Overview

Administrative Assistant, Client Services Jobs in San Jose, CA at JAMS, Inc.

Are you looking for an exciting new opportunity? Here at UMCU we are passionate about our team members’ growth, success and contribution to our amazing company culture. Consider joining the University of Michigan Credit Union (UMCU) a pillar of the local community for 70 years.
The Administrative Assistant provides administrative support to UMCU’s Chief Technology Officer and the IT department. They will provide overall support in the area of planning and organization of meetings, reporting, travel plans, business expenses and other general office duties.
Why join the UMCU Team?
Work with a high energy and collaborative group of supportive professionals.
We are committed to helping you own your career and grow professionally and personally.
Comprehensive benefits including low cost/high coverage medical, dental, vision, leave of absence and more!
Very generous paid time off and a very flexible work environment to help you find just the right work-life balance.
Tuition reimbursement and a student loan debt repayment program
Our Fidelity 401k program with employer match is one of the most generous you’ll find.
From our parental leave, to pet insurance and home office credits, our benefits package is one of the best you’ll find!
What you will be doing in this role:
Calendar management
Makes travel arrangements
Coordinates and arranges conferences and meetings
Opens and distributes mail
Orders office supplies and promotional items (logo wear etc.)
Reconciles and processes expenses
Conducts general office tasks such as making copies, faxing, etc.
Follow up on outstanding items (meetings, projects etc.)
Compose correspondence, presentations, dashboards, and newsletters
Reconciles inventory
Reconciles vendor contacts
Coordinates and follows-up on communications to team and All Team (processes requests, composes company-wide notifications etc.)
Assists team with interdepartmental communications
Maintains department documents (policies, practices, details)
Coordinates vendor correspondence
Takes minutes at various meetings as needed. Follows-up on necessary items
Prepare additional data analysis documentation
Research as needed
Organizes team events and/or training
Acquire and disperse employee appreciation gifts (appreciation days, birthdays, sympathy etc)
Make travel arrangements for team members for conferences and training
Monitor and track critical IT milestones and actions
Is aware of and will follow all credit union policies and procedures regarding BSA, OFAC, U.S. Patriot Act, Anti-Money Laundering and Customer Identification Program.
Volunteers in various activities within the University of Michigan and Ann Arbor communities
Performs other duties and assist other team members as assigned
What you will need for this role:
Associate’s degree preferred
2-5 years previous administrative support experience preferred
Strong verbal and written communication skills
Excellent organizational and multi-tasking skills
Project management experience preferred
Ability to compile and analyze data and prepare reports
Proficient in Microsoft Office – Word, Excel, PowerPoint and Outlook
Sensitivity to confidential matters and ability to exercise discretion
Must be a team player and possess a high energy “can do” attitude
Physical Demands/Work Environment
The environment is typical of an office atmosphere. The noise level in the environment is usually moderate.
While performing the duties of this job, the team member is frequently required to sit; use hands to finger, handle, or feel; and talk or hear. The team member is required to stand, walk, and reach with hands and arms. The team member must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision.

Title: Administrative Assistant, Client Services

Company: JAMS, Inc.

Location: San Jose, CA

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