What are the responsibilities and job description for the Administrator, Professional Standards and Legal position at CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING?
Under general supervision, the Administrator to the General Counsel provides a variety of day-to-day administrative and programmatic tasks to the General Counsel and provides additional support to the Professional Standards and Legal team.
Essential Functions
- Performs a wide range of administrative support tasks in support of the work of the General Counsel, including maintaining and updating contacts; taking minutes; developing presentations and speeches, and preparing for meetings and conferences any other items necessary for successful execution of assignments
- Reviews, proofreads and edits documents prepared for the General Counsel’s signature, composes letters and memoranda
- Responsible for General Counsel’s calendar; 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
- Provides support to the Director of Adjudication with matters pertaining to the administration of CFP Board’s disciplinary adjudication function including by: communicating with volunteers; scheduling; compiling and distributing hearing materials; preparing, distributing, and managing hearing conflict surveys and responses; preparing and transmitting written materials, including draft press releases, orders, and other correspondence
- Serves as a point person for meetings for Councils, Commissions, and Working Groups, to include: preparing agenda, collecting, developing and compiling briefing materials; event set-up and other logistics
- Assists with volunteer development and retention, including by: conducting outreach to potential volunteers; serving as the department’s primary administrative contact with volunteers; and attending to volunteer issues and concerns.
- Assists with coordinating the collection and tracking of the execution of Volunteer Agreements by all CFP Board volunteers.
- Assists with conducting background checks for CFP® certification candidates, CFP Board volunteers, and Board members, as requested by the General Counsel.
- Maintains position reference materials, including standard operating procedure documents.
- Prepares expense reports and departmental billing.
- Performs other duties as assigned.
Background/Skills/Abilities Preferred
- A minimum of 4 years administrative or program support, or commensurate educational experience.
- Excellent calendar management skills, including the coordination of complex meetings.
- Proficiency in MS Office suite.
- High level of professionalism, creativity and ability to work well with all levels of internal management and staff, as well as CFP® certificants, volunteers and vendors.
- 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.
- Exceptional written and oral communication skills.
- 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.
About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $55,000.00 to $65,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
Salary : $55,000 - $65,000