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Senior Executive Assistant (Technology Adminstration Program Manager) (2018-6727)

San Mateo, CA, United States
Information Technology


Job Description


The Opportunity and Day-to-Day

The Technology Administration Program Manager reports directly to the CTO. The successful candidate will be experienced in handling a wide range of administrative and executive support related tasks and will be able to work independently on projects and assignments. The role serves as the primary point of contact for internal and external constituencies. The ideal candidate will be experienced in supporting dynamic leaders and thriving in a fast paced environment with shifting priorities. The Technology Administration Program Manager will be successful at exercising good judgement in a variety of situations with strong written and verbal communications, administrative, and organizational skills. Ultimately, this individual will serve as a gatekeeper to the CTO while ensuring effective relationship management with stakeholders.


Event Planning

  • Organize quarterly all-hands, team building, volunteer events and offsite planning sessions
  • Partner with internal resources to build and execute communication strategy in support of events

Document Management

  • Track and manage documents that require CTO signature
  • Prepare and finalize PowerPoint presentations, Word documents, and Excel spreadsheets as needed
  • Maintain SharePoint document library

Logistics Management

  • Manage CTO’s extremely active calendar of appointments allowing the executive to complete their obligations in an organized, efficient way
  • Coordinate internal and external meetings including one-on-one meetings, team meetings, all-hands meetings, off-site meetings, and vendor meetings
  • Works closely with the CTO to keep her well informed of upcoming commitments and responsibilities
  • Manage travel arrangements, including transportation, reserving accommodations, preparing detailed itineraries and coordinating materials
  • Book domestic and international travel within Fisher Investment travel guidelines
  • Submit accurate expense reports in a timely manner adhering to Fisher expense guidelines
  • Handle express mailings and faxes as requested
  • Create copies, scanning and maintenance of electronic files
  • Complete administrative project work and special assignments as requested

Program Management

  • Manage multi-faceted projects and programs across within the Technology organization as well as cross-functionally when needed.
  • Exercise judgement when making recommendations based on knowledge, understanding, and interpretation of Technology project plans, deliverables, dependencies, and contingencies.

Skills & Experience Required:

  • Minimum 5 years’ experience serving C-level Executives
  • Bachelor’s degree preferred
  • Must have excellent Microsoft Outlook Calendaring skills
  • Proficient in Microsoft Word, Excel, PowerPoint, and SharePoint
  • Working knowledge of video conferencing
  • Strong organizational skills that reflect the ability to multi-task and prioritize, while holding many items front of mind
  • Ability to anticipate needs and think critically
  • Strong oral and written communication. Ability to effectively and maturely communicate and collaborate with diverse personalities in all levels of management
  • Previous experience working closely with outside vendors in the Technology space
  • Previous experience handling confidential information in a professional and discreet manner
  • Previous experience working with project plans
  • Demonstrated ability to maintain effective relationships while serving as a gatekeeper  
  • Must be available to respond to issues outside of regular working hours

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 Top Workplace with the best benefits!

But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

* California employees accrue up to 17 days of PTO and 3 days of sick time per year.


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