Administrative Skills, Analysis Skills, Board Meeting, Cadence, Catering Services, Communication Skills, Conference Management, Credit Union, Detail Oriented, Employee Assistance Plan, Establish Priorities, Executive Assistant Skills , Expense Management, Expense Reports, Financial Literacy, Follow Through, Futures, Interpersonal Skills, Life Insurance, Loans, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word, Multitasking, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Project Evaluation, Project/Program Management, Reporting Skills, Service Delivery, Time Management, Travel Planning, Tuition Reimbursement, Vision Plan, Writing Skills
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.
We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.
Overview:
The Executive Assistant is responsible for providing executive support to the highest levels within the organization. This role is responsible for understanding the structure and operation of the company to manage the executive’s meeting cadence, prioritize & respond to inquiries, and resolve issues proactively and with minimal supervision. The Executive Assistant interfaces with and supports communications and initiatives across the organization.
The incumbent welcomes and thrives in a fast-paced, dynamic environment and is a diplomatic, composed, and creative problem solver. They are exceptionally well-organized, have previous project management experience, and proven ability to manage internal and external communications for executives. This person applies thoughtful judgment to complex situations and finds the most optimal solutions or alternatives that move the organization and leader toward business-focused outcomes.
Responsibilities:
- Manage the executive’s calendar, including making appointments and prioritizing the most sensitive matters
- Organize meetings, including scheduling, sending reminders, and organizing catering when necessary
- Create and edit internal and external presentations, reports, collateral, and other written communications
- Interact with internal team members responding timely and appropriately to meeting and/or information requests
- Coordinate and prepare Board meeting packages, meetings, and bi-annual planning sessions.
- Gather appropriate materials from department heads in preparation for meetings and preparations
- Manage ad hoc projects and analysis for the department as needed
- Book and arrange travel, including prioritizing itineraries, for executives and board members.
- Handle conference room set-up including telepresence meeting set-up for virtual and hybrid team members
- Prepare reports, collect and analyze information; prepare presentations using software applications (e.g. Excel, Power Point, etc.)
- Manage and maintain expense reports in a timely and accurate manner
Functional Competencies
- Intermediate to advanced Microsoft Word, Excel, SharePoint, and Power Point skills
- Advanced experience with Outlook email and calendaring program
- Excellent oral and written communication skills
- Exceptional interpersonal skills with positive, can-do attitude
- Demonstrated ability to handle confidential information with discretion
- Ability to handle complex assignments using considerable judgement, initiative, and critical thinking
- Proactive, with detail and results orientation
- Follow through on projects and commitments with speed and efficiency
- Forward thinking, plan effectively against future needs with a process-minded orientation
- Demonstrated ability to achieve results and meet deadlines with minimal direction
- Effective time management and ability to multitask
Qualifications:
- 5+ years administrative assistant experience supporting c-suite level executives
- Bachelor’s degree or equivalent experience is preferred
This job is a fully on-site role at our Dublin, CA headquarters
Target Base Pay:
$41.51- $48.83/ hr
Compensation at Patelco:
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.
We Offer:
Physical Health:
- Exceptional Medical, Dental, Vision, and Life Insurance benefits
- Rewards for completing wellness related activities
Financial Health:
- Competitive compensation packages with bonus opportunity
- 401(k) with 3% Safe Harbor and 5% employer match
- Discounts on loan products
- Tuition reimbursement
Emotional Health:
- Employee Assistance Program (EAP)
- PTO for part-time and full-time positions
- Paid holidays
Personal Development:
- On-the-job training and skills development
- Internal transfer opportunities for career growth
- Volunteer work
Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans
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