Executive Liaison
- Calendar management for the Head of Shared Services and Enablement: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of the leader, and proactively resolve calendar conflicts
- Budget liaison (coordinate budget items including invoice/vendor management for Shared Services and Enablement teams)
- Prepare and submit invoices/expenses and reconcile and manage department purchase card
- Schedule meetings, conferences and events and interface with executive support team and/or Event Planning Team, to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings needs
- Prepare meeting agendas, coordinate meetings, and take minutes as needed, including circulating action items for follow-up
- Finalize high-level materials--review/edit/format semi-final draft materials (e.g., communications, letters, PowerPoint slides, Excel exhibits) to produce a final product and in collaboration with the Communications Consultant Team
- Provide program/project-related support
- Proactively identify and execute on communication needs across the department, in partnership with the communications team
- High school diploma or equivalent
- 7+ years’ experience in an executive administrative role or similar role
- 4+ years’ experience working with Microsoft Office suite (Word, Excel, PowerPoint, etc.), Google Workspace, Zoom, and/ or Slack
- At least 2+ years' experience working in the Financial Services Industry
- Experience working with in a collaborative environment with both internal and external partners to achieve results
- Proficient working knowledge of both Ariba and Concur system applications
- Knowledge of Lean Management (Huddle Boards, Operational Metrics, etc.)
- Ability to leverage additional technology - Workday, ServiceNow, xMatters, and Archer
- Ability to complete a high volume of work and with limited direction & oversight
- Ability to navigate complex situations and organizations; identify and execute on resolutions
- Ability to dynamically prioritize and troubleshoot conflicts; anticipates challenges and proactively addresses them
- High level of attention to detail and time management, with a strong understanding of the importance of being responsive and proactive in a deadline-driven environment
- Regular meetings with the team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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