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Executive Assistant
Kestra FinancialTempe, AZ, United States
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The Executive Assistant Senior provides high-level expertise and assistance to assigned C-Suite executives ensuring effective communication and management of day-to-day departmental operations. This role will also provide support to department VPs, varying from clerical and administrative support to complex project support. This position is responsible for partnering to manage and organize both immediate and long-term administrative tasks and projects, in order to achieve department and wider corporate goals.
Pay Range : $65,000 - $87,000
What We Offer :
Tuition Waiver : Enjoy a tuition waiver after 6 months of employment for you AND your immediate family offered at UTI and Concorde campuses
Paid Time Off : Competitive paid time off programs for employees (Vacation, Sick, Flexible)
Retirement Matching : 50% match on the first 6% of your contributions after 90 days
Paid Parental Leave : 4 weeks of paid leave for both birthing and non-birthing parents to bond with a new baby
Competitive Insurance : Health, vision, and dental coverage for you and your dependents
Pet Insurance : Competitive coverage for your furry family members through ASPCA
Health Plan Enrollment : Eligibility starts first of the month following completing one full month of employment
Responsibilities
Act as the primary administrative resource to assigned executives, supporting department specific senior leadership to a lesser extentDraft, and engage in, correspondence on their behalf of assigned executivesCreate reports and presentations, organize electronic and paper files, track data, manage expense reporting, etc.Review and consolidate deliverables for board meetings, facilitate agendas, prepare board books, and complete mother related assignmentsAssist in the production of organization-specific progress reports and data gatheringDevelop, and maintain, an effective organizational headcount tracking and organization chart process that ensures active and open headcount are accurately captured and reported on regularlyGather, compile, verify, analyze, and proofread information for the executive's use in documents such as correspondence, reports, speeches, presentations, and media releasesEffectively manage and schedule appointments and travelOrganize and coordinate meetings and events with internal and external stakeholdersPartner as needed to jointly manage initiatives, projects and meetings involving the Senior Leadership Team and Committee / Board-level activities
Manage annual budget and initiative / project budget process for assigned functionsCoordinate with, and support, department VPs regarding same
Coordinate monthly business expense reporting process for the executive departmentsMonitor and track ongoing business expense processes including coding and routing invoices for approval, tracking expenses against budget, creating monthly accruals, conducting budget variance analyses, and recommending changes in budget forecastsReview initial submissions for completeness, inclusion of receipts, and compliance with company policiesRecommend senior executive review once completed
Manage confidential issues based on the company policy, culture, and views of executive leadership, exercising independent judgment to ensure quality service and resolutionDevelop effective and efficient correspondence to reflect the views of executive leadershipRepresent the executive leaders when interfacing with company directors, senior executives, external vendors and consultants, and employees
Makes independent decisions and judgments on areas of responsibility with limited supervision, including management of vendors, representation of the company at various events, purchase of necessary department equipment, creation, and dissemination of various communications, etc.Demonstrates a high level of initiative; takes on projects and drives them to completion along with a strong sense of ownership towards department operations and objectives
Other duties as assigned
Qualifications
Education / Experience
High School diploma / GED required; Bachelor’s degree (preferred)
Minimum of seven (7) years of experience as an Executive Assistant (or role with similar scope) (required)
Minimum five (5) years of experience supporting a senior executive working in a large, complex function (preferred)
Demonstrated experience with implementing and administering key processes with little supervision, administering budgets, and supporting multiple executives (preferred)
Skills
Adapt and make independent decisions on issues that do not require oversight
Advanced time management skills with ability to prioritize critical tasks ahead of routine ones, as well as prioritize schedule demands with an appreciation and recognition of key, critical issues
Use multi-tasking skills and meet deadlines and adapt smoothly to rapidly shifting work priorities and schedules
Assertive and confident, with excellent interpersonal and emotional intelligence
Organizational skills with high attention to detail
Outstanding writing and document drafting skills
Advanced Microsoft Office Suite, including advanced presentation, spreadsheet, and document production skills
Create and develop clear, effective reports and communications for a wide variety of audiences
Use and learn new technology and software required in the course of business, including video conferencing platforms, budget and accounting software and various digital tools as required
Address sensitive and confidential information in a professional, mature, discreet, and secure manner
Abilities
Able and willing to : Communicate, think, learn, and reasonUse computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasksSafely ambulate and / or maneuver when on-site at Company locationsDemonstrate and utilize active listening, inductive reasoning, information ordering and category flexibility
Ability to use good judgment, problem-solving and decision-making skills
Ability to maintain confidentiality and manage sensitive information with discretion
Ability to work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously
Ability to gain, understand and apply information and data as it relates essential functions of the position
Ability to foster long-term relationships with stakeholders
Work Environment
Work is performed indoors in a climate-controlled environment when on site at assigned company location. Employees must be able to safely ambulate when on company premises.
This position is eligible for a hybrid to meet business needs. Employees must be able to follow all safety precautions including the use of personal-protective equipment. Employees must also be able to adhere to site-specific safety procedures. Work environments may include exposure to student learning environments with a variety of conditions. Employees must meet minimum technical standards for eligibility and participation.
Overnight and / or Local travel required (up to 5%)