The Office Manager will have responsibilities in these areas: Office Administration, Event Management, Volunteer Management, Membership Services Support, Marketing Support and Outreach Support.
Primary Phone Contact, monitor informational Society email
Processing of accounts receivable and payables
Preparing documentation and loading into outside accountant’s system
Processing invoices, getting proper authorization, identifying general ledger account, preparing checks and securing officer signatures
Processing check receipts including deposit spreadsheet, depositing at bank and loading information into outside account system
Maintaining office supply inventory and ordering new supplies as needed
Responsible for financial files and maintaining financial records
Organizing and executing record disposition program
Event Management Support:
Responsible for setting up event records in database (IMIS)
Registration operations including credit/cash receipts and returns, roster lists and email notifications and cancellations
Responsible for event logistics including creating and preparing name badges, onsite handout preparation, reception table host and process all walk ins.
Prepare and send out event feedback surveys and prepare summary report form feedback
Prepare and mail thank you letters and gifts to speakers/panelists.
Volunteer Management Support:
For all Advisory Group and Board of Directors meetings:
Prepare and send meeting announcement/cancellation emails
Calendar set up and management
Maintain database on all volunteers per Advisory Group
Maintain volunteer records in IMIS
Secure awards for outgoing leaders presented at Annual Business Meeting
Order food/beverage for advisory group meetings based on RSVPs
Membership Services Support
Process all local applications, including candidates and students; create database records for local applicants
Prepare monthly member reports and midyear member inactive report
Process daily upload from CFA Institute database
Assist in the search for pertinent news items and curate information for website/social media
Assist in website maintenance, routine editing and updates
Assist in the development and execution of marketing emails
Outreach Management Support:
Maintaining, editing all outreach material (Fact Sheet, Society Snapshot, and out reach presentations)
Preparation of onsite handout packages
High attention to detail (achieves thoroughness and accuracy when accomplishing a task)
Excellent written and verbal communication skills.
Strong computer skills (knowledge of IMIS database and Microsoft products ideal).
High energy, detail-oriented, independent worker who does not require close supervision and who is comfortable in a small staff, team-oriented environment.
Exceptional ability to multi-task and stay organized.
About CFA Society Chicago
CFA Chicago is the world’s oldest and 6th largest investment analysts’ society, with a membership of over 4,700 members. The purpose of CFA Chicago is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities.