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Administrative Assistant, Professional Practice

CFP Board
Washington D.C.
Based on Experience
Closing date
Aug 6, 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 Functions

This nonexempt position provides administrative support to the Chief Operating Officer, the Managing Director of Professional Practice and our Head of Research.  

  • Consistently lives and models the organization's core values. 
  • Produces materials that are accurate, professional, and timely and reflect positively on the staff leadership and the organization.
  • Streamline processes and provide support so that the executives can function efficiently in performing their role for the organization. 
  • Anticipates needs and provides answers, solutions and options to ensure those needs are met. 
  • Responds to tasks and projects with an appropriate sense of urgency, grace and professionalism.    
  • Maintain confidentiality at all times.

 Essential Functions

  • Performs a wide range of administrative support tasks, including creating and maintaining filing systems, answering incoming calls, and monitoring email boxes and responding to emails. 
  • Prepares correspondence including letters, memoranda, agendas and reports. 
  •  Assists with managing department budgets, including coding and submitting invoices in a timely fashion and tracking expenses.  
  • Reviews, proofreads and edits documents prepared for signature. Ensures that acceptable format is followed. 
  • Coordinates and facilitates the executives’ calendars to arrange appointments and meetings; gathers appropriate data as required and reschedules existing appointments as deemed appropriate; maintains the departmental calendar.
  •  Makes travel arrangements, prepares accurate and detailed itineraries and prepares, compiles and maintains travel vouchers and expense reports.
  • Assists with the compilation, proof reading, duplication and mailing of briefing books.
  •  Anticipates Chief Operating Officer and Managing Director of Professional Practice’s needs and provides answers, solutions and options to ensure those needs are met. 
  • Coordinates mass mailings; works with email distribution service and Survey Monkey data entry.
  • Develops PowerPoint presentations and other meeting collateral.
  • Takes minutes at meetings.
  • Other job related duties as assigned or necessary.


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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