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

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

Location : Lynchburg - In Office

The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner. In compliance with Title VII of the 1964 Civil Rights Act, and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including state of employment protected classes. The University is a Christian religious-affiliated organization; and as such, is not subject to religious discrimination requirements. The University’s hiring practices and EEO discrimination practices are in full compliance with both federal and state law. Federal law creates an exception to the “religion” component of the employment discrimination laws for religious organizations (including educational institutions), and permits them to give employment practice preference to members of their own religious beliefs.

Responsibilities

• Schedule appointments and meetings for the Senior Vice President of Finance and CIO including but not limited to investment managers, vendors, auditors, advisors and internal staff
• Answers the phone for the Investment Services Division in a professional matter.
• Assists in obtaining conflict of interest forms and other necessary compliance related materials for the Investment Staff Division.
• Review the State Street portal for any outstanding transactions for approval and coordinates approval when needed.
• 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 by the Senior Vice President of Finance and Chief Investment Officer and the Chief Financial Officer.
• Assists in the coordination with legal affairs of the review of legal documents by the Senior Vice President of Finance and Chief Investment Officer and the Chief Financial Officer.
• 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 as assigned.
• Ensures p-card reconciliations for investment staff are done on a timely basis and assist where necessary.
• 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

Supervisory Responsibilities

Qualifications And Credentials

Education and Experience

Preferred Qualifications

Abilities And Competencies Essential To The Function Of The Job

Physical And Sensory Abilities

Working Conditions

Work Environment : The working environment is a climate-controlled office setting with moderate noise and good lighting. Driving Requirements : Employee will occasionally drive to campus, local, and distant locations. Use of personal vehicle (or LU vehicles) is required for travel in the performance of the essential functions. Proof of a valid Virginia driver’s license, an acceptable DMV record, and liability insurance is required.

Target Hire Date : 2024-10-31

Time Type : Full time

Location : Lynchburg - In Office

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