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Career Story: Executive Assistant At A Credit Union

Executive Assistant At A Credit Union

Type of Company: I work for a credit union. We are a small community financial institution with 35 employees and 2 branches.

Education: studied business at Holyoke Community College

Previous Experience: I have worked in the Human Resources field for 20+ years. At my current company, the CEO was looking for an assistant and chose me for the job based on past performance and knowledge of the industry.

Job Tasks: My over-arching job responsibility is to provide administrative help to the Chief Executive Officer and the eleven-member Board of Directors. This entails responding to calls or written correspondence on their behalf.

We are a small community organization. We belong to various organizations within the community and coordinate groups to volunteer at different events throughout the community or aid in their fundraising efforts.

We value our members. As our way of showing them that, we hold an annual Member Appreciation Day where we provide food and entertainment and hold raffles. It sounds like fun - and it can be - but it is also lots of work, lining up the entertainment and purchasing all the prizes and food while staying within strict budgetary limits.

Aside from Member Appreciation Day, I coordinate employee functions throughout the year. We hold an annual recognition dinner for our employees where they are honored for their years of service. Every year too we hold a kind of stockholders' meeting where members can get a first-hand look at how our organization is doing and meet the staff and the members of the board and vote any issues that may affect how we do business.

Various committee meetings are held every month. I attend these to record the minutes of discussions relating to business development, financial outlook, legal updates, and strategic planning. I also act as the contact person for a variety of outside vendors whom we do business with. I am responsible as well for scheduling meetings and making travel arrangements.

Best and Worst Parts of the Job: The best part of my job is its diversity. No two days are exactly alike. Plus, I work with a great group of people. Having good working relationships is key!

The worst part of the job are the late nights which are required a few days a month for committee meetings and board meetings. I am not cut out for 12 hour days!

Job Tips:
1. Always present yourself as a professional. Hair should be neat and clean. Attire should be clean and pressed. Do not wear anything revealing. Body piercing and tattoos should be covered.

2. Maintaining confidentiality is a must. 3. Don't be afraid to ask questions if you don't know how to do something.

Additional Thoughts: The one thing I would change if I could would be my college education. I never finished my degree at the community college I attended. I now realize the value of an extended education. However, you can be successful on your own by always striving to learn by way of reading or hands-on learning/training.

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