Administrator to COO and Professional Practice
- Employer
- CFP Board
- Location
- Washington D.C.
- Salary
- Based on Experience
- Closing date
- Sep 2, 2022
View more
- Job Role
- Administration
- Employment Type
- Full Time
- Experience Level
- 1-4 years
- CFP® Certification
- Not necessary
Job Details
General Functions
A non-exempt position that 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.
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.
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