The company is seeking administrative assistant who shares this passion for our mission and who can support the leaders and team responsible for solutions offered through the financial coaching relationship with our clients.

Provide administrative support to the SVP, Digital Solutions Strategy and the SVP, Financial Solutions Strategy under minimal supervision.

Position will require the ability to multi-task on a daily basis, always exercising discretion and independent judgment with respect to matters of significance.

What will you be doing?

• Handling all aspects of meeting planning to include coordinating schedules, arranging teleconference calls, preparing agendas and presentation materials
• Onboarding of new employees to include equipment and systems access requests.
• Assist in the development and formatting of PowerPoint presentations and other briefing materials.
• Distribute daily mail and arrange for FedEx Mail-outs and place departmental supply orders.
• Make travel arrangements for conferences.
• Prepare Accounts Payable, Reimbursement forms and Request for Absence.
• Participate in and support the organization and planning of departmental gatherings and events.

What skills / qualifications do you need?

Education

Work Experience

5 years of administrative experience in a fast-paced environment.

Required Knowledge, Skills and Abilities

• Strong writing and communication abilities with prior administrative support experience.
• Must have excellent Microsoft Office Suite (and keyboard) proficiency to include Word, Excel, Outlook, PowerPoint, and Access.
• Excellent judgment, integrity, time management, organization, and interpersonal skills as well as problem solving and logistics aptitude.
• Ability to take initiative, work independently with little supervision and to handle multiple assignments simultaneously.
• Understanding of our military market preferred.
• Digital and financial product management executive support preferred.
• Financial Services Industry experience is a plus.

Last updated : 2024-05-19