Executive Assistant
Executive Assistant
CFS works exclusively with some of the nation's largest credit unions. CFS offers credit union members full service financial planning and investment advice. It is a leader in providing high quality, state-of-the-art and strategic solutions to credit union members. To learn more about CUSO Financial Services, L.P. and to view our other opportunities, visit our website at www.cusonet.com.
This position supports overall company initiatives and will report directly into both the CEO/President and the Chief Operations Officer. The ideal candidate must be highly skilled in maintaining a complex calendar, requiring an awareness of scheduling priorities and a solid understanding of the functions of the executive office in relation to the multifaceted structure of the organization. This individual will assist with RFP preparation and prospective client promotional materials, monthly sales production spreadsheets, arranges and coordinates travel plans and itineraries, coordinates senior management team meetings and may be called upon to coordinate the internal day-to-day operations of the office with a minimum of direction using judgment, discretion, tact, and initiative.
Our ideal candidate will have the ability to work effectively in a fast-paced office and to independently manage multiple assignments while remaining calm, professional and organized. Candidates must have 3+ years experience supporting executive level with including experience managing executive calendars. Additionally, must have excellent analytical skills to conduct research, compile data, and prepare reports and statements. Successful candidates will have proven ability to communicate and collaborate with all level of employees in the organization. Strong software skills in Microsoft Word, Excel, PowerPoint, Outlook Calendar, Desktop Publishing software and the Internet are required.
CFS has been nominated and recognized several years in a row as a great place to work in San Diego through the SHRM Workplace Excellence Awards. The team is fun, professional, dynamic and hard working. CFS offers an excellent benefit package, bonus potential and profit sharing. If you think you have what it takes to be a successful member of our team, please follow this link to apply online: http://168.215.208.10/cfsapplication