Administrative Assistant - Military veterans preferred

SUMMARY

The position of Administrative Assistant is responsible for providing support to one or more supervisors including, but not limited to gathering data and compiling various; conducting projects and assignments; maintaining files; and issuing all types of correspondence.  

Ensures compliance with established Bank policies and procedures.  Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.

REQUIRED DUTIES

1.    Manages calendars and schedules appointments.

2.    Screens incoming calls and correspondence, and responds to routine questions and correspondence.

3.    Organizes programs, events, meetings or conferences.

4.    Prepares agendas, notices, and minutes for meetings.

5.    Provides excellent customer service to internal and external customers. Greets and screens customers and visitors.

6.    Interfaces with internal departments regularly for day to day operations.

7.    Develops strong working relationships and excellent communication skills with all levels of the organization.

8.    Provides general office support including sending faxes, making copies, scanning, sending out and receiving mail packages

9.    Prioritizes and manage multiple tasks and/or projects simultaneously and follow through on issues in a timely manner.

10.    Assist in the preparation of regularly scheduled reports

11.    Composes general correspondences, memos, charts, tables, graphs, business plans, etc. Proofreads copy for spelling, grammar and layout, making appropriate changes

12.    Creates, organizes and maintains files, databases,  and spreadsheets.

13.    Arranges travel plans and itineraries, compiles documents for travel-related meetings.

14.    Prepares expense reports.

15.    Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

16.    Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.

17.    Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.  The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

18.    Performs duties specific to the position and other functions as assigned.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.

•    High school diploma and at one year of related experience and/or training; or an equivalent combination of education and work related experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, business or financial industry related preferred. Work related experience should consist of secretarial or administrative duties within the financial industry.  

•    Basic secretarial skills to operate automated and standard office equipment. 

•    Must be well versed in Microsoft Office Suite.  Candidates well versed in Power Point and Visio to prepare board-quality presentations highly desired.

•    Motivated, punctual, energetic and have a professional work ethic.

•    Candidates must have polished communication skills in person, over the phone, and via email.

•    Must possess superior organizational and time management skills and able  to work under pressure

•    Work independently and as a team player.

•    Ability to appropriately handle sensitive and confidential information.

•    Must have high level of interpersonal skills to handle sensitive and confidential situations. 

•    Punctual and a self-starter to be able to work within a fast-paced, dynamic, team-oriented environment.

•    Work requires continual attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines. 

•    Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing and spreadsheet software programs.

•    Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.

•    Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.

•    Ability to deal with problems involving multiple facets and variables in non-standardized situations.

•    Ability to work with no supervision while performing duties.

Pay $37,000 - $55,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate’s current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company’s sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered.  All employees are offered paid sick time off.  Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. 

We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. 

The application window for this position is expected to close on August 21, 2025.