Credit Union of Atlanta · 3 hours ago
Executive Assistant
Atlanta, GA
Full-time
Onsite
Mid Level
3+ years expCredit Union of Atlanta is seeking an experienced professional to serve as its Executive Assistant to the Board of Directors and the President/CEO. The role involves managing correspondence, scheduling, and various administrative tasks to support the executive team and Board operations.
BankingFinancial ServicesLending
Responsibilities
Processes daily correspondence, distributes mail, and prepares reports for President/CEO and Board
Conducts research and prepares statistical and financial reports to assist President/CEO in the development of a variety of plans, documents, or reports
Screens emails, visitors and schedules and/or arranges appointments and meetings for President/CEO
Handles phone calls from Board members and calls coming in for Board members
Responsible for scheduling the use of the credit union facilities for meetings, vendor presentations, examiners and auditors
Assists HR dept with job postings, new employee onboarding (including background and Bondability checks) payroll setup, and benefits sign-up and administration
Orders name badges, access cards, business cards, and Credit Union apparel for staff and volunteers
Files confidential information in personnel files
Types letters, emails and memos
Maintains and updates CUA’s policy manual and ensures all policies are submitted to the Board annually for review
Attends and takes minutes for all Board and Committee meetings and distributes drafts of the minutes to the staff liaison for review
Prepares Board and Committee meeting agendas and emails notices of meetings a week prior to the meeting
Collects reports and prepares the Board packet for distribution prior to the Board meeting
Handles logistics for Board, Committee and Staff meetings and for staff on special occasions
Responsible for coordinating and planning Annual Meeting, Strategic Visionary Planning Conference, and other meetings or events
Performs specialized or confidential administrative duties, including researching data and preparing reports as needed
Coordinates the annual Board election process, including distribution of membership packets to new Board members, including CUA By-laws, policies, duties and responsibilities
Works with and between the President/CEO and the credit union’s marketing vendors to prepare promotions, campaigns, communications and events
Vendor management responsibilities for assigned vendors
Maintains access to extra key box and assigns and accounts for issued and outstanding keys
Orders postage, office and other supplies for the credit union
Disseminates informational mailings and articles
Keeps President/CEO advised of complaints and other operational situations
Answers and screens telephone calls for and coordinates responses with the President/CEO
Logs and delivers all Levies, Garnishments, Certified/Registered Mail, Fed-EX, etc
Serves as the custodian for all the credit union’s official records, organizing and maintaining them in appropriate format (electronic or hard copy) and securing them from unauthorized access
Registers and coordinates all staff and Board training and travel
Collects receipts from all travel and expenses and reconciles with corporate credit card accounts
Processes cash receipts and travel advances as necessary
Maintains Staff training log
Processes vendor checks between the President/CEO and accounting
Other assignments and/or duties as assigned
Qualification
Required
Associate's degree in Business Administration, Public Administration or related field, required
Three years of administrative or related experience; or any equivalent combination of education, training and experience which provides the requisite knowledge, skills and abilities for this job, required
Good interpersonal skills
Typing 60 wpm (will be tested if selected for in-person interview)
Organization and problem-solving skills
Excellent verbal and written communications skills are required (will be tested if selected for in-person interview)
Time management skills; and the ability to meet deadlines
Management and security of confidential information
Advanced computer skills (Word, Excel, PowerPoint, Access, Adobe)
Pleasant and neat appearance
Some light lifting
Sitting for long periods of time
Will work on the computer for long periods of time
Preferred
Supervisory experience preferred
Company
Credit Union of Atlanta
Credit Union of Atlanta provides an array of banking and lending services that meet the needs of the community.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$0.5MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $0.5M
Company data provided by crunchbase