ROLE SUMMARY

The position of Administrative Assistant will provide high-level administrative support in a dynamic, mission-driven financial institution. The ideal candidate will be detail-oriented, highly organized, and possess excellent communication and technical skills.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Provide comprehensive administrative support to the Chief Credit Officer, including calendar management, travel arrangements, and meeting coordination.
• Prepare, edit, and format reports, presentations, and correspondence using Microsoft Word, Excel, and PowerPoint.
• Take accurate and thorough minutes during meetings, ensuring timely distribution and follow-up on action items.
• Maintain and organize confidential files and records related to credit, compliance, and board reports.
• Assist with project tracking, report generation, and data entry, particularly using Excel for spreadsheets and financial tracking.
• Support the coordination of internal and external meetings, including scheduling, logistics, and material preparation.
• Liaise with other departments and external partners to support the work of the Chief Credit Officer and the credit team.
• Perform general office duties such as answering phones, responding to emails, filing, and processing invoices.
• Uphold strict confidentiality regarding sensitive organizational and client information.
• Maintain the approved vendor list and follow-up annually for required items such as insurance, licenses, etc.
• Order supplies, as needed and maintain the office area
• Maintain the departments annual training calendar
• Other duties as assigned by the Chief Credit Officer

EDUCATION & EXPERIENCE

Required Education/Experience:

• Associate’s degree in Business Management or related field, or equivalent experience, with a minimum of 2 years of administrative support experience—preferably in financial services, banking, or community development.
• Strong proficiency in Microsoft Office Suite, especially Excel (formulas, spreadsheets, formatting), PowerPoint (presentation creation), and Word (document preparation).
• Demonstrated experience taking and preparing professional meeting minutes.
• Prior experience supporting a senior executive is highly preferred.
• Excellent organizational, verbal, and written communication skills.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Strong attention to detail, with a proactive and problem-solving mindset.
• Commitment to the mission and values of community development and financial inclusion.

CERTIFICATIONS

• None required
• Certified Administrative Professional (CAP) or equivalent certification, preferred

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

• Ability to work in a team environment, as well as working independently.
• Good organizational skills, and ability to multi-task and prioritize duties in order to meet deadlines in a timely manner.
• Ability to follow directions, with excellent attention to detail and accuracy.
• Basic Math skills, including the ability to add, subtract, multiply, divide numbers.
• Basic English skills, including the ability to compose routine correspondence.
• Effective oral, written and interpersonal communication skills.