The Coordinator, LKCM Center for Financial Studies is responsible for providing supervision, directing programs, coordinating activities and facilitating Center objectives.
Duties & Essential Job Functions:
1. Plans, develops, and implements tutoring service for undergraduate finance students including screening, hiring and supervising student tutors. 2. Plans and implements the High School Investment Challenge Program for community high school students. 3. Plans and implements the Investment Strategies Conference for financial leaders in the DFW area. 4. Plans and implements the annual finance conference for finance research faculty. 5. Plans and implements the annual Evening with Investment Leaders for high profile finance experts in the DFW market. 6. Manages the selection process for the Fraker and LKCM scholarship interviews including marketing and communications related to these scholarships. 7. Schedules guest speakers presenting in the Neeley School Finance Seminar Series. 8. Manages the LKCM budget including issuance of grants for CFA students, the Transaction & Investment Professionals (TIP) program, processing contracts, monitoring expenses and reconciling invoices for the Center. 9. Designs and creates marketing materials for the Center and manages the Center’s website and social media platforms. 10. Assists with planning and preparation of the annual Board meeting of Center Directors. 11. Performs other related duties as assigned.
Required Education & Experience:
• Bachelor’s degree • 3 years’ experience in a professional office environment
• Knowledge of customer service techniques. • Knowledge of basic research techniques. • Knowledge of basic accounting practices. • Skilled in strong interpersonal communication and techniques. • Skill in the use of Microsoft Office, including Word and Excel. • Skill in problem solving and communicating resolutions. • Skill in effective written and verbal communication. • Ability to interact with a wide range of constituents. • Ability to respond professionally to prospective student and parent inquiries by phone or in person. • Ability to evaluate and make recommendations to improve operations. • Ability to manage multiple projects simultaneously.
Physical Requirements (With or Without Accommodations):
• Visual acuity to read information from computer screens, forms and other printed materials and information. • Able to speak (enunciate) clearly in conversation and general communication. • Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions. • Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting. • Lifting and moving objects and equipment up to 20 lbs.
• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours. • There are no harmful environmental conditions present for this job. • The noise level in this work environment is usually moderate.
As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.
Internal Number: 496966
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