Executive Coordinator & Projects Specialist

ADP, Inc.; Minneapolis (MN); On-site; USD 52,000 - 68,000; Full time

Job summary

Oxford Investment Group in Minneapolis, MN seeks an Executive Coordinator to provide administrative support, handle confidential information, coordinate projects and reports, and promote a positive image through interactions with clients and advisors.

Responsibilities include preparing correspondence, organizing files and meetings, supporting business development, managing databases, arranging travel, and coordinating reports and marketing materials.

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

• Prepare 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
• 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

Excel

PowerPoint

Organization

Discretion

Analytical thinking

Education

B.S./B.A. preferred

Tools

Salesforce

Laserfiche

SmartSheets

Job description

Oxford Investment Group in Minneapolis, MN seeks an Executive Coordinator to provide administrative support, handle confidential information, coordinate projects and reports, and promote a positive image through interactions with clients and advisors.

Responsibilities include preparing correspondence, organizing files and meetings, supporting business development, managing databases, arranging travel, and coordinating reports and marketing materials.