Administrative Assistant at First Source FCU – New Hartford, New York

POSITION SUMMARY

The primary function of this position is to provide administrative support to Executive and Senior Management, and the Executive Assistant at a highly responsible and confidential level.

ESSENTIAL JOB FUNCTIONS

• Provides administrative and general office support to Executive and Senior Management, and the Executive Assistant.
• Screens telephone calls, receives and replies to incoming routine correspondence and mail.
• Performs duties associated with daily interoffice mail and currier functions at main office building.
• Prepares correspondence, reports, memos, and confidential information; composes, proofreads, and obtains appropriate signatures for related correspondence.
• Tracks and reconciles various credit card and membership expense records.
• Performs scheduling tasks in group and individual calendars.
• Maintains process and tracking for ticket giveaways.
• Coordinates logistics, supplies, and meals for events and meetings.
• Assists with research and preparation of various reports and records.
• Maintains and updates online Research Library and manages physical book library.
• Assists with coordination of business travel and tracking for Senior Management and Board of Directors.
• Facilitates process and creates monthly Employee Spotlight.
• Coordinates distribution of cards, flowers and gifts as needed.
• Performs records scanning and filing.
• Required to participate in Credit Union events and designated Community events.
• Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy, and other training sessions as appropriate.
• Required to travel as needed.
• Supports Executive Assistant needs as necessary.
• Performs other duties as assigned.

UNIVERSAL BEHAVIORS

Knowledgeable and Experienced

• I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by:

• Looking for answers until I find them.
• Seeking opportunities to learn from others.
• Appreciating and respecting others views.
• Acknowledging mistakes and learning from them.
• Going out of my way to share my knowledge and experience.

Striving for Operational Consistencies

• I promise to make it easy for you through consistency, efficiency, and accuracy by:

• Doing it right the first time, being thorough and accurate.
• Taking pride and ownership in my work
• Making and keeping commitments.
• Continuing to look for better ways to do things and challenging the status quo.

Rewarding Work Environment

• I promise to show care, compassion, and respect toward everyone I interact with by:

• Being approachable and accessible to others.
• Creating a pleasant work environment for each other.
• Always asking what more I can do.
• Resolving differences promptly
• Recognizing the contributions of others.
• Embracing diversity in the workplace.

Committed to Member Service

• I promise to deliver exceptional member service by:

• Interacting with a natural and genuine friendliness.
• Being courteous and respectful.
• Creating a welcoming environment.
• Exceeding your expectations.
• Sharing the moment and finding common ground.

QUALIFICATIONS, SKILLS AND EXPERIENCE

• High School or equivalent of 5+ years work experience OR related business degree
• Excellent communications skills
• Attention to detail
• Computer aptitude and experience with Microsoft Office products
• Ability to pivot, prioritize and successfully function in a fast-paced work environment
• Professional appearance and ability to work flexible hours