Description

Possible Contract to Hire

Onsite position located in Minneapolis

5+ Years Experience

Overview:

Typical responsibilities include business planning goal setting financial management document creation department communications and overall oversight of the office to proactively drive the business unit and Advice Wealth Management agenda.

Responsibilities:

Serve as a central point of contact for internal stakeholders exercising strong interpersonal skills.

Accountable for general business management activities including annual business unit planning budget/expense management and monitoring of progress against operational financial and strategic objectives and goals.

Prioritize coordinate and facilitate communication between executives and among the various departments.

Draft and edit correspondence presentations and other documents on behalf of executives.

Take ownership to ensure strong materials and agendas for a variety of meetings such as regular business line reviews Leadership Team meetings Town Halls Huddles staff meetings etc. Ensure logistical arrangements are in place such as audio/visual/conference room requirements.

Attend meetings take notes and distribute relevant documentation as needed

Proactively monitor future business unit engagements and needs to ensure timely preparation etc

Develop fluency in the groups key strategic priorities.

Periodically lead large-scale initiatives or other ad hoc requests to completion.

Drive clarity across functional groups in a complex and ambiguous environment.

Job Requirements:

5+ years professional work experience in a related field

Bachelors degree in relevant field

Above average knowledge of financial services

Excellent relationship and interpersonal skills along with the demonstrated ability to work cross-organizationally with groups such as the leadership team across the business lines and across all corporate functions/partners Finance Human Resources General Counsels Office Corporate Communications Marketing etc.

Strong process and project management skills including the ability to independently disaggregate problems into defined work plans to meet deadlines.

Demonstrate self-motivation with the ability to work independently and with high attention to quality.

Candidates may reach out to barbara.strohoffer @roberthalf. for more info

Requirements

Marketing Coordinator

Excellent writing skills

Project management

Able to work on site in Minneapolis MN

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