Job Description

 Grade: 10

Reports To: Executive Team

Classification: Exempt


The Executive Assistant provides high-level clerical and administrative support to company executives by conducting research, preparing statistical reports, handling information requests and performing clerical functions, such as, preparing correspondence, receiving visitors, arranging conference calls and scheduling meetings for executives.


Essential Functions & Responsibilities:

 95% Performs clerical and administrative tasks at the executive level, including but not limited to: - Types reports, memos, letters, and other documents using word relevant software - Answers phone call and directs calls to appropriate parties or takes messages - Records, types, and distributes meeting minutes - Greets visitors and determines whether they should be given access to specific individuals - Reads and analyzes incoming memos, submissions, and reports to determine their significance and plans their distribution - Performs general office duties such as ordering supplies and maintaining records management database systems - Files and retrieves corporate documents, records, and reports - Opens, sorts, and distributes incoming correspondence, including faxes and emails - Makes travel arrangements for the executive team

5% Performs other related duties as assigned.


Performance Measurements:


1. Provides timely and accurate professional administrative support to the Executive team.

2. Maintains the highest level of confidentiality of information.

3. Maintains a professional work environment and businesslike appearance.

4. Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.


Knowledge and Skills:

Experience: Five years to eight years of similar or related experience.

 Education: (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

 Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills: Proficiency with Excel, Word, Power Point and Outlook required. Ability to deal well with the public. Strong verbal and written communication skills. Ability to multi-task, work under pressure, and meet required deadlines.

Physical Requirements

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.

Work Environment

Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.