Executive Admin Assistant - Finance & Strategy

Hudson Valley Credit Union is currently recruiting for the position of Executive Administrative Assistant. Primary Function: Provide comprehensive, high-level administrative support to the Chief Financial Officer (CFO) and Chief Strategy Officer (CSO), ensuring their effectiveness and efficiency in their roles. Manage schedules, correspondence, and coordination of meetings and travel arrangements. Handle highly sensitive financial and strategic information with confidentiality, prioritizing tasks, and facilitating communication both internally and externally. Responsible for streamlining processes, anticipating needs, and proactively address issues to ensure operations run efficiently and executives' priorities are met.

• Provide direct support to the Chief Financial Officer and Chief Strategy Officer, anticipating needs and proactively handling logistical and administrative tasks. This role further supports their teams as needed.
• Manage complex calendars by scheduling appointments, meetings, and conference calls. Prepare Executives for meetings, ensuring that they are briefed with applicable materials and information required
• Screen and prioritize communications, including emails, phone calls, and mail. Assist with redirecting members, staff, and vendors to the appropriate functional area of responsibility.
• Compile various complex reports and presentations, researching and/or working with various business units to gather information, consolidate, and prepare in final format for approval.
• Act as a liaison between Executives and internal/external stakeholders.
• Attend meetings, occasionally acting as a proxy for the Executives, take minutes, and follow up on action items.
• Maintain confidential files and records with discretion and integrity.
• Organize small and large-scale corporate events.
• Coordinate travel arrangements, including flights, accommodations, and itineraries.
• Provide back-up support to Senior Administrate Assistants and Executive Assistant and appropriate department coverage..
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.
  

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
• Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed preferred; undergraduate degree cannot substitute for minimum number of years of experience 
• Minimum 7 years experience as an executive assistant or similar role supporting senior executives is required. 
• Office/Secretarial Certification is preferred. 
• Experience in supporting financial processes, project teams, and merger and acquisitions is preferred.

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees 

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
• Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed preferred; undergraduate degree cannot substitute for minimum number of years of experience 
• Minimum 7 years experience as an executive assistant or similar role supporting senior executives is required. 
• Office/Secretarial Certification is preferred. 
• Experience in supporting financial processes, project teams, and merger and acquisitions is preferred.

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees 

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

• Provide direct support to the Chief Financial Officer and Chief Strategy Officer, anticipating needs and proactively handling logistical and administrative tasks. This role further supports their teams as needed.
• Manage complex calendars by scheduling appointments, meetings, and conference calls. Prepare Executives for meetings, ensuring that they are briefed with applicable materials and information required
• Screen and prioritize communications, including emails, phone calls, and mail. Assist with redirecting members, staff, and vendors to the appropriate functional area of responsibility.
• Compile various complex reports and presentations, researching and/or working with various business units to gather information, consolidate, and prepare in final format for approval.
• Act as a liaison between Executives and internal/external stakeholders.
• Attend meetings, occasionally acting as a proxy for the Executives, take minutes, and follow up on action items.
• Maintain confidential files and records with discretion and integrity.
• Organize small and large-scale corporate events.
• Coordinate travel arrangements, including flights, accommodations, and itineraries.
• Provide back-up support to Senior Administrate Assistants and Executive Assistant and appropriate department coverage..
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.