Executive Assistant to the Head of Business Development

Employment Type

: Full-Time


: Miscellaneous

Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions. At Franklin Templeton, everything is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries Our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. Fiduciary Trust is hiring an Executive Assistant (EA) to provide dedicated support to our Head of Business Development who is based in San Mateo, CA. The EA will join our small office consisting of 12 wealth management and trust professionals. The ideal candidate is a detail-oriented professional, operating with sophistication and discretion. Responsibilities: * Provides comprehensive and proactive administrative support including complex calendar management and scheduling and email/ correspondence support. * Assists with all aspects of business travel management, agenda details and expense report submission * Creates and edits presentation materials * Plans and coordinates events and meetings, which may include reserving meeting rooms, preparing materials, circulating agenda, booking venues, and catering * Receives telephone calls, screening priorities and responding appropriately * Ensures invoices and expense reports are processed timely and accurately * Provides superior client service to visitors and callers; maintains the highest level of professionalism and composure under pressure Ideal Qualifications: * 6+ years' work experience, preferably senior level executive administration and/or project management roles * Experience working within the financial services industry preferred * Experience working with members of senior management and high-profile clients; must be confident in communicating with clients and business partners of varying seniority * Professional demeanor with the ability to demonstrate initiative and clear decision making * Detail-oriented with strong organizational and time management skills * Strong oral and written communication skills * Solid organizational skills; ability to organize and maintain orderly records * Ability to maintain confidentiality and exercise independent judgment * Ability to prioritize and perform multiple tasks in a fast-paced environment * Ability to work well under pressure and adapt to unexpected circumstances * Strong technical aptitude and proficiency with MS Office (e.g. Word, Excel, PowerPoint, Outlook) #LI-US #ASSOCIATE What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, 'I AM Franklin Templeton' . Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company and our career opportunities. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

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