Fort Washington Investment Advisors, Inc. ยท 1 day ago
Executive Assistant
Fort Washington Investment Advisors, Inc. is an investment management firm seeking an Executive Assistant to provide quality administrative support to the President. The role involves managing schedules, coordinating travel, and assisting with various administrative tasks to ensure efficient operations.
Financial Services
Responsibilities
Provides administrative assistance to the President of FWIA, including preparing memos, presentations, meeting and conference room coordination. Monitors in/out boxes of senior management, as well as fax machines, and distributes material as necessary
Keeps electronic daily appointment calendars, including confirming meeting logistics and performing research on potential clients to ensure President and others are well prepareed
Coordinates travel arrangements and prepares expense reports in a timely and accurate manner
Maintains all keys for FWIA. Ensures keys are kept in a secure location with restricted access
Coordinates FWIA holiday party, special occasions for employees and other events as requested
Updates FWIA contact and phone lists and maintains and updates President's extensive contact list for holiday cards, etc
Handles all company newspaper and magazine subscriptions, including paying bills
Updates organization charts on at least a quarterly basis
Maintains company credit cards for all appropriate FWIA personnel
Coordinates bi-weekly management team meetings and other senior management meetings as required
Ensures Executive Committee items are submitted in a timely manner
Coordinates all FWIA internal office moves for all FWIA offices
Communicates to all FWIA associates regarding company events and other appropriate associate-related announcements. Handles circulation of cards and/or donations as appropriate
Acts as the second point of contact in the absence of other Executive Assistants. Learns functions and serves as backup to the Executive Assistant supporting the Chief Investment Officer and Executive Assistant supporting other Executive areas
Handles business recovery and inclement weather voicemail communications as a back-up to the Compliance Surveillance and Monitoring Specialist
Greets guests and communicates with the parking garage when Executive Assistant at front desk is unavailable
Coordinates multiple conference room schedules as necessary and when other assistants are unavailable. Orders lunch/refreshments for meetings held in conference rooms on an as-needed basis. Keeps electronic daily appointment calendars - confirms meeting logistics. This includes the numerous and significant meetings hosted at FWIA for the Chairman, President & CEO of Western & Southern Financial Group
Coordinates all HR documentation for the President of FWIA (performance reviews, etc.)
Handles any facility issues for all FWIA floors and remote offices. Ensures kitchen is tidy, organized and stocked
Handles subscription and check requests as needed
Performs other duties as assigned
Complies with all policies and standards
Qualification
Required
High School Diploma /GED - Required
Extensive experience serving as an administrative assistant or executive secretary to senior-level management. Experience must include supporting multiple principles where independent decision-making and self-initiative were demonstrated. - Required
Proven experience coordinating multiple projects simultaneously and completing assigned tasks accurately and on a timely basis. Must provide examples from work experience of maintaining a high degree of accuracy associated with high volumes of work and/or multiple duties. - Required
Proven experience handling administrative duties independently with the authority to act on behalf of managers, including prioritizing assignments, scheduling and canceling appointments, coordinating travel arrangements, responding to routine correspondence and requests, and proactively providing desired information to various department personnel. - Required
Demonstrated experience working and communicating cooperatively and effectively within a team environment. Must cite examples of going beyond the call of duty to assist team members in work situations. - Required
Demonstrated written and verbal communication skills with ability to convey information in a clear and concise manner. - Required
Proven experience handling confidential information and correspondence; must cite examples of previous approaches to maintaining confidentiality. - Required
Proven experience adapting and demonstrating flexibility associated with changes to policies/procedures. Must provide examples demonstrating flexibility to meet department and customer needs in work situations. - Required
Proficient in word processing, spreadsheet and presentation applications