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Administrator, The Center for Financial Planning

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

View more

Job Role
Administration
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

Company

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
Telephone
(202) 379-2200
Location
1425 K St NW Suite 800
Washington
DC
20005
United States
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