Executive Assistant, Corporate Governance

The Executive Assistant, Corporate Governance plays a key role in ensuring the smooth operation of the Board of Governors and its committees by providing comprehensive project-planning and organizational support. This position involves managing all aspects of board and committee meetings, including scheduling, venue arrangements, and logistical coordination. The Executive Assistant, Corporate Governance is also responsible for the timely preparation and distribution of board documents, such as agendas, minutes, and reports, while maintaining strict adherence to corporate governance and compliance standards.

In addition to acting as the central point of communication between board members, executives, and other senior-level stakeholders, this role requires discretion in handling confidential information. The successful candidate will thrive in a fast-paced environment, possess strong organizational skills, and maintain a high level of professionalism in supporting the board’s overall function.

The position will report to the Head, Corporate Governance.

What You Will Bring

This position is required to handle highly confidential matters and materials with discretion. The responsibilities of this position include, but are not limited, to: 

• Organize, schedule, and coordinate board and committee meetings, including securing venues, preparing agendas, and managing logistics such as catering, technology needs, and room setup.

• Prepare, distribute, and manage all board materials including agendas, minutes, reports, and presentations, ensuring timely and accurate information is provided ahead of meetings.

• Maintain accurate records of board proceedings, resolutions, and decisions. Ensure all board actions comply with company policies, legal requirements, and corporate governance standards.

• Serve as the primary point of contact between board members, executives, and external stakeholders and ensure timely and effective communication of key decisions, updates, and follow-ups.

• Manage sensitive and confidential information with discretion, ensuring appropriate levels of security and privacy are maintained in accordance with company policies.

• Assist in the orientation and onboarding of new board members by providing them with the necessary documentation, resources, and training to understand their roles and responsibilities.

• Plan and support board-related events, including annual retreats, strategy sessions, and networking events, ensuring all logistical details are handled professionally.

• Track and follow up on action items from board meetings, ensuring deadlines are met and keeping the board informed on progress.

What We’re Looking For

• Bachelor’s Degree or an equivalent combination of education and experience.

• Minimum -5+ years of related experience in a professional office environment with senior leadership/C-suite or Board interaction, and a positive, can-do attitude required. 

• High degree of competency in MS Office Suite, including Word, PowerPoint, Excel, and Outlook.

• Ability and willingness to quickly learn how to use various web-based tools and organizational platforms and systems (i.e., Survey Monkey, Diligent, Cvent, Concur, NetSuite, Adaptive, etc.) required.

• Fluency in English required.

• Must have exceptional time-management skills.

• Must have outstanding attention to detail.

• Must be competent in juggling competing priorities and adapting to changing expectations (agile).

• Excellent communication skills, including verbal, listening, presentation, and especially superior writing capabilities required.

• Ability to handle highly confidential matters and materials with discretion and a high degree of professionalism required.

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $70,000 - $110,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

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About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness, education, and support programs

If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

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