Executive Assistant

Pacific Service Credit Union • Concord, CA

7h • Hybrid

About The Position

At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being.

The Executive Assistant is responsible for performing high-level administrative support for the Executive Vice President and other assigned executive leaders in a shared services model. This role coordinates and completes administrative and operational tasks, prepares and produces executive materials, and assists with special projects to support efficient leadership operations. The Executive Assistant researches issues, recommends solutions, and collaborates with internal and external stakeholders. The position maintains confidentiality, professionalism, and discretion while managing multiple priorities. By delivering proactive support, the Executive Assistant contributes to the effectiveness of executive leadership and the achievement of organizational objectives.

This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes.

Requirements

• Bachelor’s Degree from an accredited college or university.
• Minimum of 5–7 years of experience supporting senior executives, preferably within a complex or matrixed organization.
• Highly proficient in Microsoft 365 Suite, including Teams and SharePoint, as well as project management and CRM tools such as Monday.com, Asana, Smartsheet, Salesforce, and Concur. Skilled in using video conferencing platforms, including Microsoft Teams and Zoom.
• Excellent oral and written communication skills.
• Must be proficient in computer programs (e.g., Microsoft Office Suite).

Nice To Haves

• Experience working in strategy, operations, or project-oriented environments, strongly preferred.
• Knowledge of Robert’s Rules of Order is a plus.

Responsibilities

• Manage comprehensive administrative support for assigned executive leaders, including maintaining complex calendars; proactively managing schedules, priorities, and competing demands; drafting executive communications; independently managing incoming correspondence and calls; coordinating travel; and preparing and reconciling expense reports.
• Prepare and produce executive materials—including presentations, letters, memos, spreadsheets, and other correspondence—ensuring accuracy, professionalism, and appropriate formatting.
• Coordinate meetings and events, including committee, cross-functional, leadership, and Board meetings; prepare and distribute materials; capture and circulate meeting minutes; manage logistics; and support team engagement activities, offsites, and leadership sessions.
• Collaborate with the Chief of Staff and Executive Assistants to support enterprise-wide planning, initiatives, and events, and serves as a backup to ensure continuity of executive support.
• Maintain executive records and information in accordance with confidentiality, professionalism, and record-retention standards, and perform special, sensitive, and confidential assignments as requested.
• Provide administrative and operational support to additional executive team members and cross-functional initiatives, aligning efforts with enterprise priorities.
• Support project and initiative execution by tracking key deliverables, milestones, and deadlines; coordinating cross-departmental meetings and follow-ups; maintaining visibility of strategic and operational activities; and supporting reporting across the assigned organization.
• Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
• Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards.
• Support and uphold company culture by aligning your work with the credit union’s mission and values, contributing to a positive, high-performing environment.
• Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success.
• Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.

Benefits

• Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.
• 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service.
• Bonus program: All employees are rewarded for attaining our annual organizational goals.
• Tuition Reimbursement program for employees eligible after six months of service.
• Recognition program where employees can be nominated by management, their peers or by members.
• Employee referral bonus.
• Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
• Employees are eligible to receive a consumer loan rate discount
• Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees