About this Opportunity:

As aSenior Executive Assistant, you will be responsible for providing high-level administrative support to multiple leaders. This person will manage and ensure the effectiveness of the companys administrative tasks and issues such as scheduling, planning, and facilitating office meetings and other administrative actions. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, youll get to:

Maintain executive(s) calendars, resolve scheduling conflicts, prioritize calendar events, keep all contacts up to date, schedule/organize meetings for team (weekly, monthly, quarterly), assist executive(s) with travel arrangements (airfare, train, hotel, rental car), and register executive(s) for conferences or classes
Administrative support to executive(s) by creating PowerPoint presentations, Excel spreadsheets, print reports, bind presentations, make copies, filing, data entry, distribute mail to department members, assist with any other general administrative needs
Monitor office supplies, ensure the kitchen areas are maintained, and order lunches for meetings and other special orders as needed
Monitor office supplies, ensure the kitchen areas are maintained, and order lunches formeetings and other special orders as needed
Plan/coordinate ongoing team meetings, team building events and offsite meetings
Manage relationships and expenses for: vending, USPS, UPS, FedEx, office equipment,office supplies, kitchen supplies, shredding bins, and plants
Periodically evaluate expensesand retain new vendors if warranted
Maintain contact with building facilities management and other companies as necessary to ensure proper standards are met for housekeeping, maintenance, fire alarm, etc.
Maintain contact to work with Orion Facilities Management for support of Utah office
Manages and submits Expenses on a monthly basis (or more frequent as needed)
Promotes Orion OCIOs investment products and services by delivering key messages to current advisors
Maintain knowledge of services available to OCIO clients and advisors-based client needs; this includes Trading, Portfolio Analysis and Construction, Money Manager Due Diligence, and Tax Harvesting services
Builds, grows, and maintains new and existing advisory relationships
Maintains current advisor contact database utilizing Salesforce
Distributes materials to team members, advisors, and clients
Prepares special reports and material for advisors as needed
Completes all assigned campaigns as assigned by managers

Were looking for talent who:

Preferably has a high school diploma/GED; Bachelors degree
Has minimum of 3 years of experience as an executive assistant or in a similar role
Has experience with executive-level calendar management and multiple calendar management as well as executive email inboxes
Maintains a high level of integrity and discretion in handling confidential information and dealing with professionals both inside and outside of the company
Possess prior experience coordinating event logistics
Obtains Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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Salary Range:

$53,633.00 - $78,768.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.