Executive Assistant to CFO – Travel & Finance Support

Franklin Templeton; New York (NY); Sur place; USD 120 000 - 140 000; Plein temps

Résumé du poste

Clarion Partners, based in New York, seeks an Executive Assistant to support the CFO and Corporate Accounting team. You will manage calendars, travel, correspondence, and meeting logistics while handling confidential information with discretion.

Responsibilities include coordinating complex travel, expense reporting via Concur, preparing presentations in PowerPoint, and ensuring timely tax deliverables. Strong communication and organizational skills are essential.

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, independent, responsible, energetic, dependable, and capable of organizing a diverse workload.
• Ability to work with minimal direction, exercise good judgment and creativity in a fast-paced, team-oriented environment.
• Demonstrated ability to maintain confidentiality and use good judgment with tact and diplomacy.
• Experience arranging complex and extensive travel, domestically and internationally, is essential.
• Experience handling tax processing and IRS filings.

Responsabilités

• Coordinate travel arrangements, domestic and international, with detailed agenda and cost savings in mind.
• Process travel expense reports and conference requests through Concur.
• Check requests, vendor invoices, and payment entries in Workday.
• Manage calendars and scheduling.
• Organize meetings with conference rooms, AV and catering for internal and external events.
• Assist in generating PowerPoint presentations and coordinate slides from various sources.
• Create and manage documents in Adobe.
• Support monthly tax filing deliverables and address time-sensitive tax notices with accounting firms.
• Handle executive compensation data and board materials with confidentiality and tact.
• Promptly screen and direct inquiries in a professional manner.
• Coordinate backup administrative coverage as needed.
• Other duties as assigned.

Connaissances

Interpersonal skills

Communication skills

Written skills

Planning

Critical thinking

Independent self-starter

Discretion/confidentiality

Calendar management

Travel coordination

Problem solving

Formation

Bachelor's degree

Outils

Concur

Workday

MS Teams

Adobe Acrobat

Adobe Sign

Excel

PowerPoint

Outlook

Microsoft Word

Description du poste

Clarion Partners, based in New York, seeks an Executive Assistant to support the CFO and Corporate Accounting team. You will manage calendars, travel, correspondence, and meeting logistics while handling confidential information with discretion.

Responsibilities include coordinating complex travel, expense reporting via Concur, preparing presentations in PowerPoint, and ensuring timely tax deliverables. Strong communication and organizational skills are essential.