Department: Investment Management Group Reports To: Managing Director & Oxford Investment Fellow FLSA Status: Non-Exempt Location: Minneapolis POSITION DESCRIPTION The Executive Coordinator provides administrative assistance through general office duties, coordinates special projects and reports, handles confidential information, processes internal reports and forms, and promotes a positive image for Oxford through client and advisor interaction. DUTIES & RESPONSIBILITIES General Office & Administration • Prepares correspondence in all formats • Organizes and maintains filing systems and investment binders • Coordinates internal and external meetings • Supports Business Development initiatives, including development and updating of presentations • Manages contact database, Hub and related systems • Arranges travel for Managing Directors Special Project Coordination • Organizes and maintains projects as assigned, including creating special reports for meetings, coordinating with other departments on production of reports, and preparing for out-of-town meeting events and conferences Stakeholder Communication • Researches and responds to inquiries from clients and Oxford associates • Manages and prioritizes internal requests for the team; documents actions taken • Communicates needs to other departments and maintains follow-up records Meeting Preparation & Records Management • Completes expense reports in Concur, including reconciliation of statements, identification of discrepancies and correction coordination • Coordinates preparation and distribution of client and internal meeting materials • Coordinates creation and maintenance of internal and external marketing materials • Actively involved in all internal meetings, assisting as needed • Prepares meeting agendas and minutes for subcommittee meetings • Prepares various other reports as assigned Additional Duties • Other duties as assigned QUALIFICATIONS • Three years business experience in a related field; B.S./B.A. preferred • Minimum of three years’ administrative experience • Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders. • Proficient with Microsoft Office (including Excel); with advanced Power Point skills • Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently • Proven analytical and problem‑solving skills with ability to produce accurate, data‑driven work • Professional demeanor with an uncompromising respect for discretion and confidential matters • Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion • Ability to adapt, learn and navigate custom systems such as Salesforce, Laserfiche, SmartSheets and other systems used by the department WORKING CONDITION • Long periods of sitting, utilizing a computer • This is an onsite role working in the office full-time. • Limited travel as business needs necessitate