Executive & Administrative Assistant: Meetings & Records

JSC Federal Credit Union; Town of Texas (WI); On-site; USD 38,000 - 52,000; Full time

Job summary

Wellby Financial seeks an Administrative Assistant to provide professional administrative, clerical, and operational support across departments. You will manage meetings, prepare correspondence, maintain records, and support project initiatives while upholding confidentiality and service excellence.

The role emphasizes professional member service, organization, and teamwork, with a focus on efficient day-to-day operations and collaboration in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Associate degree in Business Administration, Office Management, or related field preferred.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams) with ability to learn and adapt to new software.

Responsibilities

• Coordinate meeting logistics, including calendar invites, room reservations, virtual setups, agendas, materials, and follow-up.
• Assist with executive, leadership, Board, or committee meeting prep, including compiling materials and maintaining confidentiality.
• Maintain organized electronic and physical filing systems with accurate records and confidentiality.

Skills

Communication

Organizational skills

Multitasking

Professionalism

Education

High school diploma or equivalent

Associate degree in Business Administration or Office Management

Tools

Microsoft Office Suite

Job description

Wellby Financial seeks an Administrative Assistant to provide professional administrative, clerical, and operational support across departments. You will manage meetings, prepare correspondence, maintain records, and support project initiatives while upholding confidentiality and service excellence.

The role emphasizes professional member service, organization, and teamwork, with a focus on efficient day-to-day operations and collaboration in a fast-paced environment.