Senior Executive Assistant, Enterprise & Financial Solutions
FINRA, Washington, District of Columbia, United States
Senior Executive Assistant, Enterprise & Financial Solutions (EFS)
The Senior Executive Assistant, Enterprise & Financial Solutions (EFS), provides comprehensive and confidential administrative support to the Executive Vice President, Chief Financial & Administrative Officer (CFAO) and the Chief of Staff & Vice President, Strategic Operations (COS). This involves an advanced technical and administrative skill set in a C-Suite environment and the ability to work with autonomy and discretion in managing sensitive and confidential information on a daily basis. Essential Job Functions: Experienced calendar management for CFAO, including scheduling appointments for in-person, conference, and virtual Zoom meetings for both internal and external parties. Ensures that appropriate materials are available for meetings, and arranges all meeting logistics as applicable (e.g., building security clearances, video conferencing, meeting room set-up, presentation materials, food and beverage, etc.). Manages incoming and outgoing calls and prioritizes messages, emails, and other correspondence. Handles all calls and visitors to the Office of the CFAO and the C- Suite in general with utmost professionalism. Directs/delegates handling of correspondence to appropriate staff. Attends and reports out on relevant updates and agenda, and scribes for weekly EFS senior leadership direct report meetings. Acts as a proxy to the CFAO in expense report and time approval tasks for direct reports and other senior leaders on an as needed basis, as designated by the CFAO. Manages complex travel arrangements for the CFAO, COS and direct reports to the CFAO, as appropriate for Board meetings, conferences, off-site meetings, and other events, and addresses any time-sensitive changes or cancellations, ensuring compliance with all corporate travel and expense policies. Prepares and tracks expense reports for CFAO and COS and direct reports to the CFAO as appropriate. Prepares correspondence and other written materials at the direction of the CFAO, the COS, and direct reports to the CFAO as appropriate. Prioritizes inquiries and requests utilizing sound judgment, while troubleshooting conflicts with minimal guidance. Assists with the preparation and editing of PowerPoint presentations, as well as Word and Excel documents. Compiles and distributes reports and other documents which may require some analysis. Acts as a back-up to other Executive Assistants (EAs) in the FINRA C-Suite as appropriate. This includes collaborating with other EAs to ensure administrative coverage in the FINRA C-Suite at all times. Provides other related administrative support of a highly sensitive and confidential nature, including Board of Governors and Management Committee support. Demonstration of FINRA's values. Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity. Education/Experience Requirements: High school diploma or equivalent. Additional education or training preferred. Minimum ten (10) years of directly relevant administrative experience. Substantial experience providing executive administrative support and experience in a C-Suite required. Significant experience utilizing Microsoft Office, including Word, PowerPoint, and Excel applications. Significant experience utilizing and working on travel and expense tools, including preparing, approving expense reports, and making complex travel reservations. Concur experience a plus. Expertise utilizing Zoom (scheduling, virtual meeting tools, etc.) or other virtual meeting software. Demonstrated ability to handle confidential and sensitive information with a high-level of discretion and professionalism. Exceptional attention to detail and proven ability to manage multiple competing priorities and meet deadlines, and exercise high-level of judgment. Exceptional verbal and communication skills. Work Conditions: Hybrid work environment, with defined in-person presence requirements. Occasional travel between FINRA offices may be required. May require overtime, as well as flexibility to work hours that correspond with the CFAO. To be considered for this position, please submit an application. Applications are accepted on an ongoing basis.
The Senior Executive Assistant, Enterprise & Financial Solutions (EFS), provides comprehensive and confidential administrative support to the Executive Vice President, Chief Financial & Administrative Officer (CFAO) and the Chief of Staff & Vice President, Strategic Operations (COS). This involves an advanced technical and administrative skill set in a C-Suite environment and the ability to work with autonomy and discretion in managing sensitive and confidential information on a daily basis. Essential Job Functions: Experienced calendar management for CFAO, including scheduling appointments for in-person, conference, and virtual Zoom meetings for both internal and external parties. Ensures that appropriate materials are available for meetings, and arranges all meeting logistics as applicable (e.g., building security clearances, video conferencing, meeting room set-up, presentation materials, food and beverage, etc.). Manages incoming and outgoing calls and prioritizes messages, emails, and other correspondence. Handles all calls and visitors to the Office of the CFAO and the C- Suite in general with utmost professionalism. Directs/delegates handling of correspondence to appropriate staff. Attends and reports out on relevant updates and agenda, and scribes for weekly EFS senior leadership direct report meetings. Acts as a proxy to the CFAO in expense report and time approval tasks for direct reports and other senior leaders on an as needed basis, as designated by the CFAO. Manages complex travel arrangements for the CFAO, COS and direct reports to the CFAO, as appropriate for Board meetings, conferences, off-site meetings, and other events, and addresses any time-sensitive changes or cancellations, ensuring compliance with all corporate travel and expense policies. Prepares and tracks expense reports for CFAO and COS and direct reports to the CFAO as appropriate. Prepares correspondence and other written materials at the direction of the CFAO, the COS, and direct reports to the CFAO as appropriate. Prioritizes inquiries and requests utilizing sound judgment, while troubleshooting conflicts with minimal guidance. Assists with the preparation and editing of PowerPoint presentations, as well as Word and Excel documents. Compiles and distributes reports and other documents which may require some analysis. Acts as a back-up to other Executive Assistants (EAs) in the FINRA C-Suite as appropriate. This includes collaborating with other EAs to ensure administrative coverage in the FINRA C-Suite at all times. Provides other related administrative support of a highly sensitive and confidential nature, including Board of Governors and Management Committee support. Demonstration of FINRA's values. Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity. Education/Experience Requirements: High school diploma or equivalent. Additional education or training preferred. Minimum ten (10) years of directly relevant administrative experience. Substantial experience providing executive administrative support and experience in a C-Suite required. Significant experience utilizing Microsoft Office, including Word, PowerPoint, and Excel applications. Significant experience utilizing and working on travel and expense tools, including preparing, approving expense reports, and making complex travel reservations. Concur experience a plus. Expertise utilizing Zoom (scheduling, virtual meeting tools, etc.) or other virtual meeting software. Demonstrated ability to handle confidential and sensitive information with a high-level of discretion and professionalism. Exceptional attention to detail and proven ability to manage multiple competing priorities and meet deadlines, and exercise high-level of judgment. Exceptional verbal and communication skills. Work Conditions: Hybrid work environment, with defined in-person presence requirements. Occasional travel between FINRA offices may be required. May require overtime, as well as flexibility to work hours that correspond with the CFAO. To be considered for this position, please submit an application. Applications are accepted on an ongoing basis.