Executive Assistant jobs at W. R. Berkley

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: The opportunity: The Executive Assistant is accountable for the management of day-to-day administrative support for the Head of Operations & VP of Customer Experience. Light support will be provided to supporting Vice Presidents. The ideal candidate for this position is a strong and professional communicator, an excellent problem solver and self-starter, who is self-assured and thrives in a fast-paced environment. This team member must have excellent organizational skills and can multi-task while maintaining multiple deadlines and can be a key player on the team; helping to support multiple initiatives for this business unit and build effective relationships across the organization. The role requires providing professional and proactive administrative assistance, managing complex and sensitive information, and on-site facility coordination. How you will contribute: Manages all aspects of the leaders' calendars and provide support for their teams as needed Promptly schedules meetings as requested, uses discretion to prioritize meeting requests, ensuring meeting conflicts are avoided and the leader's business priorities are considered Where necessary provides agendas/pre-reads to meeting participants. Ensures the leader has agendas/pre-reads in advance of meetings Works with internal and external partners to book meetings; proactively prepares all meeting materials Coordinates booking (virtual) rooms, tracking agenda items, coordinating catering (if applicable) and technology services, and planning for guests to be greeted, as required Responsible for sitting in the reception area of our Milwaukee Office which includes greeting guests Take ownership of the logistics for meetings and maintain detailed minutes Helps to organize monthly and quarterly meetings for the team and collects agenda items. Monitors and responds to emails on behalf of the leader Tracks action items, requests, and other important deadlines on behalf of the leader Manages all travel arrangements, accompanying material for the leaders, and provides support for the team as needed Thoughtfully manages the leader's travel arrangements (both domestic and international) ensuring complex itineraries are accommodated Makes appropriate arrangements ensuring travel preferences are considered and can troubleshoot travel problems as needed Prepares expense reports for the leader and their direct reports in a timely manner, resolving all issues Manages relevant purchase orders for business unit Builds strong relationships with EAs and other internal partners Provides backup for other administrative staff within SLF U.S What you will bring with you: A minimum of 3 years' experience working as an Executive Assistant supporting senior leaders Advanced mastery of the full Microsoft office suite, including Word, PowerPoint, Excel, Adobe, OneNote, and SharePoint Experience with Zoom, Microsoft Teams, Concur Expense Management and Workplace is a plus Experience working in a corporate environment Excellent organizational, time management skills, and high attention to detail with the ability to manage changing priorities with ease Positive attitude; with a strong client service orientation; and a sense of humor Excellent verbal and written communication skills Excellent business acumen, with the ability to perform with professionalism, tact, and discretion; Manage highly sensitive information Strong interpersonal skills with the ability to work in both a team environment and on one's own, requiring a high level of initiative, judgment, and problem-solving ability Salary: Salary Range: $63,800 - $86,100 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. SunLife embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected vetera n. Job Category: Administrative Services Posting End Date: 18/12/2025

This role provides high level executive administrative support to the assigned executive(s) for Chubb. It requires a highly skilled individual who can manage a complex and evolving calendar, global travel schedule and collaborate across global regions. The ideal candidate would be high energy, highly confidential, polished, and able to build and manage relationships at all levels of the organization. The role requires expert time management skills, accessibility, responsiveness, and flexibility in collaborating across time zones and departments. The candidate must possess the desire to thrive in a fast-paced environment and be a team player. The position interfaces with internal contacts across the global organization as well as a diverse group of co-workers, external contacts and vendors. Responsibilities Heavy calendar management, gatekeeping and meeting logistics. Proactively manages the schedule ensuring that the assigned leader(s) are aware of priority issues of impact Coordinate complex travel arrangements including international travel; working with global contacts to prepare detailed travel itineraries, coordinate commercial flights, dining, and ground transportation; prepare and process required documentation for international travel Coordinate and manage all logistics related to team workshops, conferences and other activities (and occasionally attend) for the Senior Leadership Team Process expense reports; reconcile and track monthly credit card statements and expenditures in a timely manner Perform administrative analyses which require a considerable degree of independent decision making Create, edit and proofread correspondence, formal communications and presentations Create and maintain team distribution lists, org charts, staff listings, etc. Review and respond to emails, filing and forwarding as appropriate Screen phone calls and visitors and be the point of contact for assigned client groups Administer programs, special projects, and/or processes as assigned Highly experienced with international travel requirements and processes At least 5 years of demonstrated competence in senior administrative function High degree of professionalism and dependability and a demonstrated ability to handle confidential information and work in a fast-paced environment. Effective interpersonal skills; capable of working with all levels of office personnel in a corporate setting and polished executive presence. Excellent working knowledge of PC and various Microsoft software programs including Outlook, SharePoint, Word, Excel, and PowerPoint; ability to create documents, presentations, and reports with minimal direction. Proficient with current office technologies and early adopter of new technology. Ability to quickly gain a thorough understanding of the organization, role and objectives of the department, personnel and policies. Excellent customer service skills. Strong verbal and written communication skills. Quick learner and Self-starter with willingness to take initiative. Demonstrated ability to think and work independently with limited supervision. Proven ability in planning, prioritizing, and organizing diverse workload. Associates or Bachelor's Degree. Location: 550 Madison Avenue, New York Travel: The pay range for the role is $80,000 to $100,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Under broad supervision performs administrative support to the highest level Claims Leaders. This position will interacts with the internal senior management and external business partners and resolves issues, which may be sensitive or confidential in nature and of high visibility. This role will require travel as appropriate to assist Claims Leaders and their broader meetings, strategy sessions and activities. This role will also work very closely/partner with the Executive Assistant to the CAO. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Proactively anticipate the SVP's needs, identifying issues before they arise and resolving them independently when appropriate. * Coordinates, handles and resolves business unit problems and customer issues independently and proactively escalating as appropriate. Provides outstanding customer service, acting with the appropriate sense of urgency. * Coordinates special projects for senior management, collaborating with others as needed. * Draft, edit, and proofread communications, ensuring tone, clarity, and accuracy reflect the SVP's style and expectations. * Attends meetings, seminars, etc. and records notes or provides information as needed. * Manage a complex, dynamic calendar with competing priorities across multiple time zones. Plans, schedules and coordinates meetings, conferences, travel arrangements and maintains the business calendar for the executive. * Assists executive in the coordination of performance reviews, cost center updates and other organizational administration activities. * Processes and submits time entry reports and resolves timekeeping issues with Payroll; may train staff or management on the timekeeping process. * Establishes and maintains official documents and records in appropriate files. * May lead, mentor and train other staff. May perform additional duties as assigned. Reporting Relationship * Executive management/senior staff Skills, Knowledge & Abilities * Exceptional written and verbal communication skills including professional etiquette. * Excellent interactive skills with the ability to work independently and proactively. * Strong computer skills including Microsoft Office Suite and other business related software systems. * Exceptional organizational skills including ability to prioritize and coordinate multiple projects. * Strong knowledge of the insurance industry and the business unit. Education & Experience * Some college with course work in Marketing, Business, Accounting, etc. desirable. * Typically a minimum five to eight years strong administrative experience. In Chicago/New York, the average base pay range for this role is $90,000 to $125,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $47,000 to $78,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

This is an opportunity to join Ascot Group - one of the world's preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we're bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service - both pre- and post-claims. Ascot exists to solve for our clients' brightest tomorrow, through agility, collaboration, resilience, and discipline. Position Overview: The Executive Assistant provides administrative support to the assigned Executives. The Executive Assistant must be highly collaborative, energetic, and proactive and enjoy working within an entrepreneurial environment. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and superior organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Executive Assistant will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. This is a hybrid position and will require the ability to work in Stamford, CT and New York, NY. Responsibilities: Completes a broad variety of administrative tasks for assigned Executives including calendar management; completing expense reports; meeting schedules; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings Plans, coordinates, and ensure schedules are prioritized and thoughtful Works collaboratively with the other Executive Assistant to plan meetings and coordinate schedules Works closely and effectively with the leadership team keeps them well informed of upcoming commitments and responsibilities, and follows up appropriately Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows through on projects to successful completion, often with deadline pressure Prepares meeting materials including extensive PowerPoint presentations Manages assigned projects from inception to completion with timeliness and exceptional attention to detail Plans and executes meetings and or/events Responsible for preparing and storing important documents Completes additional responsibilities as assigned Provides backup support to other members of the administration team as needed Commitment to The Ascot Way: As a member of the administration organization, the Executive Assistant will embody The Ascot Way in their daily interaction with colleagues, fostering colleague engagement and development, collaboration, inclusivity, and individual accountability Requirements: A minimum of 10 years of experience supporting C-Level Executives; prior insurance experience a plus Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong project management skills Very strong interpersonal skills and the ability to build relationships with stakeholders, including senior leaders, staff, and external partners Exceptional written and verbal communication skills. Demonstrated proactive approaches to problem-solving with strong decision-making capability. Emotional maturity Highly proactive and forward thinking Technically savvy Highly resourceful team player, with the ability to also be extremely effective independently Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Forward-looking thinker, who actively seeks opportunities and proposes solutions Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint) and video conferencing and collaboration tools Ability to occasionally work during non-business hours ***This position may be filled at a different level, depending on experience*** Compensation Actual base pay could vary and may be above or below the listed range based on factors including but not limited to experience, subject matter expertise, and skills. The base pay is just one component of Ascot's total compensation package for employees. Other rewards may include annual cash bonus, and other forms of discretionary compensation awarded by the Company. The annualized base pay range for this role is: New York Metro Area: $120,000 - $135,000. Company Benefits The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Leave Benefits: Paid holidays, annual Paid Time Off (includes paid state /local paid leave where required), Short-term Disability, Long-term Disability, Other leaves (e.g., Bereavement, FMLA, Adoption, Maternity, Military, Primary & Non-Primary Caregiver) Retirement Benefits: Contributory Savings Plan (401k). #LI-Hybrid

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Under broad supervision performs administrative support to the highest level Claims Leaders. This position will interacts with the internal senior management and external business partners and resolves issues, which may be sensitive or confidential in nature and of high visibility. This role will require travel as appropriate to assist Claims Leaders and their broader meetings, strategy sessions and activities. This role will also work very closely/partner with the Executive Assistant to the CAO. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Proactively anticipate the SVP's needs, identifying issues before they arise and resolving them independently when appropriate. * Coordinates, handles and resolves business unit problems and customer issues independently and proactively escalating as appropriate. Provides outstanding customer service, acting with the appropriate sense of urgency. * Coordinates special projects for senior management, collaborating with others as needed. * Draft, edit, and proofread communications, ensuring tone, clarity, and accuracy reflect the SVP's style and expectations. * Attends meetings, seminars, etc. and records notes or provides information as needed. * Manage a complex, dynamic calendar with competing priorities across multiple time zones. Plans, schedules and coordinates meetings, conferences, travel arrangements and maintains the business calendar for the executive. * Assists executive in the coordination of performance reviews, cost center updates and other organizational administration activities. * Processes and submits time entry reports and resolves timekeeping issues with Payroll; may train staff or management on the timekeeping process. * Establishes and maintains official documents and records in appropriate files. * May lead, mentor and train other staff. May perform additional duties as assigned. Reporting Relationship * Executive management/senior staff Skills, Knowledge & Abilities * Exceptional written and verbal communication skills including professional etiquette. * Excellent interactive skills with the ability to work independently and proactively. * Strong computer skills including Microsoft Office Suite and other business related software systems. * Exceptional organizational skills including ability to prioritize and coordinate multiple projects. * Strong knowledge of the insurance industry and the business unit. Education & Experience * Some college with course work in Marketing, Business, Accounting, etc. desirable. * Typically a minimum five to eight years strong administrative experience. In Chicago/New York, the average base pay range for this role is $90,000 to $125,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $47,000 to $78,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

IFC National Marketing Coon Rapids, MN About IFC National Marketing IFC National Marketing, headquartered in Fairmont, Minnesota, was founded in 2003 by Todd Villeneuve, Dave Martens and Dave Thesing. For almost 20 years, IFC has been serving Americans with their insurance needs through their nationwide agents and brokers. Their concierge service provides sales support for Medicare and group health plans, life insurance, fixed annuities, final expense, critical illness, voluntary workplace and long-term care solutions. IFC believes in delivering world-class service - with a family feel. Job Summary The Executive Assistant - Operations supporting the VP of Operations at IFC National Marketing manages the VP of Operations complex calendar, coordinates meetings and projects, drafts and edits correspondence, prepares reports and presentations, key liaison with both internal and external stakeholder, handles confidential information with discretion and professionalism. This role truly supports IFC Operations as a whole by helping with many tasks that support the business unit on a daily basis. Primary Responsibilities: Schedule/Calendar management Meeting & project coordination Serve as primary point of contact for internal and external stakeholders with Operations Leadership Prepare and manage communications for Operations Leadership Preparation, editing, and formatting reports, presentations and other documents with a high degree of accuracy Administrative & Operational Support to include: Expense reporting Vendor relationships Overall administrative workflow of the department Information Management to include: Maintaining organized filing systems Compiling information from various sources Ensuring confidentiality and security of sensitive data Management of IFC HR, Payroll & IT functions in coordination with Integrity Shared Services to include: New employee onboarding Employee offboarding IT support ticket management Computer hardware ordering & management Workday delegation for PTO and timecard approvals Employee benefits management/coordination Annual spring training team captain Office management support to include: Conference room(s) scheduling & set-up Interoffice meeting coordination Meals/refreshments ordering AV needs Handouts and other needs Shared calendar ownership and management Office supplies management Vendor management Managing company provided continuing education support for agents Special projects as assigned Primary Skills and Requirements: Experience - Proven experience as an executive assistant or similar administrative role Organizational Skills - Exceptional Ability to organize and prioritize tasks in a fast-paced dynamic environment. Technical Skills - Proficiency in Microsoft Office Suite to include SharePoint, Excel, Word, and PowerPoint. Communication - Strong written and verbal communications skills Professionalism - A high level of discretion, professionalism, and attention to detail when handling sensitive information and complex tasks. Problem Solving - Strong problem-solving skills and the ability to work independently. Benefits Available Medical/Dental/Vision Insurance 401(k) Retirement Plan Paid Holidays PTO Community Service PTO FSA/HSA Life Insurance Short-Term and Long-Term Disability About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

The Executive Assistant is a proactive, detail-oriented and techy savvy position, providing support to Producers. The ideal candidate will thrive in a fast-paced environment and play a critical role in enabling productivity, handling confidential team information and enhancing team coordination. Position Responsibilities Calendar, Schedule and Email Management * Proactively monitor the Producer's inbox, prioritizing emails and responding on behalf of the Producer when appropriate. * Flag important emails and coordinate timely follow-up, in particular items that require immediate attention. * Maintain calendars and schedule meetings and appointments, as requested. * Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items. * Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary. * Coordinate with internal and external stakeholders to avoid scheduling conflicts and ensure smooth operations. * Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits Communication and Correspondence * Lead weekly 1:1 meetings with Producer and applicable team members by preparing agenda inclusive of items to coordinate upcoming schedules, projects in progress, client request, prospect requests and other items as needed by the Producer * Maintain project tracking of key initiatives / project in progress and communicate status updates on a regular basis * Act as a point of contact between the Producer and internal / external stakeholders * Ensure clear and timely communication and manage any urgent requests or issues that arise. * Professionally communicate and build relationships with internal / external stakeholders as an extension of the Producer brand * Draft, review and proofread high-quality communications including emails, memos, reports and presentations * Manage "Lockton Wins" announcements for Producer new business Event Support * Organize and support events by preparing agendas, coordinating attendance, vetting and securing vendors, curating marketing materials and supporting post-event follow up activities. * Support conferences by completing registration, conducting prospect research, scheduling meetings, organizing travel / logistics, and curating any applicable marketing materials * Provide on-site support for the event as requested * Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.) Book of Business / Administrative Support * Maintain client/prospect database and reports in Salesforce * Review accounts receivable on a monthly basis and coordinate with account teams on any receivables over 60 days * Responsible for accounting related activities such as receipt collection, expense report submission, credit card billing reconciliation, bill pay, taxes coordination and review of capital accounts and statements * Create and maintain files of correspondence and other records, processing files for dead storage, as necessary * Take a proactive approach to understanding client profiles, preferences and touchpoints * Prepare and/or review a variety of client correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation * Coordinate with Producer and associate teams to complete assignments / projects including RFPs, client renewal / pre-renewal documents, prospect presentations, etc. * Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.) * Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders Other Duties * Perform other work-related duties as assigned #LI-OE1

The Executive Assistant is a proactive, detail-oriented and techy savvy position, providing support to Producers. The ideal candidate will thrive in a fast-paced environment and play a critical role in enabling productivity, handling confidential team information and enhancing team coordination. Position Responsibilities Calendar, Schedule and Email Management * Proactively monitor the Producer's inbox, prioritizing emails and responding on behalf of the Producer when appropriate. * Flag important emails and coordinate timely follow-up, in particular items that require immediate attention. * Maintain calendars and schedule meetings and appointments, as requested. * Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items. * Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary. * Coordinate with internal and external stakeholders to avoid scheduling conflicts and ensure smooth operations. * Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits Communication and Correspondence * Lead weekly 1:1 meetings with Producer and applicable team members by preparing agenda inclusive of items to coordinate upcoming schedules, projects in progress, client request, prospect requests and other items as needed by the Producer * Maintain project tracking of key initiatives / project in progress and communicate status updates on a regular basis * Act as a point of contact between the Producer and internal / external stakeholders * Ensure clear and timely communication and manage any urgent requests or issues that arise. * Professionally communicate and build relationships with internal / external stakeholders as an extension of the Producer brand * Draft, review and proofread high-quality communications including emails, memos, reports and presentations * Manage "Lockton Wins" announcements for Producer new business Event Support * Organize and support events by preparing agendas, coordinating attendance, vetting and securing vendors, curating marketing materials and supporting post-event follow up activities. * Support conferences by completing registration, conducting prospect research, scheduling meetings, organizing travel / logistics, and curating any applicable marketing materials * Provide on-site support for the event as requested * Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.) Book of Business / Administrative Support * Maintain client/prospect database and reports in Salesforce * Review accounts receivable on a monthly basis and coordinate with account teams on any receivables over 60 days * Responsible for accounting related activities such as receipt collection, expense report submission, credit card billing reconciliation, bill pay, taxes coordination and review of capital accounts and statements * Create and maintain files of correspondence and other records, processing files for dead storage, as necessary * Take a proactive approach to understanding client profiles, preferences and touchpoints * Prepare and/or review a variety of client correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation * Coordinate with Producer and associate teams to complete assignments / projects including RFPs, client renewal / pre-renewal documents, prospect presentations, etc. * Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.) * Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders Other Duties * Perform other work-related duties as assigned #LI-OE1

Job DescriptionDescription: The Executive Assistant provides high-level administrative support for the President & CEO, ensuring smooth day to day operations. While supporting the strategic vision and company goals, you'll exercise independent judgment in the resolution of administrative problems. The Executive Assistant must prioritize and manage multiple projects simultaneously with little or no supervision. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following: Establish and maintain a positive team-oriented relationship with colleagues. Adhere to company policies and procedures for workflow and documentation. Support and coordinate corporate goals and objectives with the CEO. Manage CEO's personal and business calendar (appointments, meetings, travel, etc.), requiring internal and external interactions. Manage United Insurance travel calendar. Screen and prioritize incoming and outgoing communications (phone, emails, mail, etc.) on behalf of CEO; routing these to appropriate parties quickly and efficiently. Respond to requests for corporate information (carriers, vendors, state, etc.). Arrange and manage CEO travel arrangements, reservations, expense reports (submit appropriately and timely on CEO's behalf), as needed. Provide support including research, scheduling, and registering for charitable, industry and career fair related activities. Attend as needed. Track large losses, carrier contracts, etc. for CEO. Independently create/coordinate, using various software applications, well-organized, grammatically correct, executive communications, memos, spreadsheets, graphics, reports, charts, etc. as necessary to be distributed to members of various departments. (Yammer, quarterly updates, meetings, both internal and external.) Routinely handle sensitive and confidential information and maintain the highest level of confidentiality. Exercising administrative judgment; assuming responsibility for decisions, consequences, and results impacting staff, costs, and/or quality of service within the functional area. Coordinate logistics for meetings, including agenda preparation, materials, technology, facility, and follow up actions. Prepare, edit, and manage all necessary paperwork and agendas for meetings (correspondence, reports, presentations, and other documents). Capture and maintain notes for client meetings, employee meetings, carrier meetings, board of director meetings, stockholder meetings, executive team meetings, etc. Track deadlines, projects, and action items to ensure timely completion. Organize and maintain confidential corporate files, records, and information. Assist CEO with personal affairs such as calendar management, appointments, child related responsibilities, etc. Anticipate issues and implement action plans based on changing priorities. Attend charitable events/groups/boards in person as needed. Maintain a high level of confidentiality. Performing other duties as assigned. Requirements: Associate's degree required, Bachelor's degree preferred. Previous Executive Assistant experience or related field preferred. Working knowledge of Microsoft Excel, Word, PowerPoint, and Outlook. Demonstrate interpersonal skills and proficiency in business vocabulary to effectively represent the executive and the company to outside parties. Excellent oral, and written communication skills. Excellent writing, proofreading, and editing skills. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Company:Oliver WymanDescription: About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Over 7,000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman's thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1,000 companies. Visit our website for more details about Oliver Wyman: ******************* Job Overview: The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casual. Oliver Wyman Actuarial Consulting is seeking an organized and enthusiastic Executive Assistant to support up to 3 Partners. This position will be based out of the Raleigh, North Carolina office and work remotely though periodically being required to go into the office for meetings, trainings and other community-building activities as needed. Key Responsibilities: Business Development Build relationships with clients and client EAs Understand the business goals and objectives of each supported Partner and help to push them forward proactively Maintain and update current list of contacts and business activities in CRM database Track and maintain sales activity/pipeline with each Partner Proactively spot clients that haven't been called upon and/or who need follow up Execute requested follow-up calls for client mailings Assist the Marketing Department with the co-ordination of customized mailings Prepare letters, proposals and other documents using Oliver Wyman formatting styles Calendaring Maintain diaries for Partners, scheduling internal and external meetings, communicating with clients and infrastructure staff as appropriate Proactively spot opportunities to add internal and external meetings; interviews, staff meetings, follow up Assist with scheduling for complex projects as requested by the Partner and/or project team Travel Arrangement Coordinate travel and accommodation, book cars, rail tickets, etc. Develop understanding of Partner scheduling and travel preferences Coordinate travel efficiently by grouping client meetings where possible ("you're in Paris to see XYZ Company, shall I try to set up a meeting with X Company because we haven't spoken to them for three months") Daily administration Work with HC to obtain work permits and visas Manage documents and project deliverables when requested Notify staffing and Practice EAs of extensions/re-negotiations Manage storage or disposal of confidential client information Act as central point of contact for all assigned Partner administrative needs, liaise with other support departments as necessary Timesheet and Expense Reporting Prepare weekly timesheets for each assigned Partner Prepare all expense reports and/or delegate to a team assistant when necessary Team Support Provide coverage for EAs who are out of the office to ensure seamless support to Partners Provide short-term coverage for Partners who may be in the midst of an EA assignment transition or who are new to the Firm Provide training and support to new EAs Participate in team meetings and projects with an eye to improving processes and the overall performance of the EA team Experience Required: Bachelor's degree preferred At least 3 years' experience at working in an administrative or customer service position. Experience in financial services, management consultancy and/or a professional services environment a plus Technical Skills: Excellent Word, PowerPoint and Excel skills Expert knowledge of Outlook Knowledge of Salesforce a plus, but not necessary Skills and Attributes: Problem solver - able to work with other teams and staff members effectively to reach a viable solution and goal Strong service focus - dedicated to meeting the expectations of all staff through securing effective relationships with clients and executing deliverables to the highest standards. Excellent communicator and negotiator - able to deal effectively with people at all levels across a multicultural environment Maturity, poise and judgment Ability to maintain and respect confidentiality Ability to think strategically and contribute to development of departmental model One who takes constructive feedback in stride and incorporates feedback quickly Ability to manage a heavy work volume and meet deadlines in an extremely fast paced environment Ability to undertake projects and produce quality and timely results Self-starter, strong initiative, confidence and ability to work with little guidance Collaborative team player Positive attitude, sense of fun: is collegial and friendly Ability to juggle several tasks at once, to prioritize and manage own time - Not a clock watcher or someone who is unwilling to step outside their job description Methodical, organized and excellent attention to detail Flexible attitude; embraces change, hard-working, cost conscious and results driven. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Requirements Associate's degree required, Bachelor's degree preferred. Previous Executive Assistant experience or related field preferred. Working knowledge of Microsoft Excel, Word, PowerPoint, and Outlook. Demonstrate interpersonal skills and proficiency in business vocabulary to effectively represent the executive and the company to outside parties. Excellent oral, and written communication skills. Excellent writing, proofreading, and editing skills. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Lockton Dunning Benefits is currently seeking an Executive Assistant to provide administrative support to two executive level associates. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities. * Prepare a variety of correspondence, reports, spreadsheets, and other documents ensuring accuracy for proper content, format, grammar, spelling, and punctuation. * Provide support to upper-level executives, including interaction with and providing assistance to clients, Associates and vendors. * Proactively manage and monitor calendar appointments and meetings. * Meet regularly with executives to receive and provide updates on work assignments. * Schedule and arrange internal and external meetings and appointments as requested. * Coordinate special events; arrange for catering and clean up after events. * Arrange all phases of travel, including monitoring travel delays and changes. Maintain and prepare records, itineraries, and travel credits. * Responsible for all expense report-related activities, such as receipt collection and follow up, preparation and submission of expense reports, and corporate credit card billing reconciliation. * Attend meetings, take minutes, and distribute as needed. * Receive and read daily mail, paying special attention to items requiring immediate attention. Prepare outgoing mail and special mailings as assigned. * Answer and respond to incoming calls, as applicable. * Maintain and keep current on all filing required by executive. #LI-LL1

About Us Stronghold Investment Management (“Stronghold,” “SIM,” or “the Firm”) is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making. Stronghold was founded by Ryan Turner in 2016 and has deployed over $1.6 billion in capital across 10+ investment vehicles. Ultimately, Stronghold intends to apply its technology-intensive investment approach to a variety of specialist real assets verticals, including: Oil & Gas Renewables Specialty Real Estate (commercial, datacenters, marinas) Telecommunications and Technology Infrastructure Billboards and Fixtures Mining & other commodities Utilities Secondaries Stronghold Investment Management is seeking a highly motivated and detail-oriented Executive Assistant to support a C-suite executive. This is an opportunity to play a critical role in a fast-paced, dynamic environment where you'll help drive efficiency and impact at the highest level of the firm. The ideal candidate is a strong communicator, highly organized, and thrives under pressure with multiple deadlines. We're looking for someone who is proactive, resourceful, and always one step ahead, ensuring the executive is fully prepared for every meeting, conversation, and commitment well before the day arrives. If you're energized by anticipating needs, solving problems before they arise, and being a trusted partner to a senior leader, we'd love to hear from you! Responsibilities: Anticipates needs of the Executive for maximum efficiency and impact with all communications, tasks, meetings, and projects Manages workload and prioritizes tasks in a fast-paced environment with dozens of daily requests that require timely completion Maintains complex schedules in both Outlook and MS Word with excellent attention to detail Coordinates internal/external meetings, organizing logistics and communications to necessary parties Manages correspondence and calendar for maximum strategic impact Completes expense reports and manages receipts Assists with complex business and personal travel arrangements for the Executive and / or other key employees Creates detailed itineraries and agendas as necessary Works well with others and exhibits a positive can-do attitude Ability to use good judgment in various situations Formats information for internal and external communication - memos, emails, presentations, reports Prepares and edit correspondence, communications, presentations, and other documents Maintains daily files as well as contact information database for efficient and effective organization Partners with other key staff members to schedule offsite meetings Attends meetings to document discussions, action items and critical dates Assists with personal matters, including but not limited to domestic and international travel, vehicles, insurance, household errands, etc. Supports accountants as necessary with tasks such as personal accounts maintenance and expense coding Assists with event planning and coordination for both corporate and personal events Stronghold Executive Assistant: Requirements To be successful as an Executive Assistant, candidates should be professional, polite, and attentive while also quickly and efficiently producing highly accurate work product. The individual should always be prepared and responsive, willing to meet each challenge. The Executive Assistant must be comfortable with Microsoft Office computer systems as well as mobile devices, general office tasks, and Excel as well as excellent verbal and written communication. The Executive travels regularly, so the candidate should be able to maintain an organized, and accurate travel calendar as well as be able to make last minute changes at any given time. Requirements: A bachelor's degree 5-10 years' of experience assisting C-suite executives High degree of professionalism in dealing with diverse groups of people, including board members, high net worth clients, investors, senior executives, staff, community leaders, donors, funded portfolio companies, and family members Make appropriate, informed decisions regarding Executive's priorities and available time Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround Handle confidential and sensitive information with the utmost discretion Ability to complete a high volume of tasks and projects efficiently with limited guidance Participate in shared responsibly of monitoring Outlook e-mail, mobile devices, and Slack during evenings and weekends High personal and professional moral code Ability to multitask and prioritize tasks Excellent time management skills Great verbal and written communication skills A proactive approach to problem-solving with strong decision-making skills In-depth understanding of entire MS Office suite, Google docs /sheets, Zoom and Teams Ability to switch gears at a moment's notice Why work with Stronghold? At Stronghold, we strive to create a workplace that is not only rewarding but also satisfying. We believe our employees are the driving force behind our success, and we are committed to providing them with an environment where they can thrive and reach their full potential. When you choose to work with us, you'll be joining a team of highly talented professionals who are passionate about what they do and dedicated to bringing technology expertise to our domain. We value innovation, collaboration, and a commitment to excellence, and we provide our employees with the resources and support they need to succeed. If you're looking for a challenging and fulfilling career, we invite you to apply. Benefits Market-competitive compensation Fully paid benefits (Medical, Dental and Vision) HSA 401k + Match Company sponsored LTD, STD, life insurance and AD&D Generous PTO policy 20 company recognized holidays Class A offices in prime locations Parental Leave Equal Opportunity Employer Stronghold Investment Management is an equal opportunity employer. We believe in creating a diverse and inclusive workforce, where individuals of all backgrounds, experiences, and perspectives can thrive. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by applicable laws. We encourage applicants from underrepresented groups to apply and embrace the unique contributions they can bring to our organization.

Bankers Financial Corporation is a holding company that started in St. Petersburg, FL, in 1976. The heart of our corporation lies with our employees and our communities. At Bankers, we focus on building an environment where all voices are heard and respected, and our employees can grow, succeed, and make an impact. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibilit y: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.' Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character and transparency. Making a unified effort to achieve the goals of the organization, embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success, and focusing on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community. Summary/Objective This position functions as the Executive Assistant to the company President. Supports the Management, Administration, and Operations departments by coordinating and directing diverse programs. Essential Functions Coordinate and manage schedule, arranging meetings, appointments, and travel plans Screen and prioritize incoming communications, including emails and phone calls Draft, proofread, and edit documents, reports, presentations, and correspondence Prepare meeting agendas and follow-up actions Arrange travel, including booking flights, accommodations, and transportation Prepare detailed itineraries and handle any changes or issues that arise during travel Maintain accurate and organized records and files, both electronic and physical Coordinate and plan company events, meetings, and conferences Act as a brand ambassador for the executive and the organization Physical attendance is required at the worksite 4 days a week 8 am to 5 pm. Required Education and Experience 5+ years in an executive administrative assistant role High School diploma or equivalent Preferred Education and Experience AA Degree Exceptional communication skills, written and verbal Superior organization and time management skills Proficiency in Microsoft Office Strong problem-solving and decision-making skills Professional attitude and appearance Ability to multitask and work in a fast-paced environment Service-oriented Team player The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Bankers Financial Corporation is a holding company that started in St. Petersburg, FL, in 1976. The heart of our corporation lies with our employees and our communities. At Bankers, we focus on building an environment where all voices are heard and respected, and our employees can grow, succeed, and make an impact. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibility: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.' Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character and transparency. Making a unified effort to achieve the goals of the organization, embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success, and focusing on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community. Summary/Objective This position functions as the Executive Assistant to the company President. Supports the Management, Administration, and Operations departments by coordinating and directing diverse programs. Essential Functions Coordinate and manage schedule, arranging meetings, appointments, and travel plans Screen and prioritize incoming communications, including emails and phone calls Draft, proofread, and edit documents, reports, presentations, and correspondence Prepare meeting agendas and follow-up actions Arrange travel, including booking flights, accommodations, and transportation Prepare detailed itineraries and handle any changes or issues that arise during travel Maintain accurate and organized records and files, both electronic and physical Coordinate and plan company events, meetings, and conferences Act as a brand ambassador for the executive and the organization Physical attendance is required at the worksite 4 days a week 8 am to 5 pm. Required Education and Experience 5+ years in an executive administrative assistant role High School diploma or equivalent Preferred Education and Experience AA Degree Exceptional communication skills, written and verbal Superior organization and time management skills Proficiency in Microsoft Office Strong problem-solving and decision-making skills Professional attitude and appearance Ability to multitask and work in a fast-paced environment Service-oriented Team player The preceding position description has been de signed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Job Description Bankers Financial Corporation is a holding company that started in St. Petersburg, FL, in 1976. The heart of our corporation lies with our employees and our communities. At Bankers, we focus on building an environment where all voices are heard and respected, and our employees can grow, succeed, and make an impact. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibility: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.' Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character and transparency. Making a unified effort to achieve the goals of the organization, embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success, and focusing on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community. Summary/Objective This position functions as the Executive Assistant to the company President. Supports the Management, Administration, and Operations departments by coordinating and directing diverse programs. Essential Functions Coordinate and manage schedule, arranging meetings, appointments, and travel plans Screen and prioritize incoming communications, including emails and phone calls Draft, proofread, and edit documents, reports, presentations, and correspondence Prepare meeting agendas and follow-up actions Arrange travel, including booking flights, accommodations, and transportation Prepare detailed itineraries and handle any changes or issues that arise during travel Maintain accurate and organized records and files, both electronic and physical Coordinate and plan company events, meetings, and conferences Act as a brand ambassador for the executive and the organization Physical attendance is required at the worksite 4 days a week 8 am to 5 pm. Required Education and Experience 5+ years in an executive administrative assistant role High School diploma or equivalent Preferred Education and Experience AA Degree Exceptional communication skills, written and verbal Superior organization and time management skills Proficiency in Microsoft Office Strong problem-solving and decision-making skills Professional attitude and appearance Ability to multitask and work in a fast-paced environment Service-oriented Team player The preceding position description has been de signed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

* Provide support to the assigned leaders and/or producers to ensure company goals and objectives are accomplished and operations run effectively * Manage professional and personal scheduling, including agendas, email correspondence, travel arrangements, and other related logistics * Coordinate complex scheduling and extensive calendar management, including the content and flow of information between parties * Prepare and submit statements, expense reports, and other documents * Assist with project management and event planning, as requested * Perform administrative and office support, including spreadsheet creation, maintenance of documentation, utilization of filing and database systems, and other clerical functions * Additional responsibilities as requested by leadership

Mission: The Executive Assistant (EA)provides administrative support to multiple key executives as well as event planning and operations support, as needed, for the office. This role keeps the executive on their "A" game so that they are ready and organized for the day/week/month ahead. This includes planning travel, managing contacts and schedules, supporting events that help drive business or support the series, and managing expenses. In this role the EA will act independently to execute activities and initiatives on behalf of the executives with minimal guidance. Key Outcomes: * The executive is ready take the trip, go to the meeting feeling organized with the right information, communications and details handled. * The event goes off without a hitch and the smallest of details have been managed. * The executive feels supported and taken care of at a moment's notice. * You have anticipated the needs and stayed in rhythms with the executive. Key Responsibilities: * Coordinate executive communications, including taking calls, responding to emails and interfacing with clients. * Coordinate domestic and international travel * Prepare internal and external corporate documents for team members and industry partners. * Manage contacts and schedule internal and external appointments and conference calls. * Prepare and submit expense report-related activities, such as receipt collection and follow up, and corporate credit card billing reconciliation. * Coordinate events such as charity events, client/prospect outings and fund-raising events including contract negotiation and budget management * Maintain an organized filing system of hard copy and electronic documents. * Assist with prospect and client management in salesforce. * Assist with commission reconciliation for book of business. * Uphold a strict level of confidentiality and careful handling of critically sensitive documents. * Develop and sustain a level of professionalism among staff and clientele. * Provides backup assistance and support to the Office Operations team including periodic coverage for receptionist/front desk. * Other duties as assigned

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: G1001 Innovations is a cross-functional team supporting the company's strategic vision and growth. We focus on identifying and developing new business lines, designing and launching new products, identifying and structuring reinsurance and risk-transfer transactions for our balance sheet, and establishing and nurturing strategic partnerships within the insurance and broader financial services industry. The Executive Assistant & Office Manager is responsible for providing high-level support to senior executives while ensuring the smooth and efficient operation of the office. This role combines executive assistance with office management duties, requiring strong organizational, communication, and multitasking skills. How You'll Contribute: * Provide comprehensive operational support to the executives and select team members, including calendar management, meeting coordination, and travel arrangements * Support internal and external meeting preparation and follow-ups, including logistics, agendas, and minutes * Compile meeting documents for upload into the data repository and when applicable, track in applicable project tracking systems (i.e., Asana) * Serve as the liaison between various stakeholders and collaborates closely with other Executive Assistants * Organize travel information into trip itineraries/agendas with applicable information * Prepare expense reports in Concur as needed * Coordinates meetings/events/team activities, if needed, which includes securing space, welcoming attendees, arranging food & refreshments, and confirming participant reservations and attendance. * Organize and maintain office operations and procedures, including ordering supplies, managing office equipment, and overseeing facility maintenance * Coordinate building security for visitors and new team members including badging and floor mapping * Responds promptly to all incoming inquiries, analyzing staff and client needs, and recommending solutions using excellent judgment * Maintain confidentiality of sensitive information at all times * Manages all administrative tasks, including various projects as they arise and always preempting the needs, requirements and constantly being one step ahead What We're Looking For: * At least 3+ years of experience as an Executive assistant or comparable position. * Experience in the Financial Services or Insurance Industry preferred. * High school diploma or equivalent is minimum required education. Associates or Bachelor's Degree is preferred. * Proficiency in Outlook, Excel, Word, PowerPoint and experience with expense management software and data share sites * Willingness to be responsive evenings and weekends for time sensitive matters * Ability to be in the office Monday to Thursday 8:30am to 5pm (or as needed) * Highly organized, precise, proactive and capable of multitasking. * Understands the importance of deadlines and discretion in dealing with issues of a sensitive nature. * Able to balance competing priorities. * Capable of developing and maintaining effective working relationships with a broad constituency. * Possesses sound judgment. * Excellent oral and written communication skills. Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-JL1