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Executive Assistant / Job Req 1057285188

Hybrid role: External applicants must be a California resident as of their first day of employment.Internal applicants must live in their current approved state (The 6 approved states: CA, AZ, NV, TX, WA, OR).

PRINCIPAL RESPONSIBILITIES: Direct all administrative support functions in the Operations and Compliance/Regulatory Affairs departments.

Under general supervision of the Chief Operations Officer and the Chief Compliance & Privacy Officer, performs a variety of complex, responsible and confidential duties requiring thorough knowledge of organizational procedures and precedents, and performs routine clerical, administrative duties in support of multiple departments.

This position will also enhance COO/CCO/CPOs effectiveness by providing information management support.

This position requires the ability to work independently, maintain confidentiality, exercising judgment and initiative.

Other principal responsibilities include: Provide high level administrative support to the COO and CCO/CPO, and to Division directors as necessary and as directed by the COO or CCO/CPO.Assist the COO and CCO/CPO in initiation or completion of assignments or projects resulting from meetings; provides research information and materials.Establish and maintain efficient and organized day-to-day operations and determine which items can be responded to independently and which items may need immediate attention.Anticipate the needs of the COO and CCO/CPO office by independently researching and developing appropriate documents for meetings and determining priorities among issues and problems.Liaise and attend meetings necessary to perform duties and aid operational functions and development.Manage work in a confidential manner, ensuring information is shared with internal and external individuals as appropriate.Screen, prioritize and respond to incoming calls, emails, faxes and mail directed to the COO and CCO/CPO.

Independently responds to letters and general correspondence of a routine nature.Provides sophisticated schedule and calendar management; makes and confirms travel arrangements and arranges meetings, gathers information and contacts meeting participants.Provides backup/alternate high-level administrative support to other executives as needed.Operates general office equipment such as personal computer, copier, calculator, fax or other office machines.Review documentation for consistency, grammar and spelling.Transcribe notes for letters, memos, reports and meeting minutes, as needed.Research, compile and analyze data for special projects and create supporting multimedia presentations.Maintain and update applicable departmental organizational charts.Maintain and support schedules of other leaders, as assigned.Will perform other administrative support duties as assigned.

ESSENTIAL FUNCTIONS OF THE JOB Preparing reports, correspondence and written materials.

Assure that the COO and CCO/CPO are aware of time sensitive matters, conflicts, or required actions.

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