Executive Coordinator & Projects Lead

Oxford Financial Group, Ltd.; Minneapolis (MN); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Oxford Financial Group, Ltd. in Minneapolis, MN seeks an Executive Coordinator to provide administrative assistance, coordinate projects and manage confidential information. You will support the Investment Management Group, prepare reports, organize meetings, travel arrangements and client-facing materials.

The role requires strong communication, discretion, and proficiency with Microsoft Office. You will work independently and with cross-functional teams to ensure timely, accurate deliverables

Qualifications

• Three years business experience in a related field; B.S./B.A. preferred.
• Minimum of three years’ administrative experience
• Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
• Proficient with Microsoft Office (including Excel); with advanced Power Point skills
• Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Proven analytical and problem‑solving skills with ability to produce accurate, data‑driven work
• Professional demeanor with an uncompromising respect for discretion and confidential matters
• Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion
• Ability to adapt, learn and navigate custom systems such as Salesforce, Laserfiche, SmartSheets and other systems used by the department

Responsibilities

• Prepares correspondence in all formats
• Organizes and maintains filing systems and investment binders
• Coordinates internal and external meetings
• Supports Business Development initiatives, including development and updating of presentations
• Manages contact database, Hub and related systems
• Arranges travel for Managing Directors
• Organizes and maintains projects as assigned, including creating special reports for meetings, coordinating with other departments on production of reports, and preparing for out-of-town meeting events and conferences
• Researches and responds to inquiries from clients and Oxford associates
• Manages and prioritizes internal requests for the team; documents actions taken
• Communicates needs to other departments and maintains follow-up records
• Completes expense reports in Concur, including reconciliation of statements, identification of discrepancies and correction coordination
• Coordinates preparation and distribution of client and internal meeting materials
• Coordinates creation and maintenance of internal and external marketing materials
• Actively involved in all internal meetings, assisting as needed
• Prepares meeting agendas and minutes for subcommittee meetings
• Prepares various other reports as assigned
• Other duties as assigned

Skills

Communication skills

Organization

Analytical skills

Discretion

Interpersonal skills

Project coordination

Team collaboration

Education

Bachelor's degree preferred

Tools

Salesforce

Laserfiche

SmartSheets

Concur

Job description

Oxford Financial Group, Ltd. in Minneapolis, MN seeks an Executive Coordinator to provide administrative assistance, coordinate projects and manage confidential information. You will support the Investment Management Group, prepare reports, organize meetings, travel arrangements and client-facing materials.

The role requires strong communication, discretion, and proficiency with Microsoft Office. You will work independently and with cross-functional teams to ensure timely, accurate deliverables