Executive Assistant to CFO - Global Travel & Finance Ops

Franklin Templeton; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

Clarion Partners seeks an Executive Assistant to support the CFO and Corporate Accounting team in the NY office. You will manage the CFO’s day-to-day activities, handle confidential information, screen inquiries, schedule meetings, arrange international travel, and prepare materials for taxes and board communications.

The role requires a Bachelor’s degree and 7+ years in a financial services setting, with meticulous organization and discretion.

Qualifications

• Bachelor’s degree required.
• 7+ years of experience, preferably with experience in the financial services industry.
• Effective interpersonal, communication and written skills, strong planning and critical thinking skills, an independent self-starter, responsible, energetic, dependable, and capable of organizing and prioritizing a highly diverse workload.
• This individual must be able to work with minimal direction, exercise good judgment and creativity, and work in a fast-paced, team-oriented, professional environment.
• Demonstrated ability to maintain confidentiality and use good judgment in making independent decisions with a high degree of tact and diplomacy.
• Experience arranging complex and extensive travel, domestically and internationally, is essential.
• Experience handling tax processing and mailing IRS tax filings.
• The ability to interact effectively and professionally with all levels of staff is mandatory.
• A high degree of poise, positive attitude, engagement in the business and team spirit is essential.
• Advanced skills using the following technical tools is necessary for this position: Microsoft Word, Excel, PowerPoint and Outlook; Concur; Workday; MS Teams; Adobe Acrobat (Professional); AdobeSign.

Responsibilities

• Coordinate travel arrangements, domestic and international, including car service and detailed agenda preparation, focusing on quality and cost savings.
• Process travel expense reports and Conference Requests through Concur.
• Check requests/vendor invoices/payment entries in Workday.
• Calendar management and scheduling.
• Organize meetings including conference room reservation, AV and catering, and setup/breakdown of meals.
• Assist in generating PowerPoint presentations and coordinate slides from different sources.
• Create, manage, track and execute documents in Adobe.
• Support monthly tax filing deliverables and respond to time-sensitive tax notices with accounting partners.
• Maintain confidentiality of Executive Compensation data and Board materials.
• Screen, respond to and direct inquiries promptly and professionally.
• Coordinate backup administrative coverage as needed.
• Other duties as assigned.

Skills

Interpersonal skills

Written skills

Planning

Communication

Discretion

Calendar management

Travel coordination

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Concur

Workday

MS Teams

Adobe Acrobat

Adobe Sign

Job description

Clarion Partners seeks an Executive Assistant to support the CFO and Corporate Accounting team in the NY office. You will manage the CFO’s day-to-day activities, handle confidential information, screen inquiries, schedule meetings, arrange international travel, and prepare materials for taxes and board communications.

The role requires a Bachelor’s degree and 7+ years in a financial services setting, with meticulous organization and discretion.