Job Description

Job Description

Job Description

Description:

POSITION TITLE: Administrative Assistant

DEPARTMENT: Executive

POSITION FUNCTION

Under the general supervision of the Chief Executive Officer and President and Chairman of the Board, assists in the administration of the Credit Union’s corporate functions.

ESSENTIAL FUNCTIONS:

1. Research, plan and make reservations for Directors and Management for conferences, seminars, and meetings, as well as related events and travel arrangements, if necessary.
2. Coordinate Credit Union functions, and assist in preparations for the Annual Meeting.
3. Type, mail, and maintain files of Directors, Management, and Chief Executive Officer, as requested.
4. Type, mail and deliver letters and correspondence for the Chief Executive Officer and President and Senior Management,
5. Type contracts and policies on an as needed basis.
6. Record and maintain Board and Committee meeting minutes.
7. Sort and distribute all daily incoming mail for Chief Executive Officer, President, and Board of Directors.
8. Distribute all Director correspondence.
9. Assist in the preparation of the monthly Board package.
10. Assist with sorting and delivering daily mail as assigned.
11. Prepare and file NCUA annual report of officials.
12. Coordinate the Credit Union’s scholarship program.
13. Maintain confidentiality on all Credit Union matters and sensitive information.
14. Perform additional duties as assigned.

ADDITIONAL RESPONSIBILITIES

• Works within procedural limits of position.
• Performs related duties as required or assigned.
• Maintains own job knowledge and skills level needed to meet the requirements of the position.
• Continues to acquire the necessary education to maintain knowledge of federal and state rules and regulations to ensure compliance.
• Ensures credit union confidentiality.

PHYSICAL DEMANDS:

1. Hand dexterity required to operate computer terminal and/or related equipment.
2. Eye coordination required to operate computer/teller terminal.
3. Sitting at desk or computer workstation for periods of time.
4. Travel to Credit Union facilities/locations as required.
5. Lifts books, ledgers, records, etc.
6. Move around credit union between levels or floors while performing duties.
7. Bending and stretching in work area and vault area.

This position description covers the more prominent duties performed, and is not limited to other work duties that may be assigned.

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