Job Description

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Executive Assistant is a go-to influencer of executive effectiveness and the associate experience. This role clears the path for productivity and helps drive new efficiencies to deliver world-class client, associate, and operational excellence.

Responsibilities:

Executive Assistant Core Functions:

• Provides firm CEO and Executive leaders with administrative support and assistance with:
• Processing business expenses in a timely fashion
• Booking travel and accommodations and arranging business entertainment experiences
• Preparing memos, letters, forms & presentations on behalf of firm Executives
• Managing calendars and scheduling appointments in Outlook and Teams
• Assembling meeting materials, booking room reservations and anticipating meeting needs

Administration Core Functions:

• Create and manage a positive office experience for associates by:
• Creating and maintaining an exceptional visitor experience
• Greet and direct visitors and vendors; create and maintain an exceptional visitor experience
• Reception duties, answering telephones/directing callers to the appropriate associate
• Maintaining office supplies, kitchen supplies, tools, and resources
• Preserving and maintaining a clean, safe, and organized office
• Coordinating and/or leading firm events, including catering requests
• Proactively identifying and resolving office needs
• Providing administrative support and assistance with assembling meeting materials, booking room reservations, and anticipating meeting needs
• Client Report Printing, including mailing reports
• Receives, sorts, and distributes mail
• Premises maintenance requests
• Develops, improves and maintains administrative processes, procedures and forms
• Performs other Operations duties and assists with ad-hoc requests and projects

Required Education, Professional & Technical Experience

• Bachelor’s degree preferred
• 5 years of Executive Administrative support experience or other relevant experience
• Expert in Microsoft Suite
• Concur Solutions experience is a plus

Essential Traits

• Thoughtful ability to establish rapport and build relationships
• Adaptability when priorities shift and able to work independently
• Exceptional communication in a public setting with notable writing and presentation skills
• Sound judgment and problem-solving skills
• Innovative, curious, and enthusiastic
• Must maintain unwavering discretion and confidentiality with sensitive information
• Proven prioritization and time management skill
• Detail-oriented with a high level of accuracy and organization
• Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging
• Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism

Work Environment & Travel Requirements

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with four days in one of our professional office environments and one day remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $74,000 - $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

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