Jobs and Careers
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Temporary Executive Assistant
Redwood Credit UnionUnited Statesfull_timeVerifiedPosted 7 Mar 2025
💰 $100,000/yr
About the role
ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 37th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Best Credit Unions 2024"• Recognized by Forbes as one of “America’s Best Small Employers 2023" • Voted Best Places to Work in the North Bay 19 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Join us and discover why you'll love working at Redwood Credit Union!
Redwood Credit Union is looking for a Temporary Executive Assistant who will perform administrative duties in support of Executive Team.
ESSENTIAL FUNCTIONS:Administrative • Provide administrative support for Executive Staff and Officials.• Plan, coordinate and secure travel arrangements and conference details for Officials and Executives.• Create and communicate travel packets to Officials.• Provide in-office support to traveling Executives and Officials, ensuring trip interruptions are minimal, if any.• Provide superior telephone interactions, engaging with a customer service focus.• Develop monthly CEO Report to the Board of Directors.• Prepare CEO expense reports and submit to accounting; submit to external boards and committees for reimbursement as needed.• Maintain Board expense documents and yearly totals.• Review all expense reports submitted to executive office ensuring adherence to RCU policy.• Ensure timely completion, reconciliation, payment and reporting of VISA and expense reports for Executives and Officials.• Organize, schedule and coordinate meetings and events to include agenda preparation, slide edits and staff communications.• Create daily agendas for Executive and Administrative huddles to include discussion topics, upcoming due dates and timelines, and project follow-up.• Process mail and faxes, including sorting, timestamping, prioritizing, and distributing.• Coordinate RCU Officials and Executives representation at community events.• Routinely update Executives community activity on EventNet.• Routinely update Officials’ community activity on spreadsheet.• Maintain department files, records, filing cabinets, shelves, and meeting rooms.• Greet, assist, and direct visitors to proper locations.• Compile, assemble, distribute, and post Committee packages and minutes, adhering to policies and timelines. Attend Committee meetings, provide procedure support, take minutes.• Manage Executive calendars.• Administer and maintain Records Management procedures for Executive Department files.• Monitor, order and distribute department supplies inventory (including office supplies), ensuring executive kitchen is stocked with beverages, snacks, and sundries.• Independently plan, order and coordinate catering for Executive Department, including menu selection, delivery, and timely set-up and clean-up.• Create basic and advanced correspondence, reports and slides using Word, Excel and PowerPoint programs.• Maintain a working knowledge of the presentation and audio/video conferencing technologies in Executive Office meeting rooms.• Plan and communicate event information and reminders to Staff.• Manage and support special projects such as: Giants tickets; Random Acts project and others as assigned.• Appropriately plan and organize projects, anticipating workload, foreseeing obstacles.• Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.• Regularly seek opportunities for streamlining workflow, creating efficiencies, and increasing effective
Redwood Credit Union is looking for a Temporary Executive Assistant who will perform administrative duties in support of Executive Team.
ESSENTIAL FUNCTIONS:Administrative • Provide administrative support for Executive Staff and Officials.• Plan, coordinate and secure travel arrangements and conference details for Officials and Executives.• Create and communicate travel packets to Officials.• Provide in-office support to traveling Executives and Officials, ensuring trip interruptions are minimal, if any.• Provide superior telephone interactions, engaging with a customer service focus.• Develop monthly CEO Report to the Board of Directors.• Prepare CEO expense reports and submit to accounting; submit to external boards and committees for reimbursement as needed.• Maintain Board expense documents and yearly totals.• Review all expense reports submitted to executive office ensuring adherence to RCU policy.• Ensure timely completion, reconciliation, payment and reporting of VISA and expense reports for Executives and Officials.• Organize, schedule and coordinate meetings and events to include agenda preparation, slide edits and staff communications.• Create daily agendas for Executive and Administrative huddles to include discussion topics, upcoming due dates and timelines, and project follow-up.• Process mail and faxes, including sorting, timestamping, prioritizing, and distributing.• Coordinate RCU Officials and Executives representation at community events.• Routinely update Executives community activity on EventNet.• Routinely update Officials’ community activity on spreadsheet.• Maintain department files, records, filing cabinets, shelves, and meeting rooms.• Greet, assist, and direct visitors to proper locations.• Compile, assemble, distribute, and post Committee packages and minutes, adhering to policies and timelines. Attend Committee meetings, provide procedure support, take minutes.• Manage Executive calendars.• Administer and maintain Records Management procedures for Executive Department files.• Monitor, order and distribute department supplies inventory (including office supplies), ensuring executive kitchen is stocked with beverages, snacks, and sundries.• Independently plan, order and coordinate catering for Executive Department, including menu selection, delivery, and timely set-up and clean-up.• Create basic and advanced correspondence, reports and slides using Word, Excel and PowerPoint programs.• Maintain a working knowledge of the presentation and audio/video conferencing technologies in Executive Office meeting rooms.• Plan and communicate event information and reminders to Staff.• Manage and support special projects such as: Giants tickets; Random Acts project and others as assigned.• Appropriately plan and organize projects, anticipating workload, foreseeing obstacles.• Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.• Regularly seek opportunities for streamlining workflow, creating efficiencies, and increasing effective
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