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24-118 - Financial Compliance Executive Assistant (Executive Assistant I)
Only applicants who apply with a State of Texas application via the CAPPS online application system will be considered for this position. First time applicants will need to create an account https://tinyurl.com/CAPPS-Login in the CAPPS online application system at https://tinyurl.com/CAPPS-Jobs. Please visit our job opportunities page at https://tinyurl.com/How-to-Apply-in-CAPPS for more information about the Texas Water Development Board and answers to frequently asked questions. To view this position in greater detail, visit the CAPPS online application system.
Texas Water Development Board’s Mission
Leading the state’s efforts in ensuring a secure water future for Texas.
The Texas Water Development Board (TWDB) endorses telecommuting and hybrid workplace plans, in addition to other flexible work alternatives. We offer competitive compensation and benefits package including medical, dental, vision, 401(k), flexible spending, and flexible work hours so you can have a work/life balance! For more information about our employee benefits and more, visit http://www.twdb.texas.gov/jobs/benefits.asp.
The Texas Water Development Board does not discriminate on basis of race, color, national origin, sex, religion, sexual orientation, age, or disability in employment or provision of services, programs, or activities.
***Salary commensurate with experience and qualifications***
Job Description Summary
Performs complex (journey-level) professional or technical financial assistance work for the Director and staff of the Financial Compliance Division and the Finance Office. Work involves coordinating high-level administrative operations of the division, disseminating information, maintaining filing systems, and performing internal administrative support work. Manages the Director's calendar. May prepare, review, track, and file administrative forms, correspondence, procedural documents, and technical reports. May be required to handle confidential and sensitive information. Coordinates and prepares travel for Financial Compliance staff. Works under general supervision, with moderate latitude for the use of initiative and independent judgment. Reports to the Director of the Financial Compliance Division.
Essential Job Functions
- Provides guidance regarding agency administrative processes.
- Coordinates the calendar for the Director of Financial Compliance.
- Identifies and corrects administrative deficiencies or lack of compliance with existing processes.
- Prepares and/ or edits for accuracy and distributes various documents, including correspondence, memos, meeting notices, reports, forms, agendas, handouts, and spreadsheets.
- Ensures all documentation is compliant with agency style guide.
- Maintains contact information for agency databases to ensure information is accurate and up to date for all Financial Compliance correspondence.
- Collects and analyzes relevant data, research, initiates necessary changes, provides background documentation on matters requiring attention, assumes responsibility for timely completion of special projects or tasks, and assists in all pertinent matters.
- Reviews reports and correspondence for accuracy.
- Maintains filing in accordance with office guidelines including scanning and filing of documents.
- Performs general office duties such as processing mail, ordering supplies, coordinating office equipment repairs, copying, or preparing purchasing documents.
- Coordinates meetings, conferences, and training sessions.
- Compiles and enters data into graphs, charts, or other documents.
- Provides telephone support; routing phone calls, taking messages, and emailing staff as necessary for the agency main line.
- May assist the Director of Financial Compliance with general human resource management actions and posting of positions in CAPPS Recruit.
- May assist in the development of training material.
- May provide input into developing and revising administrative policies, procedures, standards, and methods, and provide guidance and interpretation on policies and procedures.
- May communicate objectives, tasks, and decision to staff on behalf of the Director of Financial Compliance.
- May assist in the fiscal note routing process during legislative sessions.
- Assists in managing and maintaining schedules and preparation of travel arrangements and travel documentation for staff, management of Audit Intake process; Loan Confirmations and Expenditure Requisitions.
- Receives, processes, facilitates, and disseminates information between the division and other agency departments, legislators, Board members, and the public, maintains confidentiality of sensitive information, and ensures timely responses as necessary.
- Maintains confidential and sensitive information.
- Ensures individual and team files (electronic and hard versions) are appropriately maintained and timely disposed of in accordance with the agency’s records retention procedures and schedule.
- Maintains required certifications and licenses and meets the continuing education needs and requirements of the position to include, attending mandatory training courses.
- May be required to operate a state or personal vehicle for business purposes.
- Performs other duties as assigned.
Minimum Qualifications
- Graduation from an accredited four-year college or university with a bachelor's degree in Business Administration, Finance, or a related field.
- Three years of experience providing complex office management and executive-level support in assisting upper-level management.
- Relevant education and experience can be substituted for each other on a year-for-year basis.
Preferred Qualifications
- Previous State of Texas agency work experience.
- Experience with Microsoft Office, Word, Excel, Teams, Outlook, and SharePoint.
- Previous experience using CAPPS HR and Financials.
- Two or more years of experience in preparing, editing, and distributing correspondence, reports, forms, and documents.
- Two or more years of experience developing and revising administrative policies, procedures, standards, and methods, and providing guidance and interpretation on policies and procedures.
Knowledge, Skills, and Abilities (KSAs)
- Knowledge of local, state, and federal laws and regulations relevant to the Financial Compliance Division.
- Knowledge of the principles and practices of public administration.
- Knowledge of financing and investment terms.
- Skills in using Microsoft Office, Word, Excel, Teams, Outlook, and SharePoint.
- Skills in use of internet, email, word processing, spreadsheet, presentation, and database software.
- Skills in document and file management, including preparing, routing, tracking, and maintaining accurate communications including records, reports, documents, and correspondence, along with strong organizational skills.
- Ability to implement administrative procedures, to interpret rules, regulations, policies, and procedures.
- Ability to handle high-level administrative issues; to analyze and solve work-related problems; to communicate effectively; and to provide guidance to others.
- Ability to adhere to work schedules, follow procedures regarding leave and submit accurate timesheets by prescribed deadlines.
- Ability to make mature, objective decisions and identify areas of potential problems.
- Ability to perform effectively and willingly when changes occur in scope and nature of the work and work environment.
- Ability to perform routine and non-routine work assignments accurately and on-time with little or no supervision.
- Ability to perform assigned duties and improve work habits and/or output.
- Ability to complete assigned work, on time, neatly and with infrequent errors.
- Ability to interpret policies, procedures, and regulations.
- Ability to provide prompt, courteous and accurate assistance and clear and concise communication to internal and external stakeholders both verbally and in writing.
- Ability to work and cooperate with others in a team environment.
- Ability to prioritize and manage multiple tasks.
- Ability to stand/sit/move to perform activities such as retrieve/replace files in a large file system for boxes up to 30 lbs.
- Ability and willingness to travel 5% of the time, primarily within the State of Texas.
- Ability to operate a vehicle (state or personal) for state business and maintain a driver’s license and driving record that complies with state and agency requirements.
- Ability to work shifts that may exceed 8 hours, including early mornings, nights, and weekends.
- Ability to train others.