Executive Asst. to CEO

Under general supervision, the Executive Assist & Volunteer Program Liaison provides high level, confidential and complex administrative duties to the CEO’s office.

Essential Functions

• Demonstrates ability to deal with confidential/sensitive matters in a discrete and professional manner
• Responsible for heavy calendar management, requiring interaction with both internal and external executives and assistants, as well asvolunteers and consultants, to coordinate a variety of complex executive meetings and conference calls; manages all logistical details
• Proactively ensures the CEO is properly supported and prepared for all events and appointments
• Coordinates complex travel arrangements,providesconcierge level detail on travel itineraries for the CEO’s travel forinternational and domesticbusiness trips
• Prioritizes and manages information coming into and going out of the Executive’s office – circulates information appropriately, documents and shares withappropriate staff, externalindividualsand organizations
• Prepares and edits general documents, reports,presentationsandmessage points
• Composes and edits correspondence as authorized, coordinates follow-up and outreach to key individuals and organizations
• Prepares, reviews,tracks,and processesallCEOexpense reports and reimbursements
• Prepares, reviews, tracks, and processes all Board of Directors reports and reimbursements
• Ensurescoverage of theexecutive officephone linesand office
• Ensures theCEO’s contactsremaincurrent
• Conductsvariousinternal/external researchas needed for projects to support the functions of the executive office
• MonitorsCEO suspend/pending file
• Coordinates monthlyallstaff meetingsand annual staff events
• Manages holiday card mailingsandthe distribution of volunteer recognition gifts
• Performs otherduties as assigned
• Partner with internal and external stakeholders todetermineand define project scope and deliverables to supportExecutive Office activities (E23 Update, Staff Appreciation Day, Senior Staff Offsite, Volunteer Gifts, etc.)

• Monitor progress on projects and regularly communicate project status to stakeholders and management team to ensure goal alignment
• Serve as a point of contact for teams when multiple units are assigned to the same project to ensure team actionsremaininsynergy
• Always ensure and uphold the confidentiality of the executive office. 
• Perform quality control on the project throughout development to maintain the standards expected
• Assistin thelogisticsof BOD meetings
• Create Itineraries for Chair of the BOD for major events
• Assistinlogisticsfor eventsthat include the CEO
• Collect ELT meeting materialsfrom the executive leadership staff and their administrators weekly in preparation for the ELT meeting.
• Available during CEO travelat all times
• Createstaff meeting agendas, due-outs, and after-action reports, and develop andmaintainother office tracking tools to coordinate effective synchronization of efforts across portfolios and programs.

Background/Skills/Abilities Preferred

• Minimum of five years’ professional experience, with at least three years’ administrativeexperience at the executive level
• Excellent calendar management skills, including the coordination of complex meetings 
• Expert level written and verbal communication skills, strong decision-makingabilityand attention to detail
• Strong knowledge of MS Office, including Outlook; ability to integrate data from database systems into MS Office applications
• Superior customer service skills with the desire to ensure that every interaction with the Executive office is carried off with warmth and competence

• Capable of working with technology including remote meeting platforms like Zoom, Ring Central and Microsoft Teams
• Ability to prioritize and manage multiple projects simultaneously, and follow through on issuesin a timely manner
• Flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors
• Takes initiative and works independently whilemanaging upsuccessfully
• 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 97,000 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 works on programs which are part of the 501 (c)(3) and 501 (c)(6).  

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

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 salary range for this position is from $75,000.00 to $95,000.00, which reflects the organization's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience and qualifications. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.