Administrative Assistant

Description

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams.

Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.

Our values are at the heart of everything we do. We believe in:

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.

POSITION DESCRIPTION

Position Title: Administrative Assistant 

Department: Retail Banking

Classification: Non-Exempt

Salary Range: $20-$25 an hour depending on experience

REPORTING RELATIONSHIPS

Position reports to: AVP of Retail Banking

Positions Supervised: None

POSITION PURPOSE

The Administrative Assistant facilitates the efficient operation of the Retail Leadership team by performing a variety of clerical and administrative tasks. Through one-on-one working relationships with the AVP of Retail and Regional Managers, the Administrative Assistant provides support of these roles and the Retail Branch Network providing critical support to the Leadership Team enabling greater efficiency, effectiveness, and sound operation of the group. The Administrative Assistant must be creative and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The Administrative Assistant has the ability to exercise sound judgment in a variety of situations by exercising strong written and verbal communication skills, organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Administrative Assistant will have the ability to work under pressure to handle a wide variety of activities and confidential matters with discretion. 

 ESSENTIAL FUNCTIONS AND BASIC DUTIES 

1. Perform administrative duties that include but are not limited to preparing correspondence and reports, conducting research, taking minutes, validating monthly Retail incentives, coordinating calendars, scheduling and coordinating meetings, routing correspondence that are sometimes confidential, managing an extremely active calendar, including branch scheduling needs, completing expense and budget reports, arranging travel and detailed travel plans, etc.
2. Answering and handlings phone calls in a professional, confidential manner, routing calls to appropriate individuals or departments, taking accurate and complete phone messages, and coordinating follow through, as necessary.
3. Actively communicating with Department Leaders and members of the Retail team to ensure consistency and compliance; tracking, and following through on all pending issues.
4. Developing and maintaining positive relationships with vendors, members and coworkers.
5. Proactively and accurately compiling, coordinating, and disseminating materials for meetings.
6. Maintaining, updating, and distributing policies and procedures. 
7. Accurately taking detailed meeting minutes for various meetings, transcribing, and presenting drafts for