Executive Coordinator in Minneapolis, Minnesota at Oxford Financial GRP

Department:	Investment Management Group
Reports To:	Managing Director & Oxford Investment Fellow
FLSA Status:	Non-Exempt
Location:	Minneapolis

POSITION DESCRIPTION

The Executive Coordinator provides administrative assistance through general office duties, coordinates special projects and reports, handles confidential information, processes internal reports and forms, and promotes a positive image for Oxford through client and advisor interaction.

DUTIES & RESPONSIBILITIES

General Office & Administration

Prepares correspondence in all formatsOrganizes and maintains filing systems and investment bindersCoordinates internal and external meetings Supports Business Development initiatives, including development and updating of presentationsManages contact database, Hub and related systemsArranges travel for Managing Directors

Special Project Coordination

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

Stakeholder Communication

Researches and responds to inquiries from clients and Oxford associatesManages and prioritizes internal requests for the team; documents actions takenCommunicates needs to other departments and maintains follow-up records

Meeting Preparation & Records Management

Completes expense reports in Concur, including reconciliation of statements, identification of discrepancies and correction coordination Coordinates preparation and distribution of client and internal meeting materialsCoordinates creation and maintenance of internal and external marketing materials Actively involved in all internal meetings, assisting as neededPrepares meeting agendas and minutes for subcommittee meetingsPrepares various other reports as assigned

Additional Duties

Other duties as assigned

QUALIFICATIONS

Three years business experience in a related field; B.S./B.A. preferredMinimum 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 skillsHighly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrentlyProven analytical and problem‑solving skills with ability to produce accurate, data‑driven workProfessional demeanor with an uncompromising respect for discretion and confidential mattersAble to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completionAbility to adapt, learn and navigate custom systems such as Salesforce, Laserfiche, SmartSheets and other systems used by the department

WORKING CONDITION

Long periods of sitting, utilizing a computerThis is an onsite role working in the office full-time. Limited travel as business needs necessitate