Executive Assistant to Senior Vice President of Finance and Chief Investment Officer

2 months ago

Indiana, United States Liberty University Full time

The Executive Assistant of Finance Administration is responsible and accountable to the Senior Vice President of Finance and Chief Investment Officer (CIO). The Executive Assistant is responsible for assisting the Senior Vice President of Finance/Chief Investment Officer, managing office operations for the Investment Services Division, the Tax Department and managing the operational budget for the Division. This involves, but is not limited to, working with staff on related procedures, understanding and enforcing office and school policy, and working with other departments.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
  • Schedule appointments and meetings for the Senior Vice President of Finance and CIO including but not limited to investment managers, vendors, auditors, advisors and internal staff.
  • Answer the phone for the Investment Services Division in a professional manner.
  • Assist in obtaining conflict of interest forms and other necessary compliance related materials for the Investment Staff Division.
  • Review the State Street portal for any outstanding transactions for approval and coordinate approval when needed.
  • Take minutes for the investment committee and other meetings as requested.
  • Keep the division budget.
  • Ensure all treasury and investment documents follow stated procedure for review and signature by the Senior Vice President of Finance and Chief Investment Officer and the Chief Financial Officer.
  • Assist in the coordination with legal affairs of the review of legal documents by the Senior Vice President of Finance and Chief Investment Officer and the Chief Financial Officer.
  • Keep master calendar and coordinate schedules for Investment Services conference room.
  • Book travel arrangements for investment staff to ensure continuity.
  • Prepare timely P-card reconciliations for the Senior Vice President of Finance and CIO and other senior investment staff as assigned.
  • Ensure p-card reconciliations for investment staff are done on a timely basis and assist where necessary.
  • Complete necessary budget paperwork such as requisitions, requests for checks, encumbrances, budget amendments, etc.
  • Order office supplies and equipment.
  • Maintain confidentiality at the highest level.
  • Sign a conflict of interest for Investment Division.
  • Promote Best Christian Workplace culture.
  • Other duties as assigned.
SUPERVISORY RESPONSIBILITIES
  • None
QUALIFICATIONS AND CREDENTIALS Education and Experience

Preferred Qualifications:

  • Bachelor’s degree in business-related discipline.
  • 5-7 years’ experience in an Administrative Assistant position.
  • Concur, BuyLU, P-card and Infor experience.
  • Knowledge of Banner.
  • Veterans/military benefits and outside aid.
  • Fluent in Spanish or American Sign Language.

Minimum Qualifications:

  • Bachelor’s degree in business-related discipline with 4-5 years experience in an Administrative Assistant position.
  • Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
  • Ability to work a flexible schedule that may include days, evenings, and weekends.
  • Excellent and detail-oriented communication, arithmetic, and organizational skills.
  • Ability to utilize a calculator and computer including Microsoft Word, Excel, and Outlook.
  • Individual must not be in default on any federal student or parent loan.
  • Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, or be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i)).
ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB Communication and Comprehension
  • Ability to pass Banner, compliance standards, and training tests.
  • Ability to pass Concur, BuyLU, P-card and Infor training.
  • Ability to demonstrate excellent customer service including accurate and timely support to students and staff.
  • Ability to adhere to federal, state, and institutional policy and compliance requirements including confidentiality and recordkeeping requirements.
  • Ability to stay organized and work in a fast-paced environment.
  • Excellent Computer skills.

Problem Solving

  • Intuitively able to reason, analyze information and events, and apply judgment in order to solve problems of both a routine and complex nature.

Physical and Sensory Abilities

  • Occasionally required to travel to local and campus locations.
  • Frequently required to sit for extended periods to perform deskwork or type on a keyboard.
  • Regularly required to hear and speak in order to effectively communicate orally.
  • Occasionally required to stand, walk, and climb stairs to move about the building.
  • Occasionally required to handle materials, reach overhead, kneel or stoop in order to conduct business.
  • Regularly lift 10 or fewer pounds.
WORKING CONDITIONS Work Environment

The working environment in which one will typically perform the essential functions of this position is a climate-controlled office setting. It is well lighted and the noise level is moderate.

Driving Requirements

Employee will occasionally drive to campus, local, and distant locations. Use of one’s personal vehicle (or LU vehicles) is required for travel in the performance of the essential functions of this position. Proof of a valid Virginia driver’s license, an acceptable DMV record, and liability insurance is required.

Target Hire Date: 2024-10-31

Time Type: Full time

Location: Lynchburg - In Office

The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner...

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