What are the responsibilities and job description for the Executive Assistant to Senior Vice President of Finance and Chief Investment Officer position at Liberty University?
Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
The Executive Assistant of Finance Administration is responsible and accountable to the Senior Vice President of Finance and Chief Investment Officer (CIO). The Executive Assistant is responsible for assisting the Senior Vice President of Finance / Chief Investment Officer, managing office operations for the Investment Services Division, the Tax Department and managing the operational budget for the Division. This involves, but is not limited to, working with staff on related procedures, understanding and enforcing office and school policy, and working with other departments.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Schedule appointments and meetings for the Senior Vice President of Finance and CIO including but not limited to investment managers, vendors, auditors, advisors and internal staff.
- Answer the phone for the Investment Services Division in a professional manner.
- Assist in obtaining conflict of interest forms and other necessary compliance related materials for the Investment Staff Division.
- Review the State Street portal for any outstanding transactions for approval and coordinate approval when needed.
- Take minutes for the investment committee and other meetings as requested.
- Keep the division budget.
- Ensure all treasury and investment documents follow stated procedure for review and signature by the Senior Vice President of Finance and Chief Investment Officer and the Chief Financial Officer.
- Assist in the coordination with legal affairs of the review of legal documents by the Senior Vice President of Finance and Chief Investment Officer and the Chief Financial Officer.
- Keep master calendar and coordinate schedules for Investment Services conference room.
- Book travel arrangements for investment staff to ensure continuity.
- Prepare timely P-card reconciliations for the Senior Vice President of Finance and CIO and other senior investment staff as assigned.
- Ensure p-card reconciliations for investment staff are done on a timely basis and assist where necessary.
- Complete necessary budget paperwork such as requisitions, requests for checks, encumbrances, budget amendments, etc.
- Order office supplies and equipment.
- Maintain confidentiality at the highest level.
- Sign a conflict of interest for Investment Division.
- Promote Best Christian Workplace culture.
- Other duties as assigned.
SUPERVISORY RESPONSIBILITIES
QUALIFICATIONS AND CREDENTIALS
Education and Experience
Preferred Qualifications :
Minimum Qualifications :
ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB
Communication and Comprehension
Problem Solving
Physical and Sensory Abilities
WORKING CONDITIONS
Work Environment
The working environment in which one will typically perform the essential functions of this position is a climate-controlled office setting. It is well lighted and the noise level is moderate.
Driving Requirements
Employee will occasionally drive to campus, local, and distant locations. Use of one’s personal vehicle (or LU vehicles) is required for travel in the performance of the essential functions of this position. Proof of a valid Virginia driver’s license, an acceptable DMV record, and liability insurance is required.
Target Hire Date : 2024-10-31
Time Type : Full time
Location : Lynchburg - In Office
The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner...
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