Senior Administrative Assistant

Job ID
# of Openings


PFM is a financial and investment advisory firm that provides debt, credit, and investment management services primarily to governments and governmental entities. PFM has a world-class reputation for providing our clients with independent advice and is consistently ranked among the top financial advisory firms in the country.       


PFM Solutions LLC (PFM-S) is an operating affiliate of PFM. PFM-S primarily markets, implements, and services our proprietary software – Whitebirch, a financial modeling platform that provides a flexible Cloud-based architecture designed to easily construct, manage, and validate complex financial projections, with an intuitive interface that allows users to consider, analyze, and present myriad possibilities.


We are currently seeking a Senior Administrative Assistant (internally titled “Senior Associate”) to manage all administrative matters related to a start-up business enterprise within PFM.  The enterprise focuses on marketing and servicing the Whitebirch Multi-Year Planning platform (WB), as well as servicing a legacy product with the trade name Future Perfect TM (FP).


The position involves managing all the administration of the business enterprise. This includes:

  • Serving as Administrative Assistant to PFM Managing Director;
  • Maintaining the WB CRM/CORE database;
  • Managing the scheduling and logistics related to the WB marketing efforts, including those for webinars, seminars, and meetings;
  • Managing the scheduling and logistics related to the WB training sessions, including scheduling, client travel, staff travel, training room set-up (AV needs, food, building access, etc.);
  • Processing monthly expense reports for WB staff;
  • Managing the WB calendar of events;
  • Providing general daily support for a team of 25 staff;  
  • Serving as backup for PFM University course sessions.

Position will involve frequent client contact, some extended hours, and infrequent overnight travel.


Education, Skills, and Experience:

  • College Degree – preferably from a 4-year institution;
  • Experience – similar administrative experience, and preferably managerial experience;
  • Microsoft Office – all applications with particular skill at Outlook, Word (50 words per minute minimum) and PowerPoint;
  • Comfort with Internet Search Engines – must be proficient at finding information on the Internet.

Personal Qualities:

  • Self-starter – must be able to work in an unsupervised environment. Task-oriented focus will not be acceptable;
  • Multi-tasker – must be able to manage multiple roles, tasks, and competing agenda items, all under pressure;
  • Self-Confident – must be able to deal directly with WB/FP customers in a pleasant, forthright, efficient manner; must also be capable of dealing with short public speaking assignments mostly before small groups of customers, such as while managing training sessions or while manning FP booths at conferences;
  • Organized – numerous roles will require excellent organizational skills;
  • Efficient – numerous roles and multiple tasks will require excellent time-management skills;
  • Comfort with Ambiguity – ability to operate in a rapid-moving and fast-changing environment, on projects with myriad or shifting objectives and boundaries

PFM is proud to offer our employees a competitive salary, incentive bonus potential, comprehensive benefits, a business casual and collegial work environment, and ongoing training and development opportunities.

PFM is an equal opportunity employer (M/F/D/V) and maintains a drug-free work environment.



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