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Golden 1 Credit Union · 19 hours ago

Administration - Executive Assistant II

Sacramento, CA

Full-time

Onsite

Senior Level, Lead/Staff

$45/hr - $55/hr

10+ years exp

Golden 1 Credit Union is seeking an Executive Assistant II to support the Executive Suite in maintaining its credibility and effectiveness. The role involves managing senior leaders' schedules, coordinating communications, and ensuring smooth operations within the executive office.

BankingFinanceFinancial Services

Responsibilities

Effectively manages an extremely active calendar/s by prioritizing based on current strategic goals and initiatives

Provides related background information, meeting summaries, and/or supporting documents in preparation for scheduled appointments, meetings, and speaking engagements

Coordinates conference scheduling & registration, arranges complex and detailed travel, provides itineraries based on executive’s format preference, ensures all necessary information and reports are gathered and distributed in advance

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

Greets and screens visitors in a friendly and helpful manner. Tactfully handles inquiries/concerns, including those seen as confidential or sensitive in nature. Provides a bridge for smooth communication between the executive suite and internal departments

Researches, prioritizes, and follows up on incoming issues and concerns addressed to the senior management. Determines appropriate course of action, referral, or response. Interacts with all levels of management and staff on issues or concerns and make decisions as necessary. Exercises tact, judgment, initiative, and knowledge of senior management’s functional areas to determine those that can be handled by subordinates, staff, and other offices

Composes executive-level communications for signature by or on behalf of the executive

Creates, develops, modifies, and analyzes reports using business best practices. Distributes reports timely and accurately

Consolidates large amounts of data and information into an easy-to-read format

Maintains a thorough understanding of corporate policies

Maintains a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position

Attends management meetings as requested. Records and prepares minutes in conformity with best practices. Prepares action items for follow up and then follows through to completion

Completes complex expense reports timely and according to company policy

Partners with Executive Assistants across the Executive Suite to ensure seamless coverage, consistent service standards, and coordinated support for senior leaders

Shares information, priorities, and updates with the Executive Assistant team to maintain alignment on scheduling, communications, and executive needs

Collaborates on joint projects such as event planning, board/committee preparation, strategic initiatives, process improvements, and corporate communications

Participates in team workflows such as shared inbox management, triaging requests, and routing inquiries to the appropriate Executive Assistant or department

Contributes to the development and refinement of shared procedures to standardize best practices within the Executive Suite

Offers guidance and peer support to less experienced administrative staff, fostering a collaborative and high‑performing support team

Coordinates jointly on cross‑functional meetings by aligning schedules, preparing materials, and ensuring leaders receive consistent, accurate information

Engages in regular EA team check‑ins or huddles to discuss priorities, deadlines, operational issues, and opportunities for improved collaboration

Supports a positive team culture grounded in professionalism, mutual respect, confidentiality, and a shared commitment to exceptional executive support

Identifies issues before they become problematic and offers innovative solutions that are in compliance with policies

Performs other assignments as required

Qualification

C-Suite Executive Assistant experienceMicrosoft Office Suite proficiencyProject management skillsCredit Union goalsTimeCalendar managementProfessionalismDiscretionVerbal communicationWritten communicationInterpersonal skillsProblem-solving skills

Required

Minimum of five years' experience as a C-Suite Executive Assistant in addition to a minimum of five years' experience as an EA for senior management positions

Superb professionalism, tact, diplomacy, and discretion

Proactive mentality with excellent problem solving and judgment skills in a fast-paced setting and with a strong work ethic. Anticipate assistance by identifying issues, needs, options, and solutions before being asked

Knowledge of the Credit Union and its goals and awareness of business initiatives and priorities

Quick learner, responsive, ability to multi-task, and strong time and calendar management and organizational skills

Strong project management skills to track multiple concurrent projects and follow-through with senior management as required keeping deliverables and deadlines on track to successful completion

Independent worker with ability to be flexible and work in a team environment

Advanced proficiency with Microsoft Windows Office Suite (Word, Excel, Outlook, PowerPoint, SharePoint, Teams, and Copilot), Adobe Pro, Survey tools, and other standard office equipment (telephone, copier, etc.)

Strong verbal and written communication skills with astute attention to grammatical details

Strong interpersonal skills, friendly, and adaptable. Demonstrates exceptional service, professionalism, and confidentiality in all interactions and communications

Prolonged sitting throughout the workday

Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc

Corrected vision and hearing within the normal range. A device to enhance hearing will be provided if needed

Occasional lifting, bending, and stooping throughout the workday, weighing up to fifteen pounds

Unusually long work hours may be required to accomplish tasks

Ability to travel for business as needed