Sr. Office Manager, Enterprise & Financial Solutions

FINRA

2mo ago

Job
Full-time
Expert Level
Banking & Finance
Rockville
Quick Apply

AI generated summary

You need a high school diploma, 10 years of admin experience, proficiency in Microsoft Office and Zoom, expertise in travel/expense tools, and strong verbal communication skills.
You will support leadership and the EFS team with scheduling, logistics, budget oversight, compliance liaison duties, and managing communications and administrative processes.

Requirements

Education/Experience Requirements:
High school diploma or equivalent. Additional education or training preferred.
Minimum 10 years of related administrative experience.
Significant experience utilizing full suite of Microsoft Office applications, including Word, PowerPoint, Excel, and Teams.
Expertise utilizing Zoom (scheduling, virtual meeting tools, etc.) or other virtual meeting software.
Significant experience utilizing and working on travel and expense tools, including preparing expense reports, and making complex travel reservations. Workday experience a plus.
Experience providing high level administrative support to executive management.
Exceptional verbal and communication skills.

Responsibilities

Provide administrative support to Enterprise & Financial Solutions (EFS) leadership, and to the EFS team overall, including scheduling complex meetings and events, and travel and expense support.
Oversee and resolve, as appropriate, administrative processes for the overall EFS team, including but not limited to, equipment and supplies, network and security access set-up/issues, corporate credit cards, office space coordination, etc. consistent with FINRA and EFS policy.
Serve as the main point of contact for EFS leaders and staff on administrative-related questions and concerns, independently resolving or escalating issues as needed. This includes managing the EFS Outlook mailbox, and any other requests and inquiries that are raised.
Compose, provide, edit and support written communications, reports, spreadsheets, and presentations on behalf of EFS leadership.
Manage and coordinate all logistics of departmental meetings (i.e., EFS Forums, Manager Meetings, Trainings, etc.). This includes budgeting and vendor management, preparing agenda topics with leadership, scheduling and managing invites, gathering information, creating agendas, and providing presentations and other materials as needed, booking meeting space and catering, participating in the departmental meetings, and noting any meeting follow-ups. As needed, partnering with FINRA Meetings and Conferences team, to coordinate meeting logistics.
Assist senior leadership in oversight of Finance administrative budget (i.e., spend, overage, monitor, request).
Support Finance invoicing and consulting contracts, POs, and PRs - working with OGC, Procurement and Accounts Payable to ensure appropriate paperwork is completed, submitted, processed, and paid.
Oversee the process of granting and modifying user access to various Finance systems.
In partnership with the Compliance Senior Principal Analyst of Finance, act as the administrative liaison for Finance in all areas of Records Policy, data protection and business continuity ensuring full compliance. This includes but is not limited to records retention and destruction, policy, and procedures updates of all compliance issues, required departmental training on compliance issues, compliance schedules, etc.
Manage and update EFS trackers and dashboards, as needed, to support the Chief of Staff Business Enablement team.
Provide any other related administrative support of a highly sensitive and confidential nature.

FAQs

What are the essential job functions of a Senior Office Manager in Enterprise & Financial Solutions (EFS)?

The essential job functions include providing administrative support to EFS leadership, resolving administrative processes for the EFS team, serving as a main point of contact for EFS leaders and staff, composing written communications, managing departmental meetings, overseeing Finance administrative budget, supporting Finance invoicing and contracts, managing user access to systems, acting as an administrative liaison for compliance issues, updating EFS trackers and dashboards, and providing other sensitive administrative support as needed.

What are the education/experience requirements for a Sr. Office Manager in Enterprise & Financial Solutions?

The education/experience requirements include a high school diploma or equivalent, 10 years of related administrative experience, proficiency in Microsoft Office applications, expertise in virtual meeting tools like Zoom, experience with travel and expense tools, experience providing high level administrative support to executive management, and exceptional verbal and communication skills.

What are the work conditions for a Senior Office Manager in Enterprise & Financial Solutions?

The work is normally performed in a hybrid office environment, occasional travel between FINRA offices may be required, and there may be overtime and flexibility of work hours required.

FINRA

Financial Industry Regulatory Authority

Finance

Industry

1001-5000

Employees

2007

Founded Year

Mission & Purpose

FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in which America’s 90 million investors can feel confident. With more than 3,500 employees nationwide, FINRA is committed to a diverse, high-performance workplace. We recognize that it’s the hard work, passion and dedication of our team that makes FINRA the strong, successful organization it is. That’s why we offer a competitive compensation, benefits and services package. And at FINRA, we offer more than just a job; we provide employees with the learning and educational tools needed to enhance their knowledge, talents and abilities—whether it’s an online course to enhance productivity or a seminar to maximize leadership skills. At FINRA, we believe your work can be your passion.