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Executive Assistant

CI Financial Careers

Columbus, OH

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JOB DETAILS
SKILLS
Administrative Skills, Calendar Management, Communication Skills, Computer Security, Conference Management, Customer Experience, Detail Oriented, Distribution Channel, Establish Priorities, Executive Assistant Skills , Expense Reports, Federal Government, Flexible Spending Accounts, High Net Worth, Homeland Security, Information/Data Security (InfoSec), Logistics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Microsoft Word, Multitasking, Non-Disclosures, Physical Demands, Presentation/Verbal Skills, Printing, Problem Solving Skills, Project/Program Coordination, Project/Program Management, Relationship Management, Sales Management, Social Security Administration, Systems Maintenance, Team Player, Technical Support, Time Management, Travel Planning, Wealth Management
LOCATION
Columbus, OH
POSTED
Today
Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities theycare about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we wouldlike to meet you.

Responsibilities
  • Calendar management for multiple managers and associated teams. Scheduling meetings and resolving conflicts; coordinating and prioritizing internal and external meetings
  • Working within a team environment and providing back-up coverage to other assistants and aiding with manager's calendars, daily projects
  • Ownership of day-to-day administrative tasks, i.e. time entry, mailings, and expense reports
  • Coordinating conference rooms, video/conference details, IT support, security badges and all meeting logistics
  • Relationship management by developing and maintaining strong connections across teams, with client counterparts and vendors
  • Coordinating travel arrangements including all logistics as well as Travel & Expense Reports
  • Working with Executives and admins to edit, format, prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality; printing and binding presentations to distribute to attendees; facilitating secure and seamless information flow by ensuring who, what, when, where for all activities relating to sensitive data; maintain filing systems
  • Organizing team-building events and employee engagement opportunities
  • Fielding inquiries to appropriate team members, responding to employee inquiries, and ensuring a timely response to urgent issues
  • Ad hoc errands and requests
  • Opportunity to get further involved with Executive support and project managing of internal and Client projects to accommodate needs including special projects and ad-hoc assignments
Qualifications & Requirements
  • 3-4 years administrative experience providing exceptional support to multiple individuals and frequent interaction with senior executives
  • Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
  • Exceptional organization and time management skills with great attention to detail
  • Positive and collaborative attitude, assertive but flexible personality to meet the changing needs of the environment; highly reliable, responsible, and responsive
  • Ability to interact with senior leaders (at all levels) in a fast-paced environment, while remaining flexible, proactive, resourceful, and efficient
  • Ability to effectively manage/coordinate simultaneous projects, and successfully prioritize and multi-task with sound judgment; understands urgency
  • Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
  • Demonstrates emotional intelligence and strong communication skills
  • Bachelor's degree preferred
  • Experience using PC; Proficiency in the Microsoft Office Suite including Word, Excel, PowerPoint, Outlook and Visio
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days


Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

About the Company

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CI Financial Careers

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