Provide advanced administrative support to senior sales professionals: manage expense reports in Concur, calendars and meetings (Zoom/Teams), coordinate travel and client entertainment, update Salesforce client data, assist collections, and handle confidential information while supporting team projects.
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Provides advanced administrative support for senior sales professionals to ensure that both internal and external client needs are met. Assists with administrative details of a confidential nature. Must be comfortable in a fast-paced environment with multiple tasks and projects at hand, self-directed and able to work without supervision, energetic and eager to tackle new projects.
Responsibilities:
Qualifications:
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Provides advanced administrative support for senior sales professionals to ensure that both internal and external client needs are met. Assists with administrative details of a confidential nature. Must be comfortable in a fast-paced environment with multiple tasks and projects at hand, self-directed and able to work without supervision, energetic and eager to tackle new projects.
Responsibilities:
- Prepare expense reports for sales representatives in Concur, following DFIN's expense policies.
- Manage calendars, including making appointments, setting up meetings through Zoom and Microsoft Teams.
- Coordinate and arrange travel, including hotel booking and transportation.
- Process sensitive data properly to ensure protection of confidential information.
- Promote the concept of working together as a team to build continual improvement with company and departments.
- Perform other related duties and participate in special projects.
- Manage and update client information in Salesforce, including client outreach and follow up as directed.
- Help coordinate client entertainment ticket distribution.
- Assist in managing collections efforts for sales.
Qualifications:
- HS diploma or equivalent with 5-6 years of relevant administrative/operational support in office environment directly related to the duties of the job, OR demonstrated ability to meet the job requirements through a comparable number of years of work experience. May possess additional education certification in this level.
- Requires excellent knowledge of functional area(s) related to the job or good knowledge related to a professional field of work. Able to consistently apply applicable policies, procedures, regulations, and program objectives when carrying out the duties of the job. May provide oversight of work conducted by junior level staff and/or review/audit work for accuracy.
- Must have advanced knowledge of technology to include computers and software programs such as MS Office or MAC word processing, spreadsheets or other programs specific to the job in order to complete job duties successfully.
- Must have excellent oral and written communication skills to communicate effectively across departments when completing assignments.
- Must have strong organizational skills with ability to manage deadlines and prioritize workload and make adjustment to meet business needs.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Top Skills
Concur,Zoom,Microsoft Teams,Salesforce,Ms Office,Mac Word Processing
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