Job description

Section 1: Position Summary

This position will provide support for our Head of Small Business Retirement through efficiently managing the Executives’ time, providing information necessary for decision making, and monitoring and resolving issues and problems. Using keen verbal and written communication skills, the Executive Assistant interacts with diverse office staff and clients. This position works on multiple projects and successfully manages changing priorities.

Section 2: Job Functions, Essential Duties and Responsibilities

Provides high level administrative support to assigned Executive and manages complex calendars.
Assess the urgency and importance of situations and takes the appropriate action to determine the necessary level of senior management involvement.
Plans, organizes and prepares for complex meetings including communicating meeting details to members, arranging meeting venue and equipment, working with others to prepare agenda, ensuring relevant materials are ready for meetings, providing day-of-event support, etc.
Supports SBR team with a variety of needs: meeting coordination, reporting, presentations, and other duties as requested.
Creates and revises complex PowerPoint presentations; incorporates content from multiple contributors; drafts, reviews, and edits content to deliver a cohesive final document.
Works diplomatically with contributors to negotiate timely delivery of projects and appropriately escalates issues to ensure deadlines are met.
Provides travel support for Executive including making travel arrangements, preparing trip itineraries, trip reports, processing travel reimbursements.
Researches, obtains and analyzes gathered information to resolve problems.
Tracks progress of issues and projects to final resolution
Implements, interprets, and applies administrative policies and procedures.
Collaborates with others across the Company to achieve Company goals.
Creates and maintains physical and electronic files
Maintains databases.
Monitors status of projects and takes steps to ensure timely completion.
Prepares documents for mailing.
Regular reliable and punctual attendance

Section 3: Experience, Skills, Knowledge Requirements

Minimum Qualifications:

Bachelor’s degree or equivalent work experience
Excellent verbal, written, interpersonal communication skills.
Computer proficiency and advanced skills in the use of Microsoft Office Suite (MS Word, PowerPoint, and Excel) and other applications such as Adobe Acrobat Professional

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