Senior Executive Assistant, Enterprise & Financial Solutions

FINRA • Rockville, MD

18h • Hybrid

About The Position

The Senior Executive Assistant, Enterprise & Financial Solutions (EFS), provides comprehensive and confidential administrative support to the Executive Vice President, Chief Financial & Administrative Officer (CFAO) and the Chief of Staff & Vice President, Strategic Operations (COS). This involves an advanced technical and administrative skill set in a C-Suite environment and the ability to work with autonomy and discretion in managing sensitive and confidential information on a daily basis.

Requirements

• High school diploma or equivalent. Additional education or training preferred.
• Minimum ten (10) years of directly relevant administrative experience.
• Substantial experience providing executive administrative support and experience in a C-Suite required.
• Significant experience utilizing Microsoft Office, including Word, PowerPoint, and Excel applications.
• Significant experience utilizing and working on travel and expense tools, including preparing, approving expense reports, and making complex travel reservations.
• Expertise utilizing Zoom (scheduling, virtual meeting tools, etc.) or other virtual meeting software.
• Demonstrated ability to handle confidential and sensitive information with a high-level of discretion and professionalism.
• Exceptional attention to detail and proven ability to manage multiple competing priorities and meet deadlines, and exercise high-level of judgment.
• Exceptional verbal and communication skills.

Nice To Haves

• Concur experience a plus.

Responsibilities

• Experienced calendar management for CFAO, including scheduling appointments for in-person, conference, and virtual Zoom meetings – for both internal and external parties.
• Ensures that appropriate materials are available for meetings, and arranges all meeting logistics as applicable (e.g., building security clearances, video conferencing, meeting room set-up, presentation materials, food and beverage, etc.).
• Manages incoming and outgoing calls and prioritizes messages, emails, and other correspondence.
• Handles all calls and visitors to the Office of the CFAO and the C- Suite in general with utmost professionalism.
• Directs/delegates handling of correspondence to appropriate staff.
• Attends and reports out on relevant updates and agenda, and scribes for weekly EFS senior leadership direct report meetings.
• Acts as a proxy to the CFAO in expense report and time approval tasks for direct reports and other senior leaders on an as needed basis, as designated by the CFAO.
• Manages complex travel arrangements for the CFAO, COS and direct reports to the CFAO, as appropriate for Board meetings, conferences, off-site meetings, and other events, and addresses any time-sensitive changes or cancellations, ensuring compliance with all corporate travel and expense policies.
• Prepares and tracks expense reports for CFAO and COS and direct reports to the CFAO as appropriate.
• Prepares correspondence and other written materials at the direction of the CFAO, the COS, and direct reports to the CFAO as appropriate.
• Prioritizes inquiries and requests utilizing sound judgment, while troubleshooting conflicts with minimal guidance.
• Assists with the preparation and editing of PowerPoint presentations, as well as Word and Excel documents.
• Compiles and distributes reports and other documents which may require some analysis.
• Acts as a back-up to other Executive Assistants (EAs) in the FINRA C-Suite as appropriate. This includes collaborating with other EAs to ensure administrative coverage in the FINRA C-Suite at all times.
• Provides other related administrative support of a highly sensitive and confidential nature, including Board of Governors and Management Committee support.
• Demonstration of FINRA’s values.
• Collaboration, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.

Benefits

• Employees may be eligible for a discretionary bonus in addition to base pay.
• Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law.
• As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance.
• Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
• FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.
• Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year).
• Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule).
• Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment).
• Full-time employees receive nine paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED