Administrative Assistant

Principles of Member Experience

As co-creators of our workplace culture and our members' experience, each Summit employee is expected to demonstrate a commitment to our vision and purpose through decisions and actions aligned with them, our values, and essential behaviors. As people helping people, we connect, inspire and act to support our members in making managing money easier, more effective, and more fun.

Summary

The Administrative Assistant facilitates the efficient functioning of Summit leaders with a high level of urgency, service, confidentiality, and discretion. This role serves as a liaison with numerous stakeholders including executives, directors, managers, members, employees, and the administration team. This position organizes calendars, optimizes schedules, plans and prepares for meetings, manages small events, supports community giving communications, administers various recognition items, handles sensitive issues with confidentiality and discretion, and generally lessens the administrative burden.

Expected Outcomes

• Leaders are informed and prepared for meetings and events.
• Needs for information, logistics, and follow-up are anticipated and proactively addressed through timely and frequent verbal or written briefings.
• Employee celebrations, recognitions, and life events are planned and executed as outlined in SCU's management guidelines on behalf of executives.
• Leadership-hosted or sponsored events are planned well in advance, with attention to details and budgets.
• Plans are made months ahead with agendas, calendars, and meetings coordinated and organized.
• Open issues are followed through to resolution with timely updates and outcomes clearly conveyed to all stakeholders.
• Members feel welcomed and cared for in their interactions with executives and issues are addressed with urgency and professionalism.
• Issues and obstacles are proactively addressed in a professional manner.
• Sensitive information is dealt with confidentially with a high level of discretion and tact.
• Travel plans are thoughtful, detailed, and hassle-free.

Capability Requirements

• High school diploma.
• At least 3 years' work experience involving attention to detail and priorities, frequent interaction with coworkers and other stakeholders, and using business technology.
• Strong, effective interpersonal skills with the ability to be persuasive and assertive when needed, while always remaining professional and respectful.
• Effective oral and written communication skills that project confidence, tact, and diplomacy to members and employees at all levels of the organization.
• Consistently demonstrate the ability to grasp pertinent details of an assignment and apply a high attention to detail, producing accurate and high-quality work.
• Resourceful, with the ability to exercise independent judgment to effectively navigate complex or stressful situations.
• Technology savvy with a high degree of comfort with various technology tools; fluency in Microsoft Office Suite (Teams, Outlook Word, Excel, and PowerPoint), conference room technology, and an ability to quickly master hardware and software.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.