New Grad, Entry Level
$25/hr - $30/hrSunWest Credit Union is a growth-oriented financial services organization seeking a detail-oriented Executive Assistant to support the CEO and board of directors. The role involves providing professional administrative assistance, maintaining confidentiality, and coordinating various tasks such as meetings, reports, and community engagement activities.
BankingFinanceFinancial ServicesFunding PlatformInsuranceNon Profit
Responsibilities
Provide a variety of administrative activities necessary to assist the CEO including research, report preparation, information requests, and clerical support
Assists the CEO and management team with board of directors, audit committee, and asset liability committee packets including - attendance, agendas, reports, and minutes
Assist in scheduling and/or arranging appointments, meetings, business trips, required training, etc. for the CEO and board members
Maintains and updates administrative records, policies, procedures, meeting minutes, and reports
Coordinate and assist with preparation for meetings/events as requested by the CEO
Disseminate information and articles to the board of directors, management, employees, and others as requested by the CEO
Handle sensitive documents like employment applications and compliance forms
Assist in hiring procedures including background checks, employment applications, and onboarding new employees
Work with CFO to coordinate employee benefit forms, distribution of annual notices, and other employment related information
Participate and assist in deliveries to schools, community organizations, and businesses
Planning, organizing, and picking up meals and boardroom supplies
Assembling staff meeting agendas and updating employee directories and contact sheets
Coordinate employee volunteer and engagement activities with CEO and Director of Marketing. Participate in community engagement activities that align with credit union initiatives
Support management team and marketing with strategic plan initiatives
Support the SunWest Foundation through meeting coordination, assisting with requests, grant approvals and delivery of supplies and money to schools. Assist in fundraising activities
Coordinate employee learning objectives by working with department managers to assign online classes, follow up on outstanding assignments, and assist with coordination of testing. Support staff recognition programs
Responsible for office supply ordering
Other duties as assigned
Qualification
Required
Detail-oriented
Tech savvy
High-energy
Strict confidentiality standards
Excels at multi-tasking
Works well in a dynamic, growth-oriented financial services organization
Ability to provide confidential, professional, administrative assistance
Ability to interface with executive team members, board members, credit union members, visitors, and vendors
Ability to prepare reports, correspondence, manuals, spreadsheets, meeting minutes, and all other communications
Ability to assist the CEO with research, report preparation, information requests, and clerical support
Ability to assist with board of directors, audit committee, and asset liability committee packets
Ability to schedule and/or arrange appointments, meetings, business trips, required training for the CEO and board members
Ability to maintain and update administrative records, policies, procedures, meeting minutes, and reports
Ability to coordinate and assist with preparation for meetings/events
Ability to disseminate information and articles to the board of directors, management, employees, and others
Ability to handle sensitive documents like employment applications and compliance forms
Ability to assist in hiring procedures including background checks, employment applications, and onboarding new employees
Ability to work with CFO to coordinate employee benefit forms and distribution of annual notices
Ability to participate and assist in deliveries to schools, community organizations, and businesses
Ability to plan, organize, and pick up meals and boardroom supplies
Ability to assemble staff meeting agendas and update employee directories and contact sheets
Ability to coordinate employee volunteer and engagement activities
Ability to support management team and marketing with strategic plan initiatives
Ability to support the SunWest Foundation through meeting coordination and assisting with requests
Ability to coordinate employee learning objectives by working with department managers
Ability to order office supplies
Ability to perform other duties as assigned
Benefits
Health insurance
Dental
Vision
401k and matching
Life insurance
Paid time off
Company
SunWest Credit Union
SunWest Credit Union is a local not-for-profit financial institution with better rates, less fees and the personal service you deserve.
Founded in 1935
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Leslie Shepard
President/CEO
Company data provided by crunchbase