Corporate Relations Administrator

2 weeks ago

Washington, Washington, D.C., United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time
Job Overview

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 they receive.
  • Maintain the highest level of confidentiality in all communications.

Essential Duties:

  • Perform a variety of administrative tasks to support the Managing Director of Corporate Relations and Head of Research, including managing filing systems, handling incoming calls, and monitoring email correspondence.
  • Draft and prepare correspondence such as letters, agendas, itineraries, and reports as directed.
  • Assist in managing departmental budgets by coding and submitting invoices and tracking expenses efficiently.
  • Review and edit documents for accuracy and adherence to acceptable formats before submission for signature.
  • Coordinate calendars for the Managing Director of Corporate Relations and Head of Research, scheduling appointments and meetings while maintaining the departmental calendar.
  • Make travel arrangements and prepare detailed itineraries, ensuring compliance with reimbursement policies.
  • Support the Corporate Relations team by analyzing firm and candidate-related data.
  • Capture meeting notes and input them into the relevant systems to prepare materials for future meetings.
  • Perform other job-related duties as assigned.

Preferred Qualifications:

  • Bachelor's degree.
  • Minimum of 2 years of experience in an office environment.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Familiarity with Salesforce is a plus.
  • Strong organizational, multitasking, and prioritization skills.
  • Exceptional verbal and written communication abilities.
  • Attention to detail in composing and proofreading documents.
  • Ability to work independently and meet deadlines.
  • Effective communication skills and a professional demeanor.

About CFP Board:

CFP Board is dedicated to advancing the financial planning profession for the benefit of the public. It consists of two affiliated organizations that focus on setting standards for financial planning and addressing diversity and workforce development challenges.

This position operates within a hybrid work environment.

CFP Board values diversity and seeks to build a committed and skilled workforce.

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