Role Summary
Typically provides direct assistance to CTO and CTO General Manager Responsible for exercising confidentiality, tact, and diplomacy when completing own work. Anticipates possible roadblocks and shares best practices. Effectively manages up/laterally, champions change, helps managers and peers manage change adaption and adoption. Effectively works with backups to ensure seamless support during outages. May direct the work of less experienced support staff and assigns tasks.
Responsibilities:
Performs advanced, diversified, and confidential administrative duties requiring broad and comprehensive experience, critical thinking, skill, and knowledge of organization policies and procedures. Screens calls and visitors and resolves inquiries. Schedules and maintains calendar of appointments, meetings, and travel arrangements. Exercises autonomy in troubleshooting issues as they arise and anticipates the needs of the person they support. Work is generally fast-paced and complex.
Conducts complex administrative assignments related to meeting, seminar, workshop, and/or conference planning, including material production; prep material packet compilation; scheduling; logistical arrangements; and liaising with participants, speakers, and vendors with little to no direction. Performs special projects across multiple teams that may include process design/reengineering and/or execution oversight of workstream initiatives.
Conducts research for senior leaders and/or senior individual contributors. Compiles, analyzes, and summarizes information for reports and correspondence. Reviews and analyzes complex data and builds/keeps databases and share sites up to date. Provides accurate data and information to others on functional unit processes and procedures as requested.
Coordinates executive and committee meetings, including logistics (reserving meeting sites, catering, security notifications), collection and coordination of meeting materials, agenda creation, and recording meeting minutes for senior leaders and/or senior individual contributors and tracks/manages meeting attendance responses.
Assists CTO and CTO General Manager with the preparation of correspondences, memoranda and reports, copying and filing and processing documentation of expenses and vouchers. May prepare and distribute meeting minutes.
Qualifications:
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 4+ years of total relevant work experience
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.