Administrative Assistant

About PARC Street Group

At PARC Street Group, we help credit unions build and retain exceptional leadership through integrated services in Supplemental Executive Retirement Plan (SERP) design and implementation, compensation consulting, executive recruiting, and leadership development. Our firm delivers proven results through absolute transparency, technical expertise, and an unwavering commitment to client success.

With more than 200 years of combined industry experience, our team is united by our core values:

• Relationship-Minded: We build mutual trust and respect with clients and teammates.
• Absolute Transparency: We tell the truth even when it’s uncomfortable and do the right thing even if it costs us money.
• Confidence Without Surprises: We deliver solutions that do what we say they will. No fine print, no hidden risks, just results you can count on.
• Radical Responsiveness & Accountability: When clients have problems, we have problems. Every team member acts swiftly and takes personal responsibility for client success.
• Strategic Growth: We hire exceptionally talented people with deep industry experience and constantly seek opportunities to expand credit union success.

These values drive the way we serve clients and the way we collaborate and support one another inside our firm.

The Opportunity

This role is primarily responsible for managing and executing scheduling across the firm. The Administrative Assistant will coordinate approximately 30+ meetings per week, including internal meetings, client calls, and multi-party external meetings.

This is a highly execution-focused role. Success requires strong working knowledge of Microsoft Outlook, attention to detail, and the ability to manage multiple calendars, coordinate availability, and follow through without constant direction.

In addition to scheduling, this role will support the consultant licensing process, including submissions, tracking, and follow-ups.

This position is best suited for someone who is organized, proactive, and comfortable taking ownership of tasks from start to finish. The right candidate does not wait to be told what to do; they understand the objective, take notes, and execute.

Responsibilities

Scheduling & Calendar Management

• Manage and coordinate 30+ meetings per week across internal team members, clients, and external stakeholders.
• Schedule meetings using Microsoft Outlook, including:
• Coordinating availability across multiple calendars
• Proposing meeting times
• Sending calendar invites with accurate details and clear subject lines
• Managing reschedules, cancellations, and updates
• Coordinate multi-party meetings, including external clients and executives, ensuring all participants are aligned.
• Schedule and manage meetings using Outlook, Zoom, and Microsoft Teams.
• Ensure all meetings are scheduled accurately, on time, and with complete information.
• Follow up on scheduling requests and ensure no meetings are missed or delayed.
• Take ownership of the scheduling process—moving meetings forward without requiring repeated direction.

Licensing Management

• Manage the insurance licensing process for consultants, including:
• Submitting applications through state portals
• Tracking renewal deadlines and requirements
• Following up on outstanding items
• Maintain organized and accurate records related to licensing and compliance.
• Coordinate with internal team members and external entities as needed to complete submissions.

General Administrative & Office Support

• Maintain accurate contact information using Salesforce CRM as needed.
• Support basic administrative tasks and internal coordination efforts.
• Partner with the Underwriting Team on administrative tasks, such as following up on records requests and maintaining organized documentation.
• Coordinate the onboarding process for new hires of the firm, including running background checks, supporting with benefits enrollment, and more.
• Coordinate special internal projects such as client appreciation initiatives and holiday gift distribution.
• Manage day-to-day office operations, including ordering supplies, maintaining inventory, and ensuring the office environment is professional, functional, and welcoming.
• Assist with ad hoc projects as assigned by leadership.
• Handle confidential information with discretion and maintain a high level of professionalism.
• Identify opportunities to improve processes and increase efficiency in the office.

Professional Experience

• 3+ years of administrative experience, with a strong focus on calendar management and scheduling.
• Demonstrated, hands-on experience scheduling high volumes of meetings using Microsoft Outlook.
• Experience coordinating multi-party meetings, including external clients or senior stakeholders.
• Experience using Zoom, Microsoft Teams, and similar platforms.
• Experience working in a professional services, financial services, or corporate environment preferred.

Required Qualifications

• Advanced proficiency in Microsoft Outlook, with a particular focus on calendar management and scheduling features.
• Ability to manage multiple calendars and coordinate availability across stakeholders.
• Strong attention to detail: ensures meetings are scheduled accurately the first time.
• Ability to follow instructions, retain feedback, and implement changes quickly.
• Strong written communication skills, including drafting clear and professional calendar invites.
• Highly organized with the ability to manage multiple priorities simultaneously.
• Proactive and resourceful: able to identify next steps and move tasks forward independently.
• Strong sense of ownership and accountability: follows through without constant oversight.
• Team-oriented with a “no task too small” mindset.