Job Purpose

The ideal candidate will have a can-do attitude and be comfortable working in a fast-paced work environment that demands not only excellent problem-solving skills, but also a high level of organizational and strong communication skills. This position will partner with the Chief of Staff and Administration to get all tasks completed which will enable the organization to move forward in executing business objectives.

Duties and Responsibilities

Schedule and coordinate internal and external meetings as well as conference calls
Manage calendar for Chairman, President and Managing Director of Advisor Relations
Reserve and prepare meeting facilities
Assist in the generation of meeting preparation including agendas, presentations, materials, meeting set-up and effectively use technology to ensure meeting participation
Coordinate across departments to execute tasks
Coordinate travel arrangements with anticipation of frequent changes
Handle confidential information which requires discretion and diplomacy
Complete various ad-hoc tasks and research projects under tight deadlines
Assist in planning company events
Support the receptionist
Prepare and submit expense reports and oversee invoices as needed
Maintain status on projects/tasks related to the team
Enter general data and manage correspondence and report preparation
Other duties will be assigned as needed

Qualifications

Experience

4-6 years previous corporate administrative experience supporting multiple executive and senior leaders in a shared environment

Education/Training

Bachelor’s degree preferred

Knowledge, Skills, and Abilities

Professionalism in all interactions
A passion for customer service
High degree of accuracy and attention to detail
Solid organizational and time management skills while being flexible and adaptable
Experience managing calendars and coordinating travel
Excellent listening, written and oral communication skills
Strong analytical skills a must
Strong Microsoft Office skills specifically Excel and PowerPoint
Independent, proactive and resourceful self-starter
The ability to multi-task, follow-up, follow through to completion and track task progression
Critical Thinking, Problem Solving Skills - Assertive in anticipating needs and resolving situations
Sensitive to issues of confidentiality and compliance

About Loring Ward

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