Executive Assistant

Franklin Templeton•New York, NY
•$120,000 - $140,000•Onsite

About The Position

Clarion Partners, a leading real estate investment manager with over 40 years of experience, is seeking an Executive Assistant for its New York office. This role will provide comprehensive support to the Chief Financial Officer (CFO) and the Corporate Accounting team. The ideal candidate will be adept at managing confidential information, prioritizing correspondence, scheduling, coordinating travel, and handling administrative tasks with efficiency and professionalism. This position requires a self-motivated individual with strong problem-solving skills, sound judgment, and the ability to manage projects and business activities effectively.

Requirements

  • Bachelor’s degree required.
  • 7+ years of experience, preferably with experience in the financial services industry.
  • Effective interpersonal, communication and written skills.
  • Strong planning and critical thinking skills.
  • An independent self-starter, responsible, energetic, dependable, and capable of organizing and prioritizing a highly diverse workload.
  • Ability to work with minimal direction, exercise good judgment and creativity, and work in a fast-paced, team-oriented, professional environment.
  • Demonstrated ability to maintain confidentiality and use good judgment in making independent decisions with a high degree of tact and diplomacy.
  • Experience arranging complex and extensive travel, domestically and internationally, is essential.
  • Experience handling tax processing and mailing IRS tax filings.
  • The ability to interact effectively and professionally with all levels of staff is mandatory.
  • A high degree of poise, positive attitude, engagement in the business and team spirit is essential.
  • Advanced skills using the following technical tools is necessary for this position: Microsoft Word, Excel, PowerPoint and Outlook; Concur; Workday; MS Teams; Adobe Acrobat (Professional); AdobeSign.

Responsibilities

  • Coordinate travel arrangements, domestic and international (including car service and detailed agenda preparation), focusing on quality of travel experience as well as cost savings.
  • Process travel expense reports and Conference Requests through Concur.
  • Process check requests/vendor invoices/payment entries in Workday.
  • Manage calendars and scheduling.
  • Organize meetings including conference room reservation, AV and catering (for internal and external meetings), and set up/breakdown of catered meals.
  • Assist in generating PowerPoint presentations and coordinate various slides from different sources.
  • Create, manage, track and execute documents in Adobe.
  • Operate with a high sense of urgency in supporting monthly tax filing deliverables and addressing time sensitive tax notices, and when partnering with contracted Accounting firm.
  • Exercise sensitivity and confidentiality in handling Executive Compensation data/statements and Legal Agreements, as well as Board of Director meeting material and Board resolutions.
  • Promptly and efficiently screen, respond to and direct inquiries in a professional and polite manner.
  • Carefully coordinate backup administrative coverage either as scheduled or on an as needed basis to ensure adequate team support.
  • Other duties as assigned.

Benefits

  • Highly competitive and expansive health care coverage
  • Comprehensive 401K
  • Company-sponsored volunteer opportunities
  • Individual volunteer time off
  • Parental leave
  • Childcare programs
  • Other benefits and discount purchase programs
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