Executive Assistant

📍 Rojas - El Paso, TX 79936

Description

Our Company

At Raiz FCU, we share a passion for knowledge and a pursuit of growth. Grounded in our El Paso heritage as previously Teachers Federal Credit Union, since 1936 we are growing to help our community move into the future. We are inspired people, invested in you. At Raiz, we guide our members to focus on what could be and help them get there. This new path inspires us to look ahead and the lead the way with passion.

Job Overview

This position reports to Executive Vice President of Administration. This role serves as a critical role in a business by assisting key credit union executives and Board members with scheduling, organization and administrative tasks. The Executive Assistant provides support to the CEO and Executive staff through scheduling; reviewing, prioritizing and responding to emails; answering and returning phone calls; organizing documents; maintaining records; taking notes at meetings and any other administrative tasks The Executive Assistant also serves as a liaison to the Board of Directors and Supervisory Committee. This role requires the ability to exercise good judgement and confidentiality in a diversity of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities. The person in this role will be an empowering mentor that will be:

• A trusted expert
• A natural communicator
• A champion for our members and the community
• A guide through the moments that matter the most to our members

Position Details:

Onsite

Monday-Friday, some Saturdays

12020 Rojas Dr. El Paso, Tx 79936

Salary Range:

$22.16-$33.23

Qualifications

Skills and Experience

• Education - High degree or equivalent. Some college preferred.
• Minimum five years secretarial or administrative experience
• Minimum of 1 year of customer service experience preferred
• Previous credit union experience is a plus
• Demonstrated leadership and interpersonal abilities
• Understanding of financial industry concepts, related laws, and regulations
• Must have good communication and interpersonal skills
• Critical thinking and problem-solving skills
• Detail-oriented, and strong ability to multi-task
• Proficient in Microsoft Office and web-based applications

Role Description and Essential Duties

• Assumes responsibility for the effective performance of assigned secretarial and clerical functions.
  • Manage sensitive matters with a high level of confidentiality and discretion
  • Screen incoming telephone calls and visitors; take and deliver accurate messages
  • Sustain a daily calendar of meetings and events
  • Produce a variety of documents including memos, letters, and reports
  • Transcribes taped recording as needed
  • Electronically files correspondence, memos, records, Board packets, and reports
  • Maintains files for contracts and property closings documents.
  • Sorts and distributes incoming mail to appropriate departments and branches
  • Prepares all travel arrangements for CEO, Board of Directors and Supervisory Committee; prepares travel expense reports
  • Orders and screens all office supply orders
  • Responsible for duplicate company vehicle keys
  • Assigns purchase order numbers and maintains log
  • Aids in proofing, rewriting, and researching letters, documents, policies and procedures as required
  • Updates and maintains policy list and notifies appropriate personnel of action items
  • Initiates service calls for various office equipment
  • Reconciles Board of Director, Supervisory Committee and Executive staff’s corporate credit card monthly statements
  • Coordinate annual Strategic Planning session
• Assumes responsibility for preparing and maintaining assigned records and reports.
  • Assembles, tabulates, calculates, and maintains reporting and statistical data on a regular and special basis
  • Performs required research for and prepares documents and reports
  • Assembles internal reports submitted to Board of Directors and committees
• Assumes responsibility for maintaining effective business relations with Credit Union members, vendors, and other business professionals.
  • Resolves or appropriately refers questions, requests, complaints, and problems
  • Obtains and conveys information as needed and appropriate
  • Promotes goodwill and conveys a positive image of the Credit Union
• Assumes responsibility for establishing and maintaining effective working relationships with area staff and with management.
  • Assists managers, supervisors, and other personnel as needed
  • Keeps management informed of area activities and of any significant problems
• Assumes responsibility for related duties as required or assigned
  • Performs miscellaneous clerical and administrative tasks
  • Performs special projects as assigned
• Compliance
  • Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to Customer Identification Program (CIP); attends required annual BSA training and required compliance training