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EXECUTIVE ASSISTANT & OFFICE MANAGER - GENERAL DESCRIPTION
The Executive Assistant & Office Manager (EA) is responsible for the general operations of the office of PFM Capital Inc. and acts as a support to both the investment and business development functions of the organization. The EA will work closely with senior management to ensure the accurate and effective delivery of services to various stakeholder groups. The EA will also be required to accurately fulfill some of the administrative needs of the investment team. The successful candidate will prefer to work independently, with minimal supervision and will have a strong work ethic. Working directly with the entire team at PFM, the position requires an individual with superior interpersonal skills and emotional intelligence.
PRIMARY RESPONSIBILITIES
2.The EA will execute the following responsibilities
Maintaining the offices of PFM and assisting with building management;
All administrative work flow associated with all funds under management;
Timely and accurate response to investor service requests;
Coordination of external stakeholders and information packages;
Ensuring the accuracy of data collected by PFM;
Coordination and execution of Investment Administration; and
Coordination of executive scheduling as needed.
3. Relationship Management - The EA will be the first point of contact for many external stakeholders of PFM and must understand the need for client confidentiality and exude a positive, welcoming attitude.
KNOWLEDGE AND SKILL REQUIREMENTS
A positive attitude and high level of energy would be helpful in fulfilling the requirements of the position.
Working knowledge of Microsoft Office including Word, Excel, PowerPoint and Outlook are a must.
Essential Skills
- Reading text
- Document use
- Writing
- Oral communication
- Working with others
- Problem solving
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Specific Skills
- Prepare papers for consideration and presentation by executive committees and boards of directors
- Prepare agendas
- Make arrangements for committee, board and other meetings
- Establish and co-ordinate administrative policies and procedures
- Compile Data
Work Setting
- Business or corporation
Work Conditions and Physical Capabilities
- Fast-paced environment
- Tight deadlines
- Attention to detail
Business Equipment and Computer Applications
- MS Access
- MS Excel
- MS PowerPoint
- MS Word
- Electronic Mail
- Database software
- Presentation software
- General office equipment
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