Executive Assistant - Multi Asset Solutions Team

Franklin Templeton Investments - San Mateo, CA4.0

30+ days agoFull-time
Executive Assistant - Multi Asset Solutions Team-824025

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, 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.

What is the opportunity?

We are looking for an Executive Assistant to join our team Multi-Asset Solutions team at our corporate headquarters in San Mateo, CA. The Executive Assistant will provide administrative support to several senior leaders of the Multi-Asset Solutions team.

What is the Franklin Templeton Multi-Asset Solutions (FTMAS) group responsible for?

The Multi-Asset Solutions team designs, builds and manages multi-asset portfolio solutions, utilizing a top-down and bottom-up research approach in order to deliver diversified, actively managed investment strategies to institutional and retail clients.

What are the ongoing responsibilities of an Executive Assistant?
Provide administrative support to executives, responsibilities include calendar maintenance, meeting coordination, staff relocations, phone coverage, ordering office supplies, email, correspondences, incoming/outgoing mail, filing, and scanning.
Manage day to day communication between executive and company staff or outside business clients and contacts.
Coordinate complex domestic and international travel plans. Assist with creation of travel binder, including agenda details and subsequent expense report submission process.
Ensure that department invoices and expense reports are processed timely and accurately.
Coordinate legal document signing.
Receive and greet visitors while maintaining the highest level of professionalism.
Assist with planning and coordination of department events and meetings, which includes reserving meeting room, audio/visual equipment, catering and other resources.
Compile and analyze information relevant to department projects.
Prepare spreadsheets, written documents and PowerPoint presentations.
Assist with creation and distribution of communications.
Maintain and track department budgets.
Work with other business units (e.g. Technology, Facilities, etc.) to facilitate system access, physical relocations, etc.

What ideal qualifications, skills and experience would help someone to be successful?

This Position Requires:
At least 5+ years of administrative experience supporting senior management in a
professional environment.
Associates Degree in Business administration or related field or Administrative certification preferred.
Experience working with members of senior management and high-profile clients.
Strong communication skills, both written and verbal.
Solid organizational skills, ability to organize and maintain orderly files and records.
Ability to maintain confidentiality and exercise independent judgment consistent with department guidelines.
Ability to prioritize and perform multiple tasks in a fast-paced environment.
Ability to assess and solve problems quickly with little direction.
Ability to work well under pressure and adapt to unexpected circumstances.
Strong attention to detail; ability to accurately proofread documents.
Strong proficiency with Microsoft Office Applications (Word, Excel, PowerPoint) and SharePoint.
Ability to conduct oneself in a professional manner in a corporate office environment.
Experience in the finance industry or a corporate environment preferred.
What makes Franklin Templeton Investments 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, 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 Investments 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 http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.


JOB FUNCTION: Administration
PRIMARY LOCATION: United States-California-San Mateo
SCHEDULE: Full-time
JOB POSTING DATE: Aug 8, 2018, 10:15:10 AM