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Redwood Credit Union
Temporary Executive Assistant
Napa, CA
Apr 2, 2025
Contract
Full Job Description

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 

Why work for Redwood Credit Union?

*         37th largest credit union in the U.S. and the largest financial institution based in the North Bay

*         Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial

*         Recognized by Newsweek as one of "America's Best Credit Unions 2024"

*         Recognized by Forbes as one of "America's Best Small Employers 2023"

*         Voted Best Places to Work in the North Bay 19 years in a row

*         World-class Employee Engagement scores

*         Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

*         Industry leading Net Promoter Scores across the U.S.                                                                                                                                                                                                                                                

Join us and discover why you'll love working at Redwood Credit Union! 


Redwood Credit Union is looking for a Temporary Executive Assistant who will perform administrative duties in support of Executive Team.


ESSENTIAL FUNCTIONS:

Administrative

* Provide administrative support for Executive Staff and Officials.

* Plan, coordinate and secure travel arrangements and conference details for Officials and Executives.

* Create and communicate travel packets to Officials.

* Provide in-office support to traveling Executives and Officials, ensuring trip interruptions are minimal, if any.

* Provide superior telephone interactions, engaging with a customer service focus.

* Develop monthly CEO Report to the Board of Directors.

* Prepare CEO expense reports and submit to accounting; submit to external boards and committees for reimbursement as needed.

* Maintain Board expense documents and yearly totals.

* Review all expense reports submitted to executive office ensuring adherence to RCU policy.

* Ensure timely completion, reconciliation, payment and reporting of VISA and expense reports for Executives and Officials.

* Organize, schedule and coordinate meetings and events to include agenda preparation, slide edits and staff communications.

* Create daily agendas for Executive and Administrative huddles to include discussion topics, upcoming due dates and timelines, and project follow-up.

* Process mail and faxes, including sorting, timestamping, prioritizing, and distributing.

* Coordinate RCU Officials and Executives representation at community events.

* Routinely update Executives community activity on EventNet.

* Routinely update Officials' community activity on spreadsheet.

* Maintain department files, records, filing cabinets, shelves, and meeting rooms.

* Greet, assist, and direct visitors to proper locations.

* Compile, assemble, distribute, and post Committee packages and minutes, adhering to policies and timelines. Attend Committee meetings, provide procedure support, take minutes.

* Manage Executive calendars.

* Administer and maintain Records Management procedures for Executive Department files.

* Monitor, order and distribute department supplies inventory (including office supplies), ensuring executive kitchen is stocked with beverages, snacks, and sundries.

* Independently plan, order and coordinate catering for Executive Department, including menu selection, delivery, and timely set-up and clean-up.

* Create basic and advanced correspondence, reports and slides using Word, Excel and PowerPoint programs.

* Maintain a working knowledge of the presentation and audio/video conferencing technologies in Executive Office meeting rooms.

* Plan and communicate event information and reminders to Staff.

* Manage and support special projects such as: Giants tickets; Random Acts project and others as assigned.

* Appropriately plan and organize projects, anticipating workload, foreseeing obstacles.

* Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.

* Regularly seek opportunities for streamlining workflow, creating efficiencies, and increasing effectiveness of administrative team.

* Manage RCU Net Executive page.

* Renew and/or cancel newspaper and magazine subscriptions.

* Perform Staff meeting duties including, but not limited to, slide presentation, record attendance, and prompt presenters.

Minimum Qualification: Knowledge, Skills and Abilities

  • Adept at remaining calm under pressure.
  • Ability to work in a fast-paced environment with changing priorities and workflow.
  • Ability to independently plan, organize and manage projects through completion.
  • Knowledge of principles of business letter writing and report preparation.
  • Knowledge of records management principles and procedures including record keeping and filing practices.
  • Detail oriented, strong organizational, planning and prioritization skills.
  • Knowledge of mathematical principles.
  • Proficiency in the use of office equipment (computer, voice messaging systems, copier, fax.) and Microsoft Office Suite (Outlook, Excel, Word, PowerPoint), and other database programs.
  • Skill in making travel arrangements that include flight, hotel, and car rental.
  • Excellent oral and written communication skills; excellent spelling, grammar, and punctuation.
  • Excellent organizational skills, and ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
  • Ability to implement and execute assigned tasks with little or no supervision.
  • Ability to effectively research data.
  • Ability to distinguish and manage confidential material and information.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability and desire to work in a team environment.
  • Comfortable with multi-tasking, Flexible work schedule.

Physical Requirements

  • Ability to stand, bend, stoop, sit, walk, twist, and turn.
  • Ability to sit for long periods of time.
  • Ability to lift up to 20 pounds occasionally.
  • Ability to use a computer keyboard.
  • Work environment is indoors, majority of the time is spent sitting at a desk.

The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of three years of relevant work experience, and at least two years of administrative assistant experience supporting senior executives.


Compensation: Base starting range: $38.00 to $50.00 per hour commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.


Redwood Credit Union offers a robust benefits package to our eligible employees including:

*  Competitive medical, dental, and vision insurance, mental health offerings

*  Employee performance incentive plan

* Salary Advancement- Merit increase based on performance

* 401(k) program with employer match

* Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!


RCU Discounts and Perks:

*  RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

*  RCU employees are eligible for a 1% discount on all recreational or boat loan products

* 2% discount off Visas and LOC Loans through RCU

* 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amounts up to $1,000.

* 0% interest loan to support employees with expenses associated with the naturalization process. Loan amounts up to $15,000.

* 0% interest on garment, fitness, or home office equipment loan of up to $500

* 100% financing for employee purchased homes!

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

                                        

                                         We are an Equal Opportunity Employer

PDN-9e938032-b9d7-4b00-887f-e0956d0a0fad
Job Information
Job Category:
Management
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Temporary Executive Assistant
Redwood Credit Union
Napa, CA
Apr 2, 2025
Contract
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