Administrative Assistant

Truity Credit Union•Bartlesville, OK

20h•Onsite

About The Position

This position provides administrative support to the Executive area. The role involves greeting and assisting visitors, coordinating the use and maintenance of the credit union's rental car, and performing various office tasks such as word processing, spreadsheet creation, and presentation/proposal development. The Administrative Assistant also acts as an administrator for the credit union's electronic boardroom software, assists with monthly Board of Directors meetings, and reconciles corporate travel statements. Key responsibilities include serving as the primary contact for collecting and maintaining the repository of credit union policies, coordinating annual updates for policies requiring board approval, and providing support for organizational Project Team processes, including Asana support and assistance to Team Leads and Project Team Liaison. Additionally, the role assists with the coordination of the Asset Liability Management Committee and the Allowance for Loan Loss and Leases Committee, including taking meeting minutes, and supports other ad-hoc meetings upon request. The position also requires adherence to regulatory and policy compliance, including BSA, OFAC, AML Regulations, and Identity Theft Red Flags, and maintaining confidentiality of non-public information.

Requirements

Knowledge of modern office equipment.
Knowledge of technology and various software including Microsoft Word, Excel, and PowerPoint.
Ability to read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form.
Ability to organize and prioritize in order to meet deadlines.
Ability to solve practical problems and deal with variables in situations.
Ability to self-direct with the initiative and drive necessary to activate a project from conception through completion.
Excellent communication and interpersonal skills to effectively work with members and co-employees.
Skill in typing and personal computer.
Pursue opportunities for professional growth and development through training, education and self-study.
Successfully complete all applicable compliance training and testing.
Any combination of education, training and experience which provides the required knowledge, skills and abilities to perform the essential functions of the job.
Regular attendance and timeliness are essential functions of this position.

Responsibilities

Greet and assist visitors to the Executive area.
Coordinate the schedule of use of the credit union owned pool "rental" car and provide for its maintenance, titles and insurance coverage as needed.
Perform word processing, spreadsheet and presentation/proposal creation.
Act as administrator on the credit union electronic boardroom software.
Assist with duties at the Board of Directors meeting on a monthly basis.
Reconcile travel statements for designated corporate travel account(s).
Serve as primary contact for collecting and maintaining the repository of credit union policies including coordinating annual updates for policies requiring board approval.
Provide support for organizational Project Team process including Asana support as well as assistance to Team Leads and Project Team Liaison.
Assist with the coordination of the Asset Liability Management Committee, the Allowance for Loan Loss and Leases Committee, including taking meeting minutes and assist with other ad-hoc meetings upon request.
Perform other duties and responsibilities as assigned.
Follow regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies.
Maintain confidentiality with regard to non-public information about members and the Credit Union.