Job Description

Responsible for providing secretarial and clerical support to management. Types and assembles letters, memos, and reports. Answers questions and directs telephone calls to various departments. Prepares documents. Assembles and maintains statistical data. Performs and oversees specific projects and programs as assigned.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for the effective performance of all assigned secretarial and clerical functions.

a. Receives and screens visitors and telephone calls and either notifies staff members or records and relays messages.


b. Schedules appointments.


c. Types and assembles a variety of documents including memos, letters, and reports. d. Composes and edits correspondence for executive staff.


e. Files correspondence, memos, records, and reports. Maintains files.


f. Sorts and distributes incoming mail to appropriate executives.


g. Communicates with members of the Board regarding dates, locations, and times of Board and committee meetings.

2. Assumes responsibility for preparing and maintaining assigned records and reports.

a. Assembles, tabulates, calculates, and maintains financial and statistical data on a regular and special basis.


b. Prepares documents as assigned.


c. Assembles internal reports submitted to Board of Directors and committees.


d. Drafts minutes from notes and submits to management for revision and final approval.


e. Maintains policy manuals, federal guides, and other library reference material.


f. Coordinates the distribution of the Annual Report.

3. Assumes responsibility for maintaining effective business relations with members and external contacts.

a. Resolves member requests, complaints, and problems or refers them appropriately.


b. Promotes goodwill and conveys a positive image of the Credit Union.

4. Assumes responsibility for establishing and maintaining effective working relationships with area staff and with management.

a. Assists other department personnel as needed.


b. Keeps management informed of area activities and of any significant problems.

5. Assumes responsibility for related duties as required or assigned.

a. Performs miscellaneous clerical tasks.


b. Performs special operations and manages special projects as assigned.


c. Ensures that work area is clean, secure, and well maintained.

QUALIFICATIONS

EDUCATION/CERTIFICATION:

High school graduate or equivalent.


Some college preferred

.

REQUIRED KNOWLEDGE:

Knowledge of word processing and spreadsheet applications.

EXPERIENCE REQUIRED

:


Three to five years of secretarial experience, with at least two years as an executive assistant.

SKILLS/ABILITIES:

Proficient computer skills. Ability to operate a ten key.


Good interpersonal and public relations skills.


Solid analytical, creative, and problem-solving abilities.


Project management skills and well organized.


Able to work well independently.