Oxford Financial Group, Ltd.
  • - Client Service
  • Carmel, IN, USA
  • Full Time

Oxford Financial Group, Ltd.TM, is the premier multifamily office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under managemetn).  One of the largest independent RIA firms in the country, with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 families and institutions in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years.  With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in addressing the needs of eight and nine figure clients.

Position Summary:

An Executive Coordinator supports managers and teams by providing administrative support as well as, the coordination of special projects/reports and processing internal reports/forms.  The Executive Coordinator must demonstrate a commitment to extraordinary client service through timely, confidential responses, an exceptional work ethic and positive attitude.

Duties and Responsibiliities:

Data Management

  • Maintains various reports, logs and databases
  • Maintains updates to policies and procedures

Administrative Support

  • Prepares and distributes internal and external communication
  • Gatekeeper for activities
  • Compiles and reconciles expense reporting
  • Calendar management

Special Project Management

  • Scheduling new training opportunities
  • Assisting in the tracking of goals

 

Minimum Qualifications:

  • 4-year undergraduate degree in a related field
  • 5 years relevant work experience
  • Computer proficiency in the Microsoft Suite
  • Experience with Smartsheet and MS Share Point preferred
  • Experience with Salesforce.com, especially in report creation preferred
  • Project management/coordinator skillsets
  • Strong data management skills
  • Strong analytical skills
  • Ability to work in a high stress, fast paced environment
  • Ability to work independently and in a team environment
  • Excellent written and verbal communication skills with strong interpersonal skills



This position has been closed and is no longer available.
Oxford Financial Group, Ltd.

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