PRIMARY PURPOSE: Responsible for providing executive administrative support services to members of the Executive Leadership Team and the organization as directed. Projects assigned are primarily well-defined and they may be confidential in nature.

ESSENTIAL FUNCTIONS include the following (additional specific duties will be assigned):

• Provides executive administrative support to members of the Executive Leadership Team (‘ELT’) and Wings Financial staff as needed.
• Works within established guidelines as directed by the Manager - Executive Services.
• Provides work product that exhibits superior attention to detail and accuracy.
• Completes a wide range of tasks using Microsoft Office Suite (including Word, Excel, PowerPoint and Outlook), Adobe Acrobat Pro.
• Resolves routine and advanced inquiries from employees and members.
• Schedules appointments and meetings, maintains calendars for all ELT members, as requested and as appropriate.
• Assists with planning Wings Wednesday events for all Apple Valley campus.
• May book and coordinate travel for staff (flights, hotels, car, conference registration, etc.)
• Takes and transcribes minutes for various internal meetings, including subcommittees of the Board of Directors, and other meetings as assigned.
• Assists the Manager - Executive Services with preparation of materials for Board and subcommittee meetings as needed and with various Board communications.
• May assist with expense reports.
• Provides backup to Executive Services team members.
• Screens incoming phone calls and directs to appropriate member of staff as to best utilize the time of the ELT members.
• Performs various other duties as assigned.

STANDARDS OF PERFORMANCE:

• Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies.
• Provides members and colleagues with courteous, friendly service, which exceeds their expectations while processing transactions promptly, efficiently and accurately.
• Follows Wings Financial CU’s “Standards of Professionalism” to represent the Credit Union in a professional manner through written and verbal communications, attitude, business attire, work area and knowledge of our products and services.
• Meets individual quality service goals as identified in your performance action plan.

• Is an effective team leader through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training sessions.
• Accurately applies technical job knowledge and skills to complete all work in a timely manner in accordance with policies, procedures and regulatory requirements, while managing varying degrees of work.

EDUCATION and EXPERIENCE:

• High school diploma, plus a minimum of five years of providing executive assistance to C-Level executives.
• Superior attention to detail and accuracy
• Excellent organizational skills
• Proficient in Microsoft Office Suite, with excellent PowerPoint skills
• Proficient in Adobe Acrobat Pro
• Ability to prioritize and handle multiple tasks concurrently and evaluate the appropriate level of discretion and confidentiality applicable to such tasks
• Superior verbal communication skills
• Superior writing ability (excellent spelling, grammar, punctuation and word usage); proficiency in layout and design
• Excellent customer service skills and high degree of professionalism
• Ability to efficiently capture and accurately transcribe meeting minutes (experience in working with boards of directors a plus, but not required)
• Working knowledge of SharePoint preferred, but not required
• Experience in booking travel a plus, but not required
• Experience in completing expense reports a plus, but not required
• Team player with a “can do” attitude
• Bondable

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)