Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams.
Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.
Our values are at the heart of everything we do. We believe in:
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.
POSITION DESCRIPTION
Position Title: Administrative Assistant
Department: Retail Banking
Classification: Non-Exempt
Salary Range: $20-$25 an hour depending on experience
REPORTING RELATIONSHIPS
Position reports to: AVP of Retail Banking
Positions Supervised: None
POSITION PURPOSE
The Administrative Assistant facilitates the efficient operation of the Retail Leadership team by performing a variety of clerical and administrative tasks. Through one-on-one working relationships with the AVP of Retail and Regional Managers, the Administrative Assistant provides support of these roles and the Retail Branch Network providing critical support to the Leadership Team enabling greater efficiency, effectiveness, and sound operation of the group. The Administrative Assistant must be creative and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The Administrative Assistant has the ability to exercise sound judgment in a variety of situations by exercising strong written and verbal communication skills, organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Administrative Assistant will have the ability to work under pressure to handle a wide variety of activities and confidential matters with discretion.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Requirements
Education/Certification: Associates degree in Business or related field experience. A comparable combination of education and experience may be considered.
Required Knowledge: . This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
Skills/Abilities:
Equal Opportunity Statement
Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.
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