Administrative Assistant to CEO and Leadership Team

Administrative Assistant to the CEO and Leadership Team

Join us at Cascade Federal Credit Union. This full‑time, on‑site position supports the CEO and Leadership Team with administrative and clerical duties in a financial institution environment.

Position Summary
We are seeking a dependable, highly organized Administrative Assistant to support the CEO, Leadership Team, and credit union. The role focuses on day‑to‑day administrative operations, calendar coordination, document preparation, and professional communication support.

Key Responsibilities

• Assist with preparation, formatting, and proofreading of correspondence, reports, presentations, and internal documents, including monthly documentation for the Board of Directors and Supervisory Committee.
• Support projects for the leadership team and other working committees, including reports, business proposals, and documentation.
• Handle incoming mail, e‑mail, and phone calls for the CEO and Leadership Team, routing inquiries and messages professionally.
• Provide general administrative support, including filing, document organization, data entry, and record maintenance.
• Maintain and organize electronic and physical files in accordance with company policies.
• Maintain the CEO’s calendar by scheduling meetings, appointments, and internal check‑ins.
• Coordinate logistics for meetings, including reserving conference rooms, preparing materials, and arranging refreshments.
• Prepare meeting agendas, take meeting notes when requested, and distribute follow‑up items.
• Occasionally attend meetings outside of office hours as needed.
• Serve as a courteous and professional point of contact between the CEO, Leadership Team, and internal staff, vendors, and external partners.
• Assist with drafting routine communications and announcements on behalf of the CEO and Leadership Team.
• Coordinate communication flow between departments to ensure timely follow‑up on administrative requests.
• Assist with processing expense reports, invoices, and reimbursements.
• Support basic travel arrangements for the CEO, Leadership Team, Board of Directors, and Supervisory Committee, including booking flights, lodging, and transportation.
• Track receipts and maintain organized expense documentation.
• Handle sensitive and confidential information with the highest level of discretion and professionalism.
• Follow internal controls, financial regulations, and company policies related to data privacy and information security.
• Assist with coordination of executive level events, leadership meetings, and company functions.
• Assist with office coordination tasks as needed.
• Provide administrative support to other departments when requested.

Required Education and Experience

• High school diploma or equivalent required.
• 4+ years of administrative experience supporting senior leadership in a professional environment.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Expertise in Microsoft Office with a focus on Word and PowerPoint.
• Excellent written and verbal communication skills.
• Proven ability to maintain confidentiality and exercise sound judgement.

Preferred Qualifications

• Associate or bachelor’s degree in business administration or a related field.
• Experience working in a financial institution or regulated industry.
• Familiarity with expense reporting systems, document management systems, or scheduling software.
• Experience supporting executive level meetings and leadership teams.

Position Type/Expected Hours of Work
This is a full‑time, on‑site position:
Monday through Friday.

Travel
Some travel is expected for this role.

Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties may change at any time with or without notice.

Equal Employment Opportunity And Accommodation
It is the company’s policy to select, place, train and promote the most qualified individuals based upon relevant factors such as work quality, attitude, and experience, so as to provide Equal Employment Opportunity for all employees in compliance with applicable local, state and federal laws and without regard to non‑work…