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Administrator, The Center for Financial Planning

CFP Board
Washington, D.C.
Based on Experience
Closing date
Jun 23, 2023

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

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


Background/Skills/Abilities Preferred:

  • A minimum of 4 years administrative or program support, or commensurate educational experience
  • Strong interpersonal skills, experience working with senior executives
  • Excellent calendar management skills, including the coordination of complex meetings.
  • Proficiency in MS Office suite
  • Knowledge of database systems; familiarity with NetForum and Salesforce is preferred
  • Exceptional written and oral communication skills
  • High level of professionalism, creativity and ability to work well with all levels of internal management and staff, as well as external partners
  • Motivated self-starter with the ability to prioritize and manage multiple projects simultaneously, and follow through on issues in a timely manner
  • Ability to make sound decisions and strong critical thinking skills
  • Outstanding attention to detail
  • Demonstrated ability to deal with confidential/sensitive matters in a discrete and professional manner
  • Ability to adapt quickly and readily to change
  • Ability to work and collaborate as a part of a motivated, driven team


This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

To apply, submit your resume and one-page letter summarizing your interest, qualifications, and salary expectations.


Certified Financial Planner Board of Standards, Inc. (“CFP Board”), headquartered in Washington, D.C., is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification so that the public has access to and benefits from competent and ethical financial planning.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.


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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