Administrator, Corporate Relations & Research

The Administrator for Corporate Relations and Research provides administrative support to the Managing Director of Corporate Relations and Head of Research. 

• All materials going out from the Managing Director of Corporate Relations and Head of Research are accurate, professional, and timely and reflect positively on the staff leadership and the organization.
• Ensures both the Managing Director of Corporate Relations and Head of Research can function efficiently and effectively in performing their role for the organization. 
• Anticipates Managing Director of Corporate Relations and Head of Research practices’ needs and provides answers, solutions and options to ensure those needs are met. 
• Responds to the assignment of tasks and projects with an appropriate sense of urgency, grace and professionalism.  
• Anyone who interacts with the Managing Director of Corporate Relations and Head of Research offices (e.g. Board members, staff, CFP® professionals the public, regulators, volunteers, etc.) feels heard, respected and confident in the answers or next steps provided. 
• Communications are highly professional and utmost confidentiality is maintained at all time

Essential Functions 

• Performs a wide range of administrative support tasks in support of the work of the Managing Director of Corporate Relations and Head of Research, including creating and maintaining filing systems, answering incoming calls, and monitoring email boxes and responding to emails. 
• Prepares correspondence including letters, agendas, itineraries and reports at the direction of the Managing Director of Corporate Relations and Head of Research.    
• Assists the Managing Director of Corporate Relations and Head of Research with managing department budgets, including coding and submitting invoices in a timely fashion and tracking expenses.  
• Reviews, proofreads and edits documents prepared for the Managing Director of Corporate Relations and Head of Research signature. Ensures that acceptable format is followed. 
• Coordinates and facilitates the Managing Director of Corporate Relations and Head of Research calendars to arrange appointments and meetings; gathers appropriate data as required and reschedules existing appointments as deemed appropriate; maintains the departmental calendar.
• On behalf of the Managing Director of Corporate Relations and Head of Research, makes travel arrangements, prepares accurate and detailed itineraries and prepares, compiles and submits travel vouchers and expenses in accordance with the organization’s reimbursement policies and application.
• Anticipates Managing Director of Corporate Relations and Head of Research’s needs and provides answers, solutions and options to ensure those needs are met. 
• Coordinates mass mailings; works with email distribution service and survey data entry.
• Develops PowerPoint presentations and other meeting collateral.
• Develops and maintains Excel and Word documents for both Managing Director of Corporate Relations and Head of Research.
• Support Corporate Relations team in the pulling, scrubbing, and analyzing of firm and candidate related data.
• Capture notes from meetings, input in Salesforce, and use to prepare the appropriate materials for subsequent meetings.
• Other job-related duties as assigned or necessary.

Background/Skills/Abilities Preferred 

• Bachelor’s degree
• 2 or more years’ experience in an office setting
• Intermediate level Microsoft office Suite (Word, Excel, PowerPoint) skills
• Familiarity with SalesForce, preferred
• Strong multitasking and prioritization skills.
• Strong travel and logistical planning skills.  
• Exceptional organization and verbal and written communication skills.  
• Possesses excellent attention to detail in composing, typing and proofing written correspondence and materials.  
• Advanced knowledge of Excel spreadsheets and PowerPoint.  
• Ability to meet deadlines.  
• Ability to work independently within approved guidelines and protocols.
• Ability to research and interpret material and present results in consolidated reports and graphs.
• Effective intra-office and external communications skills and professional demeanor. 

About CFP Board 

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER^TM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.  

CFP^® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. 

This position works on programs which are part of the 501 (c)(6). 

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time. 

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $55,000.00 to $62,000.00.  In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.