EXECUTIVE ASSISTANT

M Benefit SolutionsTM

DEPARTMENT M Benefit Solutions – Consulting Services and Actuarial Departments

SUMMARY This position is responsible for providing administrative support to the Consulting Services and Actuarial teams.

RESPONSIBILITIES Maintain calendars, schedule meetings, prepare or gather meeting materials and assist with follow-up from meetings and conference calls

Produce and bind reports for client meetings

Make complex multi-trip travel and hotel arrangements in a cost-efficient manner; prepare all necessary information and materials related to the trip

Promptly process expense reports and monthly AMEX or other credit card reconciliations

Draft and edit correspondence, reports, memos, emails, meeting minutes and other written materials

Answer telephone calls and respond appropriately and proactively to varying issues

Assist with coordination of meetings and convention participation for M Benefit Solutions and joint venture partners including shipment of exhibit booths and marketing materials

Conduct ‘intelligence’ research on corporate and bank prospects for marketers and joint venture partners

Post documents to corporate, bank and joint venture websites

- 1 -

EXECUTIVE ASSISTANT

M Benefit SolutionsTM

and assist in monitoring websites for necessary updates

Provide information to Finance department quarterly for billings to bank marketers (“Advisor Group”)

Assist with updating marketing materials as needed

Prepare reports and documents utilizing word processing, spreadsheet, and presentation software

Maintain marketing pipeline database

Monitor activities of existing clients and notify client teams of noteworthy events

Complete registration for continuing education and maintain a spreadsheet to keep track of credits and hours earned for both departments, as needed

Print weekly AWIP (Actuarial Work in Progress) reports for the AWIP meeting and, when necessary, lead the meeting

Manage the administration of Consulting Services and Actuarial time off

Perform other duties as assigned

CoreCompetencies

Achievement Orientation Impact and Influence

Drive and Initiative

Learning Agility Teamwork and Cooperation

- 2 -

EXECUTIVE ASSISTANT

M Benefit SolutionsTM

Organizational Awareness

QUALIFICATIONS High School diploma or equivalent; Bachelor’s degree preferred

Minimum two years’ progressively responsible, relevant experience as an Executive Assistant at a mid- to senior- level

Proficiency with a PC and a variety of software applications and database management (Microsoft Word, Excel, PowerPoint)

Excellent verbal and written communication skills

Proven ability to track, prioritize and report status of multiple projects

Exceptional organization and problem solving skills, with the ability to follow through

Ability to build rapport with internal and external contacts

Ability to work independently as well as in a team environment

Proven ability to work with changing requirements/priorities using internal/external peer resources

Detail-oriented, proactive, self-motivated and responsible

JOB CONDITIONS AND ENVIRONMENT

Normal office environment/desk assignment

Extensive use of PCs, computer terminal, display, keyboard, and mouse

Extensive close work with documents, publications, databases, spreadsheets, presentation materials and other software

- 3 -