About The Position

The Senior Associate role, Internal Governance Coordinator provides operational and support to the head of Internal Governance. The role is responsible for coordinating meeting logistics, supporting agenda development, documenting meeting discussions and outcomes, and maintaining committee records and materials within the firm’s governance portal. This position works closely with committee members, Legal partners, and Governance colleagues to ensure accurate documentation and effective committee operations. This is an excellent early‑career opportunity for someone looking to build experience in governance, administration, and corporate operations.

Requirements

  • 2–3 years of relevant administrative, operations, or corporate support experience (financial services experience preferred but not required).
  • Strong organizational skills with the ability to manage multiple tasks with close attention to detail.
  • Solid verbal and written communication skills.
  • Demonstrated ability to maintain discretion and handle confidential information.
  • Proactive, reliable, and able to work both independently and as part of a team.
  • Comfortable interacting with colleagues at various levels of the organization.
  • Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel); familiarity with SharePoint a plus.

Nice To Haves

  • financial services experience preferred but not required
  • familiarity with SharePoint a plus

Responsibilities

  • Attend scheduled committee and legal entity board meetings to assist in documenting discussions, decisions, and action items in clear, accurate meeting minutes, consistent with internal governance standards and documentation guidelines.
  • Track action items and follow‑ups arising from committee and board meetings and maintain related logs and records.
  • Support post‑meeting processes, including circulation of draft minutes for review and finalization.
  • Support the preparation and formatting of meeting agendas in coordination with committee secretaries, Legal partners, and subject matter contributors.
  • Assist with the organization, quality review, and timely distribution of meeting materials in advance of meetings.
  • Ensure materials align with established governance templates and information classification standards.
  • Maintain committee and board documentation within the governance record retention SharePoint sites, including agendas, approved minutes, action logs, charters, and reference materials.
  • Support version control, naming conventions, and record retention practices for committee materials.
  • Respond to internal requests for committee records in accordance with governance and information‑handling guidelines.
  • Coordinate meeting logistics such as calendars, attendee lists, conformance room reservations, dial‑in details, and materials access.
  • Support periodic reviews of committee and board documentation to ensure completeness and consistency.
  • Partner with Legal and varies business unit colleagues on process improvements related to committee administration and documentation.

Benefits

  • retirement savings plan (401K) with company match
  • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • access to our Employee Assistance Program
  • incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
  • eligibility for certain tax advantaged savings plans
  • inclusive development opportunities
  • flexible work-life support
  • paid volunteer days
  • vibrant employee networks
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