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
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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
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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
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