Executive Assistant (CEO/Board of Directors) - Red Rocks Credit Union

Join Red Rocks Credit Union and enjoy an awesome culture and an overall great place to work. As a Red Rocker, you can expect a rich wellness benefits package that aligns with our core values. This includes:

• Unlimited Paid Time Off
• Fortune 500 Health Medical Plans - We offer comprehensive medical plans
• 11 Paid Holidays
• Mental Health Days - We prioritize your well-being by providing two mental health days annually.
• Birthday PTO
• Paid Volunteer Time
• 401k Employer Match - Enjoy a 100% match on your first 3% and 50% match on your next 2% with no vesting period
• Milestone Bonuses - Celebrate life's milestones with a $1,000 award
• Work from Home Opportunities
• Employee Referral Program - Earn up to $5,000 per referral
• Tuition Reimbursement - Receive $1,500 annually for furthering your education
• Career Pathing - a plan that provides clarity for your growth and development

A career at Red Rocks CU is an opportunity for immediate impact and embarking on a path to enriching livesTM, including your own and those in our community. Our culture is fueled by our Core Values; Relentless Care for Others, Doing the Right Thing and Doing It Well, and Engaged Collaboration. We're committed to helping you uncover your purpose and empowering you to turn dreams into realities for our members, Red Rockers, and the community. At Red Rocks CU, we extend beyond traditional banking to assist our members in seizing opportunities and building a brighter financial future that spans a lifetime.

Essential Functions:

• Provides Administrative support to the Credit Union's President/CEO.
• Serves as a trusted resource to the CEO and Board of Directors on organizational initiatives and acts as a confidential and professional representative of organization via different communication channels, meetings, and off-site gatherings all while applying appropriate judgement and maintaining discretion in line with their priorities and objectives.
• Manages projects and initiatives as assigned by the President and CEO including help with drafting, writing, and editing documents, emails, presentations, etc.
• Collaborates with Senior Leadership to deliver, monitor, and communicate progress toward organizational strategic goals and initiatives. Drive alignment around and execution of organization's strategic plan and reviews progress of organizational goals.
• Email Management. Reviewing and organizing inboxes, composes and responds to email requests as necessary and desired by executive leader. Maintains organized filing system; files correspondence and other records
• Calendar management; Schedules appointments ensuring all parties are informed of and kept abreast of schedule awareness; Exercises considerable judgement and discretion in handling requests for appointments and telephone calls.
• Coordinates meetings for the President/CEO including but not limited to preparing and distributing agendas and other meeting materials, reserving, and preparing facilities and transcribing meeting minutes. Attends meetings and other functions as needed.
• Administers meetings; Attend calls and meetings with C-level executive, take notes and complete follow-up.
• Coordinates travel arrangements; completes expense reports and processes invoices; ensures that correct account codes are used and required signatures obtained.
• Composes, types, and distributes professional correspondence and memoranda.
• Serve as Primary Liaison to the Board of Directors. Effectively manages contacts and relationships with Board Members, and board meeting logistics, and acting as a first point of contact for Board Member queries.
• Leads the preparation for Board Meetings, including tracking, monitoring and following the progress of open action items, drafting the agenda, setting the timetable and owners for board material preparation, producing a final draft of the Board Report, and compiling financial and client data for dashboard reports; Prepares monthly Board packets; gathers documents and communicates with management on required reports.
• Provides support to Board Member Committees; captures notes, follow ups and minutes for committee meetings.
• Other duties as assigned.

Desired Performance Competencies:

• Continuous Improvement
• Emotional Intelligence Essentials
• Planning and Organizing
• Quality Orientation
• Positive Approach
• Member/Customer Focus
• Business/Functional/Technical

Experience:

• Five to ten years of similar or related experience.
• 3+ years of demonstrated background working with C-level executives.
• Experience working with board members and handling board relations, coordinating board meetings, and composing meeting minutes is required.
• Expertise in Microsoft Office: MS Word, PowerPoint, Teams, and Excel
• Required typing skills utilizing Word at or above the 75 percentile in speed and 90th percentile in accuracy
• (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
• Excellent organizational and editing skills; proficient with spreadsheets; shorthand a plus. Exceptional written and verbal communications skills.
• This is hybrid position. On a weekly basis all WFH employees are required to be in office on Thursdays. Based on the demands of specific tasks or department requirements, WFH employees may need to be available for in office work at their manager's discretion. Working from the office may be necessary for certain collaborative tasks.