Executive Assistant
Executive Assistant
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Job Description
MarshBerry is growing! We are seeking an Executive Assistant to join our team. We have a people first fast paced collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn improve and realize their career goals. We offer competitive benefits new challenges and learning experiences.
Job Details
Position Summary:
MarshBerry is currently seeking an Executive Assistant for our Plano TX office. The Executive Assistant will provide professional support and valueadded services to MarshBerry executives and sales team. The Executive Assistant will maintain executive calendars schedule and coordinate meetings and events facilitate travel prepare prospect lists maintain the CRM prepare reports and presentations and various other administrative duties. The Executive Assistant will be responsible for office management and facilities support.
Responsibilities:
- Provide highlevel administrative support to Executives and sales team to maintain excellent service to clients and prospects.
- Manage and maintain schedules; research plan and make travel arrangements for assigned team members and clients as needed. Complete expense reports.
- Coordinate internal and external meetings; prepare agenda communicate details and attend meetings as required to record and distribute minutes.
- Perform complex and confidential administrative functions including developing compiling and preparing various client ready reports memos and letters. Format reports and presentations resulting in error free documents.
- Regularly updates the Client Relationship Management (CRM) software with relevant information as it becomes available including but not limited to adding new accounts/prospects and handling initial research/prioritization.
- Produces and maintains various reports. Generates prospect lists and provides regular updates to team.
- Provides office and facilities support including correspondence with building management keeps common areas tidy ordering supplies stocking common areas submitting IT requests and troubleshooting basic IT issues and other office management responsibilities.
- Coordinates employee events in conjunction with MarshBerry culture committees.
- Communicates effectively to both internal and external customers through written
- Provides back up support to administrative support team and handles AdminDesk submissions as needed.
- Review operating practices and procedures to determine whether improvements can be made in areas such as workflow reporting procedures or expenditures
- Cultivates and maintains effective relationships with potential internal/external clients partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
- Additional responsibilities and projects as assigned.
Selection Criteria
Education & Experience:
- High School diploma required. Associates or bachelors degree preferred.
- Certification or advanced administrative training preferred.
- Minimum of five years of executive assistant experience.
- Proficient with technology; Microsoft Word Excel Power Point and Access or similar database. Advanced knowledge of Microsoft Office especially Excel and Power Point is strongly preferred.
Other:
- Analytical proactive problemsolving skills; techniques to identify and resolve issues in a timely manner gathers and analyzes information skillfully
- Accountability: Ability to accept responsibility and be accountable for actions and conduct
- Confidentiality: maintains confidentiality of proprietary information as well as internal and external communication
- Team oriented: Positive and professional able to show consideration for and maintain good working relations with coworkers remains opens to others ideas and exhibits willingness to try new things
- Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Excellent spelling grammar as well as good phone skills
- Exceptional organizational skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures
- Ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines along with capacity to work under pressure to create accurate results demonstrating accuracy and thoroughness and monitors work to ensure quality
- Ability to lift up to 25 pounds.
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously speaking straight being for each other acknowledgement & appreciation and honoring commitments. We are committed to fostering an environment of Diversity Equity and Inclusion. We strive to educate our current and potential employees in these areas while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents brokers and carriers as well as wealth and retirement plan advisors. Our services include but are not limited to financial operational sales management merger and acquisition advisory peertopeer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients with whom we build trusted advisor relationships. At MarshBerry our mission is to help our clients learn improve and realize their value. Our clients credit us for providing the vision tools and discipline to help them reach their strategic goals.
Its one thing to be recognized as experts in our field it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:
- Crains Best Employers in Ohio
- The Nations Best and Brightest in Wellness
- North Coast 99
- Top Work Places The Plain Dealer
- Weatherhead 100
- West Michigans Best and Brightest Companies to Work for
To learn more about MarshBerry visit www.marshberry.
We appreciate your interest in MarshBerry. As an equal opportunity employer your application will be considered with regard to all laws which prohibit discrimination because of race color sex religion national origin age disability military status and genetic information and requirements to take affirmative action in the hiring of minorities including women veterans and those individuals with disabilities.
Employment Type
Full-Time
