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Executive Assistant, Investor Relations and Market Strategy

External
Rockwell Automation logoRockwell Automation · Milwaukee, WI
Full-timeHybrid3d ago
AgileCRMExcelLeadership
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Responsibilities

  • Administrative
  • Provide executive administrative support to the Vice President of Investor Relations and Market Strategy, ensuring smooth operations for the broader team.
  • Work with senior leadership, investors, analysts, customers, and partners in a high visibility environment.
  • Manage the investor relations calendar, balancing multiple competing requests and understanding important plans to guide scheduling decisions.
  • Support occasional extended work hours.
  • Coordinate domestic and international travel, including itinerary changes, and ensure all travel documents (passports, visas) remain current.
  • Prepare and submit and accurate expense reports.
  • Manage office supply inventory and orders.
  • Process invoices promptly and maintain vendor relationships for Investor Relations and Market Strategy and Treasury.
  • Maintain subscriptions and renewal tracking for the team.
  • Build relationships across finance and other departments.
  • Handle confidential information.
  • Balance changing priorities while anticipating upcoming needs and deadlines.
  • Maintain a positive, steady demeanor during periods of high demand or pressure.
  • Be the primary contact for all incoming and outgoing mail and packages.
  • Investor Relations Specific
  • Help with meeting and informational requests from sell-side analysts and buy-side investors.
  • Update data in CRM system about investors and our recent engagements.
  • Run investor reports in CRM system for upcoming meetings, conferences, roadshows, and ad hoc requests.
  • Organize logistics for quarterly earnings call with important partners and teams.
  • Help coordinate investor conferences, roadshows, onsite visits and meetings.
  • Help plan annual investor meeting during Automation Fair.
  • Review transcripts following webcasted events and submit necessary updates for final publishing.
  • Support presentation requests from internal departments.
  • Update HR organizational charts and Outlook distribution lists.
  • Update Facilities floor plan and coordinates evacuation rosters and training.
  • The Essentials - You Will Have:
  • High school diploma or equivalent
  • Five or more years of relevant executive administrative experience.
  • The Preferred - You Might Also Have:
  • Investor relations or finance background.
  • Experience with CRM software.
  • Experience with Concur expense and travel platform.
  • Proficient in Microsoft Outlook, Teams, OneNote, Word, PowerPoint and Excel.

Benefits

Health Insurance including Medical, Dental and Vision401kPaid Time offParental and Caregiver LeaveFlexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.To learn more about our benefits package, please visit at www. raquickfind.com .This position is part of a job family. Experience will be the determining factor for position level and compensation.#LI-Hybrid#LI-PH1We are an Equal Opportunity Employer including disability and veterans.If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247.Rockwell Automation's hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.Health insuranceDental insuranceVision insurance401(k)Flexible scheduleParental leave

Additional Information

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that's you we would love to have you join us! Job Description The Administrative Assistant supports Investor Relations and Finance by ensuring smooth daily operations and promoting an organized, efficient work environment. In this onsite role, you'll serve as a trusted partner who helps the team stay connected, prepared, and focused by managing different administrative and operational activities. You'll work with Finance leaders, investors, and collaborate across departments. We offer variety, autonomy, and the opportunity to support high impact work within a dynamic Finance organization. You will report to our Vice President, Investor Relations and Market Strategy.


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Executive Assistant, Investor Relations and Market Strategy at Rockwell Automation