Executive Assistant

Posted 8 Hours Ago
Be an Early Applicant
Parkwood, WA
3-5 Years Experience
Insurance • Financial Services
The Role
The Executive Assistant provides comprehensive administrative support to the CRO and CFO, managing schedules, organizing meetings, handling correspondence, and preparing reports. They also assist in travel arrangements, maintain office organization, and support special projects as needed.
Summary Generated by Built In

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.


The Position

Job TitleExecutive Assistant

Job Description

SUMMARY

The Executive Assistant is responsible for providing comprehensive administrative support to the CRO, CFO, Business Manager to CRO and his/her direct reports. This dynamic position requires the ability to handle a variety of complex and confidential matters.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

  • Conduct duties and responsibilities consistent with the values of First United Bank. Acts with a strong sense of integrity and ownership in all situations, acting with urgency to complete tasks and maintain strict confidentiality.
  • Promotes teamwork, cooperation, and collaboration, and displays a positive attitude toward the bank, employees and stakeholders, acting in accordance with FUB’s code of conduct, policies and procedures.
  • Manages multiple calendars and schedules for the CRO, CFO and Offices of the CRO and CFO to assist the team in completing desired goals.
  • Supports the Business Manager to CRO, including scheduling and timely submissions for Regulatory and Stakeholder requests. Manages incoming calls and visitors, and knows when to conserve Executive’s time.
  • Manage meeting agendas, presentations, and other Department reporting. Plans and executes travel arrangements, coordinates corporate meetings and records minutes for designated meetings. Schedule events and provide event management support as needed.
  • Prepares expense reimbursement and manages invoices, office supplies and materials for the Department.
  • Responsible for screening and directing phone calls, distributing correspondence, including filing, and dispersing incoming and outgoing mail and updating records. Maintains scheduling and organization of common spaces and conference rooms.
  • Accomplishes errands, as requested.
  • Leads and/or participates in special projects, as requested.

ADDITIONAL DUTIES AND RESONSIBILITIES

  • Performs other duties as requested by the Business Manager to the CRO. 
  • Completes all required compliance exams on a yearly basis.
  • Adherence to all First United Policies and Procedures. 
  • Dresses professionally. 
  • Recommends to supervisor possible methods to improve department.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

  • Bachelors’ Degree preferred, but not required
  • Minimum 3 years’ experience in an administrative role in support of an Executive Leader

Technical/Functional Competencies

  • Proficient in a variety of computer programs including Microsoft Word, Excel, PowerPoint, Visio, and Publisher.
  • Strong understanding of the internal organizational dynamics, and familiar with who does what within the organization.
  • Effective communication skills at executive level, both oral and written, along with solid interpersonal skills
  • Ability to balance competing priorities from multiple teams while maintaining professional discretion
  • Ability to work under pressure to tight deadlines and coordinate the input of others.
  • Excellent time management skills
  • Requires strong sense of urgency to complete tasks.
  • Strong attention to detail
  • Professional discretion

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Top Skills

Excel
Microsoft Word
PowerPoint
Publisher
Visio
The Company
HQ: Durant, OK
1,771 Employees
On-site Workplace

What We Do

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas.

First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations

At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com.

Facebook: firstunited1
Twitter: @firstunitedbank
Google+: +firstunitedbank1
YouTube: firstunitedbank1

Member FDIC
NMLS # 400025

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