Executive Assistant to Senior Vice President of Finance and Chief Investment Officer

Executive Assistant Of Finance Administration

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
• Answers the phone for the Investment Services Division
• Assists in obtaining conflict of interest forms and other necessary compliance related materials
• Review the State Street portal for any outstanding transactions for approval
• Takes minutes for the investment committee and other meetings as requested
• Keeps the division budget
• Ensures all treasury and investment documents follow stated procedure for review and signature
• Assists in the coordination with legal affairs of the review of legal documents
• Keeps master calendar and coordinates schedules for Investment Services conference room
• Books travel arrangements for investment staff to ensure continuity
• Prepares timely P-card reconciliations for the Senior Vice President of Finance and CIO and other senior investment staff
• Completes necessary budget paperwork such as requisitions, requests for checks, encumbrances, budget amendments, etc.
• Orders office supplies and equipment
• Maintains confidentiality at the highest level
• Signs a conflict of interest for Investment Division
• Promotes Best Christian Workplace culture
• Other duties as assigned

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.