Corporate Travel and Travel Risk Coordinator, Corporate Services, New York

Job Description

June 30, 2022

The global Travel and Travel Risk Coordinator will provide corporate travel risk and travel operations support for the safety and security of Jefferies’ business travelers and seamless operations for the firm. This role offers the opportunity to maintain best practices and improve where applicable for delivery of excellent care, streamlining and automating operational processes, and working closely with internal clients and stakeholders for duty of care and support.

This position reports to the Head of Travel & Expense.


Responsibilities include:

  • Support programmatic success for Travel, Travel Risk, and T&E
  • Evolve to become a subject matter expert in travel and travel risk with a clear goal of creating and supporting the best programs tailored to Jefferies technology platforms and training staff as required
  • Promote travel and travel risk department initiatives, draft individual, departmental, and organization-wide communications including emails, company notes, and intranet posts/documents; create and maintain a support portal site for global staff usage
  • Create, conduct, and maintain training for individual or group sessions including resource material such as one-pagers, user guides, training manuals, webinar reference material takeaways, etc.
  • Manage compliance with related policies by regularly auditing systems and data
  • Ad hoc projects and duties as needed
  • Support day-to-day and programmatic activities related to Travel Risk
  • Monitor and handle all travel risk related events or incidents, as a single point of contact for triage, approvals, travel incident and crisis management, review and liaise with internal and external parties to full resolution
  • Provide safety and security services in conjunction with Jefferies’ third-party Travel Risk Management provider including but not limited to, pre-travel briefings, ongoing training, travel risk platform management/guidance/reporting, post-travel debriefs, and additional security controls, where required
  • Create and update Jefferies safety, security, and travel management policies and procedures in collaboration with internal stakeholders
  • Assist with ongoing COVID and non-COVID related event planning and travel risk management
  • Ensure risk mitigation through regular review of insurance policies and make recommendations for improvement
  • Crisis and incident management specific to travel situations, including timely communications internally and externally
  • Ensure at every opportunity that travelers are protected and the firm’s Duty of Care is being met
  • Manage the relationship and program with Jefferies’ third-party Travel Risk Management provider including contractual and service levels, issue resolution, invoicing, and development
  • Support day-to-day and programmatic activities of the T&E department
  • Support T&E technology including SAP Concur Travel and third-party technology platforms
  • Support internal relationships and issue resolution with travelers, administrative assistants, and business heads
  • Coordinate capture, analysis, and delivery of accurate and timely reporting for program compliance, controls, and strategic solutions and initiatives
  • Support vendor partnerships by ensuring service level agreements (SLAs) and key performance indicators (KPIs) are monitored, upheld, and actioned where necessary; ensure invoices are handled appropriately
  • Support strategic global sourcing program across vendors, policy development and oversight, and spend management

Job Requirements

  • Bachelor’s degree or equivalent education and experience
  • 0-1 years of experience
  • Interest in corporate travel, travel risk management, security management, or international operations
  • Willingness to work Eastern Time Zone (ET) business hours and flexible hours that accommodate international staff and travelers, as needed; the expectation is that there will be occasions in which you will need to work outside of normal business hours
  • Ability to analyze, review existing processes, and understand technology challenges in order to identify risks and opportunities for improvement across travel and travel risk
  • Strong interpersonal skills, including written and oral communication skills necessary to build relationships and positively influence decision making at all levels internally and externally
  • Demonstrated ability to meet deadlines while managing multiple complex projects
  • Ability to work cohesively in a team, as well as independently
  • Comfortable making sound decisions, exercising discretion, taking ownership, earning the trust of leadership, and delivering results with a cool, level-headed approach; ability to act and react calmly and feel confident to make the right decision at the right time
  • Fluency in end user experience, configuration, and troubleshooting of corporate travel (SAP Concur) and travel risk tools, global distribution systems, and/or other corporate travel platforms is a plus
  • Strong computer skills with proficient knowledge of MS Outlook, Word, Excel, and PowerPoint

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