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Administrator, The Center for Financial Planning

CFP Board
Washington D.C.
Based on Experience
Closing date
May 26, 2022

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

General Function

Under supervision, provides a variety of administrative and programmatic tasks to support the Center for Financial Planning.

Essential Functions

  • Proactively ensures the Managing Director, Center for Financial Planning is properly supported and prepared for all internal and external meetings and appointments
  • Performs a wide range of administrative support tasks including maintaining and updating contacts; taking minutes; developing presentations, scheduling and preparing for meetings and conferences 
  • Performs extensive calendar management, requiring interaction with both internal and external executives and assistants to coordinate a variety of meetings, conferences and calls 
  • Makes travel arrangements, prepares accurate and detailed itineraries
  • Supports the governance functions of the Center including coordinating and assisting in the preparation of Advisory Council and Advisory/ Working Group meetings
  • Manages all components of Advisory Group meetings (budget, venue, logistics, and volunteer travel, expenses and accommodations)
  • Serves as a liaison and primary contact between Advisory Groups and the Center team
  • Coordinates and supports compilation of Center accomplishments for an annual report, board reports (including CEO Oversight Committee) and all other reporting obligations of the Center (e.g. major funders, stakeholders, etc.)
  • In consultation with Center Team, designs and develops Center communications documents (presentations, infographics, illustrations, etc.) in support of the Center’s programmatic and fundraising initiatives
  • Manages and maintains Center filing system, retaining all contracts and key operation documents
  • Provides training and support to temporary and part-time administrative staff
  • Performs other duties as assigned


Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

Find Us
(202) 379-2200
1425 K St NW Suite 800
United States
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