CFA Institute · 9 hours ago
Executive Assistant, Corporate Governance
CFA Institute is a global leader in investment excellence and ethics. They are seeking an Executive Assistant to support the Board of Governors and its committees by managing board meetings, preparing documents, and ensuring effective communication among stakeholders.
Financial Services
Responsibilities
Organize, schedule, and coordinate board and committee meetings, including securing venues, preparing agendas, and managing logistics such as catering, technology needs, and room setup
Prepare, distribute, and manage all board materials including agendas, minutes, reports, and presentations, ensuring timely and accurate information is provided ahead of meetings
Maintain accurate records of board proceedings, resolutions, and decisions. Ensure all board actions comply with company policies, legal requirements, and corporate governance standards
Serve as the primary point of contact between board members, executives, and external stakeholders and ensure timely and effective communication of key decisions, updates, and follow-ups
Manage sensitive and confidential information with discretion, ensuring appropriate levels of security and privacy are maintained in accordance with company policies
Assist in the orientation and onboarding of new board members by providing them with the necessary documentation, resources, and training to understand their roles and responsibilities
Plan and support board-related events, including annual retreats, strategy sessions, and networking events, ensuring all logistical details are handled professionally
Track and follow up on action items from board meetings, ensuring deadlines are met and keeping the board informed on progress
Qualification
Required
Bachelor's Degree or an equivalent combination of education and experience
Minimum -5+ years of related experience in a professional office environment with senior leadership/C-suite or Board interaction, and a positive, can-do attitude required
High degree of competency in MS Office Suite, including Word, PowerPoint, Excel, and Outlook
Ability and willingness to quickly learn how to use various web-based tools and organizational platforms and systems (i.e., Survey Monkey, Diligent, Cvent, Concur, NetSuite, Adaptive, etc.) required
Fluency in English required
Must have exceptional time-management skills
Must have outstanding attention to detail
Must be competent in juggling competing priorities and adapting to changing expectations (agile)
Excellent communication skills, including verbal, listening, presentation, and especially superior writing capabilities required
Ability to handle highly confidential matters and materials with discretion and a high degree of professionalism required
Benefits
Eligibility for an annual incentive bonus
A 12% employer contribution to a 401(k) or pension plan
A comprehensive medical benefits package
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
Company
CFA Institute
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.
H1B Sponsorship
CFA Institute has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (2)
2022 (1)
2021 (1)
2020 (4)
Funding
Current Stage
Late StageCompany data provided by crunchbase