Community Financial Credit Union – Senior Executive Assistant – Plymouth, MI
Job title: Senior Executive Assistant
Company: Community Financial Credit Union
Job description: Position Summary:
This position will act as a strategic partner to the CEO & President to ensure Board, Executive Leadership Team (eTeam) and policy governance projects and initiatives are executed in a timely, professional and professional manner. In addition, this role is an extension of the President & CEO and is responsible for representing the President & CEO in various internal and external facing capacities and responsibilities as directed. This role also leads the Administrative Support staff to ensure the efficient operation of the Administration Department.
Essential Functions and Responsibilities:
The minimum requirement for any team member of our company is to work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with Equal Employment Opportunity standards and regulations. We also require, as a minimum standard, that all team members have the ability to accept direction and constructive criticism from supervisors and managers.
• Provides high-level administrative support to the Board of Directors and/or the President & CEO and Executive Leadership to include initiation and management of calendar; email; correspondence; presentations; reports; research; telephone calls; travel coordination; expense reconciliation; department budget monitoring; social affairs; meeting materials; and minute-taking to ensure business initiatives are moving forward.
• Oversees the preparation, maintenance, and completion of records of all meetings of the members and of the Board and Supervisory Committee.
• Oversees all aspects of the Credit Union’s Policy Governance work, including monitoring report preparation, data gathering, leadership involvement, publishing and all Board related Policy Governance work.
• Oversees the administration and accurate, timely updating of of the Board of Directors portal. Ensures that portal uptime is within satisfactory standards and that the information published within the portal is maintained in a secure manner.
• Oversees the Board Portal vendor relationship, including contract negotiation, vendor deliverables are being met per the contract and resolving any issues related to the portal’s operation.
• Shadows CEO in critical meetings, taking notes, tracking, and following up on action items, ensuring the organization is staying focused on top priorities.
• Manages and organizes complex and demanding calendars by actively responding to meeting requests. Proactively resolves and prioritizes scheduling conflicts. Coordinates with other admins, SVPs, employees, outside vendors, organizations, and/or consultants to schedule meetings/events.
• Formulates plans and work schedules that meet priorities and deadlines of the Board of Directors, President & CEO and eTeam.
• Performs specialized and/or confidential administrative duties. Conducts research and prepares statistical and financial reports to assist the President & CEO in the development of strategic and business plans and the budget.
• Initiates, manages, and audits all correspondence, communications, policies, and reports for format, accuracy, and completeness that require Board of Directors and/or President & CEO review and/or signature.
• Coordinates, manages and executes internal and external media relations for the President & CEO and eTeam. Interacts with the media on behalf of the President & CEO as needed.
• Drives CEO’s plans and initiatives, managing the workflow and problem-solving from concept through to completion.
• Properly maintains executive records, Board minutes, corporate files, and reports to facilitate easy and quick retrieval of documents upon request.
• Administers process for member complaints received in Administration, ensuring prompt resolution and/or response. Keeps the President & CEO informed of concerns that warrant their attention.
• Reviews Board and corresponding Management policies for accuracy, continuity, grammar, and format.
• Manages company special events hosted by the President & CEO and eTeam. Ensures that events, meetings, facilitators, conferences, and related contracts meet budget, deadlines, and organization specifications.
• Supervises the employees and activities assigned to the Administration department, including delegating responsibilities; prioritizing workloads; managing; supervising; hiring; firing; training; evaluation; recognition; staffing; and employee counseling for department employees.
• Acts under delegated authority from the President & CEO.
• Exercises emotional intelligence in a fast-paced environment that demands a delicate blend of agility, tact, and managing up.
• Uses discretion and professionalism in dealing with managers, employees, board members, customers, and the public.
• Maintains complete confidentiality and always protects sensitive information. Projects professionalism in appearance, demeanor, and reliability at all times.
• Contributes to effective department and company operations by performing other related duties as assigned.
• This position supervises others and is responsible for being results oriented, collaborative, to delegate effectively, and embrace the organization’s core values, ensuring team effectiveness.
Qualifications Required: * High school diploma or equivalent.
• Five years administrative support experience in an executive level position plus at least 2 years within a senior administrative capacity partnering with a CEO and senior executives in a dynamic fast-paced environment.
• Five years administrative support experience in an executive level position plus at least 2 years within a senior administrative capacity partnering with a CEO in a dynamic fast-paced environment.
• Ability to maintain strict confidentiality in all matters, whether inside or outside the organization.
• Ability to work independently with no supervision, make decisions in accordance with company policies, and work effectively with the Board of Directors, management, staff, vendors, and the public.
• Proven organizational skills, self-starter, multi-tasker, and the ability to take initiative and meet priorities in a fast-paced environment with a high level of accuracy and attention to detail.
• Ability to meet numerous deadlines, work with frequent disruptions, and reprioritize assignments as necessary.
• Proven experience driving complex projects while successfully executing and implementing concepts, plans and initiatives.
• Proven skills in the use of math, business English, grammar, letter writing, and the taking and transcribing of business meeting minutes.
• Successful experience in and the ability to work as a member of an effective team, work with multiple departments, and to work under pressure, always maintaining a sense of humor.
• Ability to prioritize tasks and to delegate them with appropriate.
• Experience in and the ability/willingness to convey a positive and professional image; maintain effective public relations, always with courtesy and respect and using tact and good judgement.
• Demonstrated ability to communicate and present effectively to small and large groups, deliver group and interact with media in a professional and effective manner on behalf of the President & CEO.
• Ability to quickly learn new software applications effectively and efficiently.
• Proficiency in use of Microsoft Office applications, and Adobe Acrobat Professional.
Qualifications Preferred: * Bachelor’s degree in business or a related field.
• Experience in a financial environment preferred.
• Experience with Policy Governance Models and associated monitoring work preferred.
• Project and/or program management experience preferred.
• Experience overseeing online database portals preferred.
Core Competencies: * Member-focused: Championing our service philosophies to all internal & external members.
• Productive: Achieving excellence with attention to detail.
• Proactive: Taking initiative and ownership.
• Analytical: Using critical-thinking and problem-solving skills.
• Organized: Efficiently managing time and other resources.
• Communicative: Accurately expressing oneself verbally and in writing.
• Supportive: Being approachable, respectful, and team-oriented.
• Teachable: Embracing continuous improvement.
• Confidential: Maintaining a high level of confidentiality.
• Compliant: Respecting regulations, policies, and procedures.
• Computer proficient: Adept at using computers.
Working Conditions:
Work time includes some weekend and evening hours. This position works in-office and remotely. Work requires an appropriate work environment in the home. In-office working conditions are normal. Lighting, temperature, audio, and work space are all sufficient. Work requires the ability to constantly operate a computer and the ability to read, type, and communicate.
Disclaimer/Intent and Function of Job Descriptions:
The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications required of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor
PI188724096
Expected salary:
Location: Plymouth, MI
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