Corporate Relations Administrator
2 weeks ago
The Corporate Relations Administrator plays a crucial role in providing comprehensive administrative assistance to the Managing Director of Corporate Relations and the Head of Research.
Key Responsibilities:
- Ensure that all communications and materials from the Managing Director of Corporate Relations and Head of Research are precise, professional, and timely, reflecting positively on the leadership and the organization.
- Facilitate the efficient functioning of the Managing Director of Corporate Relations and Head of Research by anticipating their needs and providing effective solutions.
- Respond promptly to assigned tasks and projects, demonstrating professionalism and a sense of urgency.
- Ensure that all stakeholders interacting with the offices of the Managing Director of Corporate Relations and Head of Research feel valued and confident in the responses provided.
- Maintain a high level of professionalism in all communications while ensuring confidentiality is upheld at all times.
Essential Duties:
- Perform a variety of administrative tasks to support the Managing Director of Corporate Relations and Head of Research, including organizing filing systems, managing incoming calls, and overseeing email correspondence.
- Draft and prepare documents such as letters, agendas, itineraries, and reports as directed.
- Assist in managing departmental budgets by coding and submitting invoices promptly and tracking expenditures.
- Review and edit documents for the Managing Director of Corporate Relations and Head of Research, ensuring adherence to acceptable formats.
- Coordinate calendars for the Managing Director of Corporate Relations and Head of Research, scheduling appointments and meetings while maintaining the departmental calendar.
- Arrange travel logistics, prepare detailed itineraries, and submit travel expenses in compliance with organizational policies.
- Support the Corporate Relations team in analyzing firm and candidate-related data.
- Document meeting notes, input data into Salesforce, and prepare materials for follow-up meetings.
- Undertake additional job-related responsibilities as required.
Preferred Qualifications:
- Bachelor's degree.
- Minimum of two years of experience in an office environment.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Familiarity with Salesforce is advantageous.
- Strong multitasking and prioritization abilities.
- Excellent organizational and communication skills, both verbal and written.
- Attention to detail in drafting and proofreading documents.
- Ability to work independently while adhering to established guidelines.
- Capability to research and synthesize information into comprehensive reports.
About CFP Board:
CFP Board serves as the professional organization for personal financial planners in the United States, comprising two affiliated entities dedicated to enhancing the financial planning profession for the public's benefit. The CFP Board of Standards establishes and maintains standards for financial planning and administers the esteemed CERTIFIED FINANCIAL PLANNERTM certification, recognized as the benchmark for financial planners.
This position operates within a hybrid work model, reflecting the organization's commitment to flexibility and collaboration.
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