Executive Assistant to CFO | Global Travel & Finance Support

Franklin Templeton Investments; United States; On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

401K

Volunteer opportunities

Parental leave

Childcare programs

Job summary

Clarion Partners, headquartered in New York, seeks an Executive Assistant to support the CFO and Corporate Accounting team in our NY office. The role covers travel logistics, expense processing in Concur/Workday, calendar management, and preparation of presentations and documents.

Advanced MS Office, Concur, Workday, MS Teams, and Adobe tools are required. Ideal candidates have 7+ years in financial services or corporate support, with impeccable confidentiality, strong communication, and the

Qualifications

• Bachelor’s degree required with 7+ years of experience in financial services preferred.
• Strong interpersonal, communication and written skills with ability to handle confidential information.
• Experience arranging complex and extensive travel domestically and internationally.
• Ability to manage calendars and coordinate meetings, travel and executive support.

Responsibilities

• Coordinate travel arrangements, domestic and international, including car service and detailed agenda preparation.
• Process travel expense reports and conference requests through Concur; handle check requests and vendor invoices in Workday.
• Manage CFO and Corporate Accounting team calendars; schedule meetings and coordinate conference rooms, AV and catering.
• Assist in generating PowerPoint presentations and coordinate slides from multiple sources.
• Create, manage, track and execute documents in Adobe.
• Support monthly tax filing deliverables and address tax notices with external accounting firm.
• Handle confidential Executive Compensation data and Board material with tact and discretion.
• Screen, respond to and direct inquiries professionally; arrange backup coverage as needed.

Skills

Interpersonal skills

Communication

Written skills

Planning

Critical thinking

Independence

Judgement

Creativity

Organization

Education

Bachelor’s degree

Tools

MS Word

Excel

PowerPoint

Outlook

Concur

Workday

MS Teams

Adobe Acrobat

AdobeSign

Job description

Clarion Partners, headquartered in New York, seeks an Executive Assistant to support the CFO and Corporate Accounting team in our NY office. The role covers travel logistics, expense processing in Concur/Workday, calendar management, and preparation of presentations and documents.

Advanced MS Office, Concur, Workday, MS Teams, and Adobe tools are required. Ideal candidates have 7+ years in financial services or corporate support, with impeccable confidentiality, strong communication, and the