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Executive Assistant

WeStreet Credit Union
United States, Oklahoma, Tulsa
Apr 25, 2025
Description PRIMARY RESPONSIBILITIES Co-manage and maintain executives' calendars, scheduling meetings and conference calls, as well as arranging all travel arrangements. Coordinate and attend various meetings, exercising highest level of discretion on both internal and external confidential matters; prepare and distribute meeting packets/materials; take meeting minutes. Create spreadsheets, proposals, and presentations, assisting with research and compiling data for assigned projects. Reconcile/process expense reports, credit card purchases, and invoices. Inventory, monitor, and purchase office and kitchen supplies for the executive team, keeping areas well stocked and organized. Work independently and within a team on special non-recurring and ongoing projects. May serve as a backup roll for other needs within the business group. Act as a liaison with other departments and outside agencies for the executive-level staff. Advanced proficiency in the use of Windows and Mircosoft Office based programs, including Outlook, Word, Excel, and PowerPoint. Comfort in leveraging software tools for task and email management. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Performs other duties as assigned. Qualifications Behaviors Dedicated - Devoted to a task or purpose with loyalty or integrity Loyal - Shows firm and constant support to a cause Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well Education Associates of Business Administration (required) Experience 2 - 5 years: Experience supporting multiple executives and preparing meeting minutes (required) 5 years: Related work experience in a professional business environment, with financial institution experience preferred (required) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.