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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative capabilities with expertise in project planning, organization, and execution. Proficient in Microsoft Office Suite and skilled in customer service, communication, and problem-solving within corporate environments.
Highest-signal resume keywords
Project PlanningMicrosoft Office Suite ProficiencyCustomer Service ExperienceAnalytical ThinkingAdministrative Experience in Financial Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advanced Word ProcessingSpreadsheet SoftwareGraphic SoftwareInternet ApplicationsOrganizational SystemsProcess ImprovementReport CreationMeeting FacilitationDocument PreparationData Tracking
Soft Skills
Effective CommunicationProblem-SolvingLeadershipMentoringCollaboration
Certifications & Qualifications
Associate Degree in Business or Administrative Assistant Fields
Industry Keywords
Corporate StructureCredit Union MarketplaceInvestment ManagementAsset ManagementFinancial Services
About the role
Key responsibilities & impact- Plan, organize, and work closely with senior managers to complete administrative activities
- Support senior managers on strategic planning and tactical initiatives
- Respond to project, assignment, and task changes and realign priorities
- Handle confidential employee relations, labor relations, compensation, staffing, and corporate activities
- Determine and assign appropriate staff to address issues and develop strategic and operational plans
- Set daily priorities, identify disconnects, and clarify expectations
- Lead internal or external activities to complete assigned projects and reports with senior management
- Respond to, investigate, and handle inquiries from internal and external customers
- Prepare memos, letters, documents, and reports using PC applications
- Track and manage follow-up requests
- Research information and create reports using PC applications
- Identify, analyze, and implement process changes to improve administrative workflow
- Promote migration to new technologies and mentor or coach peers on process improvements
- Review incoming correspondence and determine appropriate action and follow-up
- Anticipate and plan senior management appointment calendars and activities
- Develop agendas, presentation materials, meeting deliverables, and follow-up items
Requirements
What you’ll need- Associate Degree in Business or Administrative Assistant fields, or equivalent trade-off in pertinent work experience
- Three to five years administrative work experience
- Experience planning, organizing, and leading facilitation of multiple projects/assignments or equivalent work experience
- Advanced word processing, spreadsheet, graphic software, and Internet/Intranet applications
- Internal/external customer service experience
- Ability to identify and create solutions for electronic and hardcopy organizational systems, including electronic databases and tracking systems
- Analytical thinking and problem-solving skills
- Broad knowledge of corporate structure, including all distribution channels
- Thorough understanding of the credit union marketplace
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint
- Ability to communicate clearly and effectively verbally and in writing
- Ability to create correspondence on behalf of others
- Broad knowledge of grammar, spelling, sentence structure, and editing
- Previous administrative experience in investment management, asset management, financial services, or a related field preferred
- Resume required to apply
Benefits
Comp & perks- Annual incentive (bonus) plan may be available
- Medical insurance
- Dental insurance
- Vision insurance
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement
- Flexible workplace and work-life balance
- Career growth
- Retirement assistance
- Flexibility to work in a preferred location
- Technology and other tools supporting hybrid working