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Administrative Assistant - Enterprise Risk Management

Company: Addition Financial
Location: Sanford
Posted on: August 4, 2022

Job Description:

Please fill out the short form. Afterwards, you will be redirected to the formal online application. Please complete this as well for the highest chance of consideration.

Under supervision, the ERM Administrative Assistant will provide support to Enterprise Risk Management (ERM) by performing a variety of administrative tasks including but not limited to managing office supplies, answering phones, creating or completing reports and managing correspondence while performing the essential duties and responsibilities of the position.


  • Anticipate departmental needs and implement processes to ensure efficiency.
  • Retrieve and route incoming/outgoing mail, invoices and electronic communications.
  • Coordinate meetings, reserve conference rooms and notify attendees of attendance requirements for team meetings, audits and examinations.
  • Establish uniform correspondence practices to compose emails, memorandums and correspondence.
  • Ensure electronic copies of all printed materials are created and saved in the appropriate file location for easy retrieval.
  • Answer ERM overflow calls, provide accurate and appropriate information to callers or route call to appropriate personnel.
  • Responsible for implementing a process for supply orders to include evaluating needs, ordering, tracking, distributing and monitoring costs.
  • Responsible for keeping department storage rooms and common areas clean and organized.
  • Compile and produce various reports as requested by management.
  • Utilize the Patriot Officer Software to perform OFAC Checks and process, 314a list updates, employee password resets, complete system access requests to add/delete and modify employee access. Conduct monthly validation of wire data transmissions to Patriot Officer.
  • Serve as back up to ERM, Manager for vendor management software.
  • Track and upload BSA documentation to the appropriate location within the credit union s optical software.
  • Complete various weekly File Maintenance reviews as assigned.
  • Assist with research and projects as needed
  • Performs other duties and responsibilities as assigned.

    • High school diploma, GED, or equivalent plus 2 years of similar or related experience
    • Ability to communicate both verbally and in writing.
    • Proficient in all Microsoft Office products.
    • Ability to perform multiple tasks while maintaining good organizational skills.
    • Ability to work under pressure and within defined time frames and deadlines.
      Incumbent in position must adhere to all regulations and Addition Financial policies/procedures related to the Bank Secrecy Act. Any duties outside of the scope of this job description must be approved in advance by a duly appointed supervisor to the incumbent of this position.

Keywords: Addition Financial, Sanford , Administrative Assistant - Enterprise Risk Management, Executive , Sanford, Florida

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